Defined Benefit (Pension) · DOL Form 5500 · 2023

Wescom Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
101
Participants Small participant base
76th
Percentile by assets National rank
$236,509
Avg per participant Above avg balance/head
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Official DOL plan name: Wescom Credit Union Defined Benefit Pension Plan · Sponsored by Wescom Credit Union · California · Finance & Insurance

$24M in assets, 101 participants

Wescom Credit Union's Wescom Credit Union Defined Benefit Pension Plan reported $24M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,615 in Finance & Insurance (8,869 peers)

Coverage in California

Wescom Credit Union Defined Benefit Pension Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $24M.

#5,615
in Finance & Insurance (8,869 peers)
+0.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Wescom Credit Union Defined Benefit Pension Plan's outsized position by total assets

Wescom Credit Union Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,887,445 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wescom Credit Union Defined Benefit Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wescom Credit Union Defined Benefit Pension Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wescom Credit Union Defined Benefit Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $175K in the plan year 2023 filing.
  • Wescom Credit Union Defined Benefit Pension Plan reported participants fell from 103 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Wescom Credit Union Defined Benefit Pension Plan end-of-year assets rose from $24M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951288265 · Wescom Credit Union PY 2023 · Defined Benefit (Pension)

Wescom Credit Union Defined Benefit Pension Plan · $24M · 101 · 76th

  • BOOK $24M
  • VS-ST 101
  • BOY 76th
  • SCH Defined Benefit (Pension)
  • EBSA near Gulf Winds Credit Union Defined Benefit Plan and Trust
  • PART ind #5615

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Wescom Credit Union Defined Benefit Pension Plan in the asset neighbourhood

Wayne Memorial Hospital Pension PlanWayne Memorial Hospital Pens…$24MWescom Credit Union Defined Benefit Pension PlanWescom Credit Union Defined …$24MGulf Winds Credit Union Defined Benefit Plan and TrustGulf Winds Credit Union Defi…$24MMountainone Financial, Inc. Pension PlanMountainone Financial, Inc. …$24MChildren's Minnesota Rsvp Plan IIChildren's Minnesota Rsvp Pl…$24M
End-of-year total assets ($M) among Wescom Credit Union Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income$175K
Employer EIN951288265
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wescom Credit Union)

Sponsor-wide plan assets over time

All Wescom Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$200M 36.46534110230232% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $147M $200M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 910 $147M
2023 2 949 $171M
2024 2 985 $200M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wescom Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wescom Credit Union Defined Benefit Pension Plan, Total assets ($B): 0.023887445 · Participants: 101Wescom Credit Union Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Wescom Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Wescom Credit Union Defined Benefit Pension Plan side-by-side with 3 peers →

Wescom Credit Union Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Gulf Winds Credit Union Defined Benefit Plan and Trust in FL ($24M); by covered participants it is Ingram Retirement Plan in TN (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wescom Credit Union Defined Benefit Pension Plan assets move in 2023? ▼
Wescom Credit Union Defined Benefit Pension Plan held essentially flat - up 0.7% during 2023, from $24M to $24M. Reported net income was $175K.
How have Wescom Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wescom Credit Union's sponsor-wide assets grew 36.5%, from $147M to $200M.
Where does Wescom Credit Union Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Wescom Credit Union Defined Benefit Pension Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wescom Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gulf Winds Credit Union Defined Benefit Plan and Trust in FL ($24M, 177 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wescom Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ingram Retirement Plan in TN (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951288265.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.