Defined Benefit (Pension) · DOL Form 5500 · 2023

Idaho Central Credit Union Pension Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
1,524
Participants Near avg headcount
90th
Percentile by assets National rank
$56,538
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Idaho Central Credit Union · Idaho · Finance & Insurance

$86M in assets, 1,524 participants

Idaho Central Credit Union's Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust reported $86M in total assets and 1,524 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,544 in Finance & Insurance (8,869 peers)

Coverage in Idaho

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust covers 1,524 participants in Idaho, 4.4x the typical Idaho plan (state average ~347 per filing). Assets: $86M.

#7,544
in Finance & Insurance (8,869 peers)
+31.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$86,163,499 Top 10% higher than 90% 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

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust lands in the large band (1,524 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $66M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 1,375 in the plan year 2022 filing to 1,524 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820217065 · Idaho Central Credit Union PY 2023 · Defined Benefit (Pension)

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust · $86M · 1,524 · 90th

  • PART $86M
  • PART 1,524
  • PART 90th
  • PART Defined Benefit (Pension)
  • PART near Retirement Plan for Employees of Pwc
  • PART ind #7544

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 Idaho →

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Swisher International, Inc. Retirement Income Plan for Wage EmployeesSwisher International, Inc. …$86MTemple University Health System, Inc. Consolidated Pension PlanTemple University Health Sys…$86MIdaho Central Credit Union Cash Balance Defined Benefit Plan and TrustIdaho Central Credit Union C…$86MRetirement Plan for Employees of PwcRetirement Plan for Employee…$86MAdvansix Inc. Retirement Earnings PlanAdvansix Inc. Retirement Ear…$86M
End-of-year total assets ($M) among Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$86M
Net Income$21M
Employer EIN820217065
Plan Effective Date1978-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Idaho Central Credit Union)

Sponsor-wide plan assets over time

All Idaho Central Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$204M 59.89988290921316% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $128M $204M ▲ +59.9%
Year Plans Participants Total Assets
2022 2 2,884 $128M
2023 2 3,282 $167M
2024 2 3,451 $204M

Nearby Defined Benefit (Pension) Plans in Idaho

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

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.522.5 Total assets ($B) Participants Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.086163499 · Participants: 1524Idaho Central Credit Union Cash Balance Defined Benefit Plan and TrustIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension Plan
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Pwc in FL ($86M); by covered participants it is Pension Plan for Eligible Bettis Employees and Retirees in PA (1,524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,524 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 Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2023? ▼
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust surged - up 31.5% during 2023, from $66M to $86M. Reported net income was $21M.
How have Idaho Central Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Idaho Central Credit Union's sponsor-wide assets grew 59.9%, from $128M to $204M.
Where does Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Pwc in FL ($86M, 312 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Eligible Bettis Employees and Retirees in PA (1,524 participants, $1.2B 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 820217065.

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.