Defined Benefit (Pension) · DOL Form 5500 · 2023
Potlatch No 1 Financial Credit Union Pension Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 367
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $198,939
- Avg per participant Above avg balance/head
Official DOL plan name: Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Potlatch No 1 Financial Credit Union · Idaho · Finance & Insurance
$73M in assets, 367 participants
Potlatch No 1 Financial Credit Union's Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported $73M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,353 in Finance & Insurance (8,869 peers)
Where Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $73M for 367 participants (~$198,939/participant), up 21.1% in 2023.
- #7,353
- in Finance & Insurance (8,869 peers)
- +21.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Potlatch No 1 Financial 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
$73,010,711 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust 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. Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (367 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $60M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 314 in the plan year 2022 filing to 367 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 820201645 · Potlatch No 1 Financial Credit Union PY 2023 · Defined Benefit (Pension)
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust · $73M · 367 · 89th
- BOY $73M
- SCH 367
- EBSA 89th
- PART Defined Benefit (Pension)
- TYPE near I.B.E.W. Local #910 Pension Fund
- NET ind #7353
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 →
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $13M |
| Employer EIN | 820201645 |
| Plan Effective Date | 1961-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Potlatch No 1 Financial Credit Union)
Sponsor-wide plan assets over time
All Potlatch No 1 Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 38.25305320087573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 693 | $78M |
| 2023 | 2 | 746 | $97M |
| 2024 | 2 | 819 | $108M |
Nearby Defined Benefit (Pension) Plans in Idaho
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Idaho National Laboratory Employee Retirement Plan $2.1B · 1,037
- Retirement Plan of Idaho Power Company $938M · 2,075
- Shaws Supermarkets, Inc. Pension Plan for Union Employees $223M · 5,337
- Amalgamated Sugar Company Hourly Retirement Plan $214M · 840
- St. Luke's Health System Basic Pension Plan $154M · 244
Potlatch No 1 Financial 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 I.B.E.W. Local #910 Pension Fund in NY ($73M); by covered participants it is N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund in CT (367 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- I.B.E.W. Local #910 Pension Fund (NY) $73M · 311
- Tree Top, Inc. Pension Plan (WA) $73M · 182
- Lennox International Inc. 2008 Consolidated Pension Plan (TX) $73M · 1,403
- The Farmers Automobile Insurance Association Retirement Plan (IL) $73M · 244
Similar participant headcount
Nearest other-state filings by covered participants (367 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.