Defined Benefit (Pension) · DOL Form 5500 · 2023

Capital Educators Federal Credit Union Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
255
Participants Below avg headcount
82nd
Percentile by assets National rank
$143,864
Avg per participant Near avg balance/head
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Official DOL plan name: Capital Educators Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Capital Educators Federal Credit Union · Idaho · Finance & Insurance

$37M in assets, 255 participants

Capital Educators Federal Credit Union's Capital Educators Federal Credit Union Defined Benefit Plan and Trust reported $37M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,427 in Finance & Insurance (8,869 peers)

Where Capital Educators Federal Credit Union Defined Benefit Plan and Trust sits by assets

Capital Educators Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 255 participants (~$143,864/participant), up 20.9% in 2023.

#6,427
in Finance & Insurance (8,869 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Capital Educators Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Capital Educators Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$36,685,423 Top 18% higher than 82% 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

Capital Educators Federal Credit Union 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. Capital Educators Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Educators Federal Credit Union Defined Benefit Plan and Trust reported net income fell from $13M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Capital Educators Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Capital Educators Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 234 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820212120 · Capital Educators Federal Credit Union PY 2023 · Defined Benefit (Pension)

Capital Educators Federal Credit Union Defined Benefit Plan and Trust · $37M · 255 · 82nd

  • BOY $37M
  • SCH 255
  • EBSA 82nd
  • PART Defined Benefit (Pension)
  • TYPE near Asbestos Workers Local 42 Pension Fund
  • NET ind #6427

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 →

Capital Educators Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Local 522 Pension Fund Roofers DivisionLocal 522 Pension Fund Roofe…$37MCapital Educators Federal Credit Union Defined Benefit Plan and TrustCapital Educators Federal Cr…$37MAsbestos Workers Local 42 Pension FundAsbestos Workers Local 42 Pe…$37MNorth Shore Bank Retirement PlanNorth Shore Bank Retirement …$37MNational Frozen Foods Corporation Employees' Pension PlanNational Frozen Foods Corpor…$37M
End-of-year total assets ($M) among Capital Educators Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN820212120
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Educators Federal Credit Union)

Sponsor-wide plan assets over time

All Capital Educators Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$51M 40.979362056823824% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.3M $51.1M ▲ +41.0%
Year Plans Participants Total Assets
2022 2 478 $36M
2023 2 527 $45M
2024 2 562 $51M

Nearby Defined Benefit (Pension) Plans in Idaho

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

Capital Educators Federal Credit Union 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 ($B) Participants Capital Educators Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.036685423 · Participants: 255Capital Educators Federal Credit Union 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
Capital Educators Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Capital Educators Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Capital Educators Federal Credit Union 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 Asbestos Workers Local 42 Pension Fund in NJ ($37M); by covered participants it is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Capital Educators Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Capital Educators Federal Credit Union Defined Benefit Plan and Trust grew sharply - up 20.9% during 2023, from $30M to $37M. Reported net income was $6M.
How have Capital Educators Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Educators Federal Credit Union's sponsor-wide assets grew 41.0%, from $36M to $51M.
Where does Capital Educators Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Capital Educators Federal Credit Union Defined Benefit Plan and Trust ranks in the 82nd 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 Capital Educators Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Asbestos Workers Local 42 Pension Fund in NJ ($37M, 100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital Educators Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants, $90M 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 820212120.

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.