401(k) · DOL Form 5500 · 2024

Whatcom Educational Credit Union 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
425
Participants Below avg headcount
88th
Percentile by assets National rank
$168,657
Avg per participant Above avg balance/head
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Official DOL plan name: Whatcom Educational Credit Union Retirement Plan · Sponsored by Whatcom Educational Credit Union · Washington · Finance & Insurance

$72M in assets, 425 participants

Whatcom Educational Credit Union's Whatcom Educational Credit Union Retirement Plan reported $72M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,934 in Finance & Insurance (8,549 peers)

Coverage in Washington

Whatcom Educational Credit Union Retirement Plan covers 425 participants in Washington, about 29% of the average Washington filer (state average ~1,476 per filing). Assets: $72M.

#6,934
in Finance & Insurance (8,549 peers)
+21.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Whatcom Educational Credit Union Retirement Plan's outsized position by total assets

Whatcom Educational Credit Union Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$71,679,428 Top 12% higher than 88% of 123,620 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 2024

Whatcom Educational Credit Union Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whatcom Educational Credit Union Retirement Plan sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whatcom Educational Credit Union Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Whatcom Educational Credit Union Retirement Plan reported participants rose from 396 in the plan year 2023 filing to 425 in the plan year 2024 filing.
  • Whatcom Educational Credit Union Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 910712539 · Whatcom Educational Credit Union PY 2024 · 401(k)

Whatcom Educational Credit Union Retirement Plan · $72M · 425 · 88th

  • PHOTO $72M
  • IND 425
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Singer Equipment Co., Inc. 401(k) Retirement Plan
  • PCT ind #6934

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 Washington →

Whatcom Educational Credit Union Retirement Plan in the asset neighbourhood

Confluence 401(k) Plan$72MNasa Federal Credit Union 401(k) Profit Sharing Plan & TrustNasa Federal Credit Union 40…$72MWhatcom Educational Credit Union Retirement PlanWhatcom Educational Credit U…$72MSinger Equipment Co., Inc. 401(k) Retirement PlanSinger Equipment Co., Inc. 4…$72MLupin Pharmaceuticals, Inc. 401(k) Profit Sharing PlanLupin Pharmaceuticals, Inc. …$72M
End-of-year total assets ($M) among Whatcom Educational Credit Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$72M
Net Income$13M
Employer EIN910712539
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whatcom Educational Credit Union)

Sponsor-wide plan assets over time

All Whatcom Educational Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$72M 54.251737314942176% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.5M $71.7M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 395 $46M
2023 1 396 $59M
2024 1 425 $72M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Whatcom Educational Credit Union Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Whatcom Educational Credit Union Retirement Plan, Total assets ($B): 0.071679428 · Participants: 425Whatcom Educational Credit Union Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Whatcom Educational Credit Union Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Whatcom Educational Credit Union Retirement Plan side-by-side with 3 peers →

Whatcom Educational Credit Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Singer Equipment Co., Inc. 401(k) Retirement Plan in PA ($72M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Whatcom Educational Credit Union Retirement Plan assets move in 2024? ▼
Whatcom Educational Credit Union Retirement Plan grew sharply - up 21.2% during 2024, from $59M to $72M. Reported net income was $13M.
How have Whatcom Educational Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whatcom Educational Credit Union's sponsor-wide assets grew 54.3%, from $46M to $72M.
Where does Whatcom Educational Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Whatcom Educational Credit Union Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Whatcom Educational Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Singer Equipment Co., Inc. 401(k) Retirement Plan in PA ($72M, 711 participants).
Which 401(k) plans cover a similar participant headcount to Whatcom Educational Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910712539.

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.