Defined Benefit (Pension) · DOL Form 5500 · 2024
First Tech Federal Credit Union Pension Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $508,417
- Avg per participant High balance/head
Official DOL plan name: First Technology Credit Union Employees' Pension Plan · Sponsored by First Tech Federal Credit Union · Oregon · Finance & Insurance
$50M in assets, 98 participants
First Tech Federal Credit Union's First Technology Credit Union Employees' Pension Plan reported $50M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #6,443 in Finance & Insurance (8,549 peers)
Where First Technology Credit Union Employees' Pension Plan sits by assets
First Technology Credit Union Employees' Pension Plan sits in the top quartile of all filed plans by assets, $50M for 98 participants (~$508,417/participant), down 5.7% in 2024.
- #6,443
- in Finance & Insurance (8,549 peers)
- -5.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
First Technology Credit Union Employees' Pension Plan's outsized position by total assets
First Technology Credit Union Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,824,844 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
First Technology Credit Union Employees' Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Technology Credit Union Employees' Pension Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- First Technology Credit Union Employees' Pension Plan reported net income fell from $5M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- First Technology Credit Union Employees' Pension Plan reported participants fell from 105 in the plan year 2023 filing to 98 in the plan year 2024 filing.
- First Technology Credit Union Employees' Pension Plan end-of-year assets fell from $53M in the plan year 2023 filing to $50M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237062675 · First Tech Federal Credit Union PY 2024 · Defined Benefit (Pension)
First Technology Credit Union Employees' Pension Plan · $50M · 98 · 84th
- IND $50M
- IND 98
- IND 84th
- IND Defined Benefit (Pension)
- IND near Sharp Electronics Corporation Pension Plan
- IND ind #6443
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 Oregon →
First Technology Credit Union Employees' Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$3M |
| Employer EIN | 237062675 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Tech Federal Credit Union)
Sponsor-wide plan assets over time
All First Tech Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $315M 35.84636400578054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,654 | $232M |
| 2023 | 2 | 1,775 | $281M |
| 2024 | 2 | 1,727 | $315M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
First Technology Credit Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Sharp Electronics Corporation Pension Plan in NJ ($50M); by covered participants it is Sanford Health Employees' Pension Plan in SD (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Sharp Electronics Corporation Pension Plan (NJ) $50M · 116
- The Defined Benefit Plan of the Children's Institute Parent Company (PA) $50M · 48
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund (OH) $50M · 747
- Retirement Plan for Salaried Employees of Mersen USA (NJ) $50M · 76
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Sanford Health Employees' Pension Plan (SD) 98 · 0 off
- Schulte Roth & Zabel LLP Partners' Cash Balance Plan (IL) 98 · 0 off
- Schulte Roth & Zabel LLP Partners' Pension Plan (IL) 98 · 0 off
- The Timken Belts Pension Plan (OH) 98 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.