Profit Sharing · DOL Form 5500 · 2024

Potlach No. 1 Financial Credit Union Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
459
Participants Below avg headcount
77th
Percentile by assets National rank
$64,441
Avg per participant Low balance/head
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Official DOL plan name: P1fcu 401(k) Plan and Trust · Sponsored by Potlach No. 1 Financial Credit Union · Idaho · Finance & Insurance

$30M in assets, 459 participants

Potlach No. 1 Financial Credit Union's P1fcu 401(k) Plan and Trust reported $30M in total assets and 459 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,504 in Finance & Insurance (8,549 peers)

Where P1fcu 401(k) Plan and Trust sits by assets

P1fcu 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $30M for 459 participants (~$64,441/participant), up 24.7% in 2024.

#5,504
in Finance & Insurance (8,549 peers)
+24.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

P1fcu 401(k) Plan and Trust's outsized position by total assets

P1fcu 401(k) Plan and Trust vs every filed plan by assets

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

$29,578,607 Top 23% higher than 77% 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

P1fcu 401(k) Plan and Trust 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. P1fcu 401(k) Plan and Trust sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P1fcu 401(k) Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • P1fcu 401(k) Plan and Trust reported participants rose from 379 in the plan year 2023 filing to 459 in the plan year 2024 filing.
  • P1fcu 401(k) Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820201645 · Potlach No. 1 Financial Credit Union PY 2024 · Profit Sharing

P1fcu 401(k) Plan and Trust · $30M · 459 · 77th

  • NET $30M
  • NET 459
  • NET 77th
  • NET Profit Sharing
  • NET near Impax Asset Management 401(k) Retirement Plan
  • NET ind #5504

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 →

P1fcu 401(k) Plan and Trust in the asset neighbourhood

Fertilizer Dealer Supply, Inc. Profit Sharing PlanFertilizer Dealer Supply, In…$30MProfit Sharing Plan for Employees of Stater Bros. MarketsProfit Sharing Plan for Empl…$30MImpax Asset Management 401(k) Retirement PlanImpax Asset Management 401(k…$30MP1fcu 401(k) Plan and Trust$30MR.D.M. Electric Co., Inc. Profit Sharing PlanR.D.M. Electric Co., Inc. Pr…$30M
End-of-year total assets ($M) among P1fcu 401(k) Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN820201645
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potlach No. 1 Financial Credit Union)

Sponsor-wide plan assets over time

All Potlach No. 1 Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$108M 38.25305320087573% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78.4M $108M ▲ +38.3%
Year Plans Participants Total Assets
2022 2 693 $78M
2023 2 746 $97M
2024 2 819 $108M

Nearby Profit Sharing Plans in Idaho

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

P1fcu 401(k) Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants P1fcu 401(k) Plan and Trust, Total assets ($M): 29.578607 · Participants: 459P1fcu 401(k) Plan and TrustSt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 769.886564 · Participants: 17370St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 28.751994 · Participants: 99Dykman Electrical, Inc. Profit Sharing PlanThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 24.895004 · Participants: 142The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 23.963292 · Participants: 420St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) PlanOmnipure Filter Co. Inc. Profit Sharing Plan, Total assets ($M): 11.167598 · Participants: 164Omnipure Filter Co. Inc. Profit Sharing Plan
P1fcu 401(k) Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare P1fcu 401(k) Plan and Trust side-by-side with 3 peers →

P1fcu 401(k) Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is Impax Asset Management 401(k) Retirement Plan in NH ($30M); by covered participants it is Operative Plasterers and Cement Masons Local 29 Annuity Plan in NJ (458 participants). Same-state nearby plans are listed separately above.

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 P1fcu 401(k) Plan and Trust assets move in 2024? ▼
P1fcu 401(k) Plan and Trust grew sharply - up 24.7% during 2024, from $24M to $30M. Reported net income was $6M.
How have Potlach No. 1 Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potlach No. 1 Financial Credit Union's sponsor-wide assets grew 38.3%, from $78M to $108M.
Where does P1fcu 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
P1fcu 401(k) Plan and Trust ranks in the 77th 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 Profit Sharing plans are similar in size to P1fcu 401(k) Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Impax Asset Management 401(k) Retirement Plan in NH ($30M, 115 participants).
Which Profit Sharing plans cover a similar participant headcount to P1fcu 401(k) Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Operative Plasterers and Cement Masons Local 29 Annuity Plan in NJ (458 participants, $23M 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 820201645.

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.