Profit Sharing · DOL Form 5500 · 2024

Potlach No. 1 Financial Credit Union Profit Sharing Plan

Data updated 2026-07-24

$30M
Total assets: 459
Participants: 77th
Percentile by assets: $64,441
Avg per participant

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.

77th percentile by assets (of 116,472 plans)

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.

$30M
total plan assets (2024 EOY): 459
covered participants: 77th
percentile by assets (of 116,472 plans): $64,441
avg assets per participant

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 →

State

Idaho

Industry

Finance & Insurance

P1fcu 401(k) Plan and Trust vs the 2024 asset distribution

By assets, P1fcu 401(k) Plan and Trust outranks 77% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$30M
Net Income	$6M
Employer EIN	820201645
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Potlach No. 1 Financial Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	693	$78M
2023	2	746	$97M
2024	1	459	$30M

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

St. Luke's Health System Performance Incentive and 401(a) Matching Plan $770M · 17,370
Dykman Electrical, Inc. Profit Sharing Plan $29M · 99
The Bank of Commerce Profit Sharing Plan $25M · 142
St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan $24M · 420
Omnipure Filter Co. Inc. Profit Sharing Plan $11M · 164

Compare P1fcu 401(k) Plan and Trust side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to P1fcu 401(k) Plan and Trust by total assets, not by location.

Impax Asset Management 401(k) Retirement Plan (NH) $30M · 115
R.D.M. Electric Co., Inc. Profit Sharing Plan (CA) $30M · 204
Fertilizer Dealer Supply, Inc. Profit Sharing Plan (IL) $30M · 78
F.H.C. Employees' Retirement and Security Plan (TX) $30M · 674

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 declined 62.3%, from $78M to $30M.

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 116,472 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).

Next read for P1fcu 401(k) Plan and Trust

Scale reading

Ways to act on P1fcu 401(k) Plan and Trust's numbers.

By total assets, P1fcu 401(k) Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Idaho. Compare plans
Potlach No. 1 Financial Credit Union's sponsor-wide assets have declined 62.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.