401(k) · DOL Form 5500 · 2024

Gesa Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
726
Participants Near avg headcount
82nd
Percentile by assets National rank
$56,578
Avg per participant Low balance/head
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Official DOL plan name: Gesa Credit Union 401(k) Plan and Trust · Sponsored by Gesa Credit Union · Washington · Finance & Insurance

$41M in assets, 726 participants

Gesa Credit Union's Gesa Credit Union 401(k) Plan and Trust reported $41M in total assets and 726 participants in its 2024 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.

  • #6,136 in Finance & Insurance (8,549 peers)

Coverage in Washington

Gesa Credit Union 401(k) Plan and Trust covers 726 participants in Washington, about 49% of the average Washington filer (state average ~1,476 per filing). Assets: $41M.

#6,136
in Finance & Insurance (8,549 peers)
+24.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gesa Credit Union 401(k) Plan and Trust's outsized position by total assets

Gesa Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$41,075,563 Top 18% higher than 82% 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

Gesa Credit Union 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. Gesa Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (726 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gesa Credit Union 401(k) Plan and Trust end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Gesa Credit Union 401(k) Plan and Trust reported participants rose from 622 in the plan year 2023 filing to 726 in the plan year 2024 filing.
  • Gesa Credit Union 401(k) Plan and Trust reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 910616262 · Gesa Credit Union PY 2024 · 401(k)

Gesa Credit Union 401(k) Plan and Trust · $41M · 726 · 82nd

  • EBSA $41M
  • PART 726
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Heimark Distributing, LLC 401 (K) Plan
  • VS-ST ind #6136

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 →

Gesa Credit Union 401(k) Plan and Trust in the asset neighbourhood

Offshore Energy Services 401(k) Profit Sharing PlanOffshore Energy Services 401…$41MHeimark Distributing, LLC 401 (K) PlanHeimark Distributing, LLC 40…$41MGesa Credit Union 401(k) Plan and TrustGesa Credit Union 401(k) Pla…$41MSumaria Systems, LLC 401(k) Profit Sharing PlanSumaria Systems, LLC 401(k) …$41MFalconwood, Inc. 401(k) Profit Sharing Plan and TrustFalconwood, Inc. 401(k) Prof…$41M
End-of-year total assets ($M) among Gesa Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN910616262
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gesa Credit Union)

Sponsor-wide plan assets over time

All Gesa Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$86M 32.79663690027756% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65M $86.3M ▲ +32.8%
Year Plans Participants Total Assets
2022 3 1,304 $65M
2023 3 1,256 $75M
2024 3 1,269 $86M

Nearby 401(k) Plans in Washington

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

Gesa Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Gesa Credit Union 401(k) Plan and Trust, Total assets ($B): 0.041075563 · Participants: 726Gesa Credit Union 401(k) Plan and TrustThe 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
Gesa Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Gesa Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Gesa Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Heimark Distributing, LLC 401 (K) Plan in CA ($41M); by covered participants it is Las Vegas Sands Corp. 401(k) Retirement Plan in NV (726 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 Gesa Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Gesa Credit Union 401(k) Plan and Trust grew sharply - up 24.8% during 2024, from $33M to $41M. Reported net income was $8M.
How have Gesa Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gesa Credit Union's sponsor-wide assets grew 32.8%, from $65M to $86M.
Where does Gesa Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Gesa Credit Union 401(k) Plan and Trust ranks in the 82nd 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 Gesa Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Heimark Distributing, LLC 401 (K) Plan in CA ($41M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Gesa Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Las Vegas Sands Corp. 401(k) Retirement Plan in NV (726 participants, $118M 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 910616262.

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.