Defined Benefit (Pension) · DOL Form 5500 · 2023

Patelco Credit Union Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
143
Participants Small participant base
89th
Percentile by assets National rank
$502,928
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Patelco Credit Union Pension Plan · Sponsored by Patelco Credit Union · California · Finance & Insurance

$72M in assets, 143 participants

Patelco Credit Union's Patelco Credit Union Pension Plan reported $72M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,338 in Finance & Insurance (8,869 peers)

Coverage in California

Patelco Credit Union Pension Plan covers 143 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $72M.

#7,338
in Finance & Insurance (8,869 peers)
+8.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Patelco Credit Union Pension Plan's outsized position by total assets

Patelco Credit Union Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$71,918,708 Top 11% higher than 89% of 127,068 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 2023

Patelco Credit Union Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patelco Credit Union Pension Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patelco Credit Union Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Patelco Credit Union Pension Plan reported participants fell from 162 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • Patelco Credit Union Pension Plan end-of-year assets rose from $66M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940755684 · Patelco Credit Union PY 2023 · Defined Benefit (Pension)

Patelco Credit Union Pension Plan · $72M · 143 · 89th

  • EOY $72M
  • EOY 143
  • EOY 89th
  • EOY Defined Benefit (Pension)
  • EOY near Office & Professional Employees Iu Pension Plan
  • EOY ind #7338

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 California →

Patelco Credit Union Pension Plan in the asset neighbourhood

Office & Professional Employees Iu Pension PlanOffice & Professional Employ…$72MTeachers Federal Credit Union Defined Benefit PlanTeachers Federal Credit Unio…$72MPatelco Credit Union Pension PlanPatelco Credit Union Pension…$72MIuoe Local 295-295b,C Pension FundIuoe Local 295-295b,C Pensio…$72MHitachi High-Tech America, Inc. Retirement PlanHitachi High-Tech America, I…$72M
End-of-year total assets ($M) among Patelco Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$72M
Net Income$5M
Employer EIN940755684
Plan Effective Date1962-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patelco Credit Union)

Sponsor-wide plan assets over time

All Patelco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$128M 17.044543576342555% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $154M $128M ▼ -17.0%
Year Plans Participants Total Assets
2022 2 926 $154M
2023 2 989 $179M
2024 1 861 $128M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Patelco Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Patelco Credit Union Pension Plan, Total assets ($B): 0.071918708 · Participants: 143Patelco Credit Union Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Patelco Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Patelco Credit Union Pension Plan side-by-side with 3 peers →

Patelco Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Office & Professional Employees Iu Pension Plan in NY ($72M); by covered participants it is Local 153-Ghi Pension Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Patelco Credit Union Pension Plan assets move in 2023? ▼
Patelco Credit Union Pension Plan grew at a solid clip - up 8.2% during 2023, from $66M to $72M. Reported net income was $5M.
How have Patelco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patelco Credit Union's sponsor-wide assets declined 17.0%, from $154M to $128M.
Where does Patelco Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Patelco Credit Union Pension Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Patelco Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Office & Professional Employees Iu Pension Plan in NY ($72M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Patelco Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 153-Ghi Pension Plan in NY (143 participants, $252M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940755684.

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.