Money Purchase · DOL Form 5500 · 2024

Whitefish Credit Union Association Money Purchase Plan

Data updated 2026-08-11

$9M
Total assets: 191
Participants: 52nd
Percentile by assets: $44,810
Avg per participant

Official DOL plan name: Whitefish Credit Union Association Employees' Pension Plan · Sponsored by Whitefish Credit Union Association · Montana · Finance & Insurance

$9M in assets, 191 participants

Whitefish Credit Union Association's Whitefish Credit Union Association Employees' Pension Plan reported $9M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

52nd percentile by assets (of 123,622 plans)
#3,118 in Finance & Insurance (8,549 peers)

Whitefish Credit Union Association multi-year trail

Whitefish Credit Union Association's plans moved +36.5% in assets from 2022 to 2024; this filing shows Whitefish Credit Union Association Employees' Pension Plan at $9M / 191 participants.

$9M
total plan assets (2024 EOY): 191
covered participants: 52nd
percentile by assets (of 123,622 plans): $44,810
avg assets per participant

Whitefish Credit Union Association Employees' Pension Plan reported net income rose from $557K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Whitefish Credit Union Association Employees' Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Whitefish Credit Union Association Employees' Pension Plan reported participants rose from 178 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Montana

Industry

Finance & Insurance

Whitefish Credit Union Association across 3 plan years on file

Across the 3 plan years Whitefish Credit Union Association has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $20M, a gain of 36.5%, while reported participants moved from 362 to 399 (+10.2%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($15M).

Whitefish Credit Union Association multi-year asset trail

Total plan assets by year, all Whitefish Credit Union Association plans on file

Year	Plans	Participants	Total Assets
2022	2	362	$15M
2023	2	399	$17M
2024	2	399	$20M

Whitefish Credit Union Association filing trail (2024)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	810208730
Plan Effective Date	1973-11-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Whitefish Credit Union Association Employees' Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants

Billings Clinic Pension Plan $262M · 5,580
Bozeman Health Retirement Plan $99M · 1,879
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $42M · 621
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $22M · 270
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $21M · 327

Compare Whitefish Credit Union Association Emplo… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Whitefish Credit Union Association Employees' Pension Plan by total assets, not by location.

Jefferson Community Health Center Inc. Employees Pension Plan (NE) $9M · 247
Safety Marking, Inc. Money Purchase Pension Plan (CT) $9M · 154
Building Services Local 2 Retirement Plan & Trust (NY) $9M · 275
Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan (KY) $8M · 75

Frequently Asked Questions

How did Whitefish Credit Union Association Employees' Pension Plan assets move in 2024? ▼

Whitefish Credit Union Association Employees' Pension Plan grew at a solid clip - up 14.1% during 2024, from $7M to $9M. Reported net income was $1M.

How have Whitefish Credit Union Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Whitefish Credit Union Association's sponsor-wide assets grew 36.5%, from $15M to $20M.

Which Money Purchase plans are similar in size to Whitefish Credit Union Association Employees' Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Jefferson Community Health Center Inc. Employees Pension Plan in NE ($9M, 247 participants).

Next read for Whitefish Credit Union Association Emplo…

Multi-year trail

Ways to act on Whitefish Credit Union Association Employees' Pension Plan's numbers.

By total assets, Whitefish Credit Union Association Employees' Pension Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans
Whitefish Credit Union Association's sponsor-wide assets have grown 36.5% 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 810208730.