Defined Benefit (Pension) · DOL Form 5500 · 2024
Atlanta Postal Credit Union Pension Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 156
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $665,080
- Avg per participant High balance/head
Official DOL plan name: Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Atlanta Postal Credit Union · Georgia · Finance & Insurance
$104M in assets, 156 participants
Atlanta Postal Credit Union's Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust reported $104M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,308 in Finance & Insurance (8,549 peers)
Coverage in Georgia
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust covers 156 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $104M.
- #7,308
- in Finance & Insurance (8,549 peers)
- -3.9%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,752,548 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Atlanta Postal Credit Union Cash Balance Defined Benefit 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. Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 177 in the plan year 2023 filing to 156 in the plan year 2024 filing.
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$4M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $108M in the plan year 2023 filing to $104M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 580146810 · Atlanta Postal Credit Union PY 2024 · Defined Benefit (Pension)
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust · $104M · 156 · 91st
- SCH $104M
- SCH 156
- SCH 91st
- SCH Defined Benefit (Pension)
- SCH near Laborers' Local #157 Pension Fund
- SCH ind #7308
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 Georgia →
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | -$4M |
| Employer EIN | 580146810 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlanta Postal Credit Union)
Sponsor-wide plan assets over time
All Atlanta Postal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 5.081017355705852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 490 | $120M |
| 2023 | 2 | 491 | $118M |
| 2024 | 2 | 460 | $114M |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Laborers' Local #157 Pension Fund in NY ($104M); by covered participants it is Retirement Plan for Employees of the O'connell Companies, Inc. in MA (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Retirement Plan for Employees of the O'connell Companies, Inc. (MA) 156 · 0 off
- Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. (AL) 156 · 0 off
- Msg Entertainment Holdings, LLC Cash Balance Pension Plan (NY) 156 · 0 off
- Alaska Native Industries Employee Defined Benefit Pension Plan (WA) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.