Defined Benefit (Pension) · DOL Form 5500 · 2024
Idaho Central Credit Union Pension Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 1,616
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $64,879
- Avg per participant Low balance/head
Official DOL plan name: Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Idaho Central Credit Union · Idaho · Finance & Insurance
$105M in assets, 1,616 participants
Idaho Central Credit Union's Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust reported $105M in total assets and 1,616 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.
- #7,315 in Finance & Insurance (8,549 peers)
Coverage in Idaho
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust covers 1,616 participants in Idaho, 4.7x the typical Idaho plan (state average ~347 per filing). Assets: $105M.
- #7,315
- in Finance & Insurance (8,549 peers)
- +21.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Idaho Central 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
$104,844,971 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
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust lands in the large band (1,616 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $86M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 1,524 in the plan year 2023 filing to 1,616 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 820217065 · Idaho Central Credit Union PY 2024 · Defined Benefit (Pension)
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust · $105M · 1,616 · 91st
- IND $105M
- IND 1,616
- IND 91st
- IND Defined Benefit (Pension)
- IND near Milk Drivers and Dairy Employees Local 246 Pension Fund
- IND ind #7315
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 Idaho →
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $19M |
| Employer EIN | 820217065 |
| Plan Effective Date | 1978-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Idaho Central Credit Union)
Sponsor-wide plan assets over time
All Idaho Central Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $204M 59.89988290921316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,884 | $128M |
| 2023 | 2 | 3,282 | $167M |
| 2024 | 2 | 3,451 | $204M |
Nearby Defined Benefit (Pension) Plans in Idaho
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Idaho National Laboratory Employee Retirement Plan $2.0B · 930
- Retirement Plan of Idaho Power Company $971M · 2,113
- Shaws Supermarkets, Inc. Pension Plan for Union Employees $230M · 5,378
- Amalgamated Sugar Company Hourly Retirement Plan $224M · 878
- St. Luke's Health System Basic Pension Plan $144M · 217
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Idaho, the nearest Defined Benefit (Pension) by assets is Milk Drivers and Dairy Employees Local 246 Pension Fund in MD ($105M); by covered participants it is University of Southern California Support Staff Retirement Plan in CA (1,616 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Milk Drivers and Dairy Employees Local 246 Pension Fund (MD) $105M · 158
- Upstate New York Bakery Drivers and Industry Pension Fund (NY) $105M · 567
- Monument Health, Inc. Pension Plan (SD) $105M · 2,726
- Ehs - Local 153 Pension Plan (NY) $105M · 19
Similar participant headcount
Nearest other-state filings by covered participants (1,616 participants); asset peers above are excluded.
- University of Southern California Support Staff Retirement Plan (CA) 1,616 · 0 off
- Harris Teeter Supermarkets, Inc. Employees' Pension Plan (NC) 1,615 · 1 off
- Northrop Grumman Retirement Plan B (VA) 1,614 · 2 off
- Plumbers Union Local No. 12 Pension (MA) 1,619 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.