Defined Benefit (Pension) · DOL Form 5500 · 2024
Hapo Community Credit Union Pension Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 456
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $123,146
- Avg per participant Near avg balance/head
Official DOL plan name: Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Hapo Community Credit Union · Washington · Finance & Insurance
$56M in assets, 456 participants
Hapo Community Credit Union's Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust reported $56M in total assets and 456 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,611 in Finance & Insurance (8,549 peers)
Coverage in Washington
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust covers 456 participants in Washington, about 31% of the average Washington filer (state average ~1,476 per filing). Assets: $56M.
- #6,611
- in Finance & Insurance (8,549 peers)
- -0.5%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Hapo Community 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
$56,154,802 Top 15% higher than 85% 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
Hapo Community 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. Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (456 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $223K in the plan year 2023 filing to -$308K in the plan year 2024 filing.
- Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 441 in the plan year 2023 filing to 456 in the plan year 2024 filing.
- Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $56M in the plan year 2023 filing to $56M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 911792217 · Hapo Community Credit Union PY 2024 · Defined Benefit (Pension)
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust · $56M · 456 · 85th
- BOOK $56M
- BOOK 456
- BOOK 85th
- BOOK Defined Benefit (Pension)
- BOOK near Lifespire Retirement Plan
- BOOK ind #6611
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 →
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$308K |
| Employer EIN | 911792217 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hapo Community Credit Union)
Sponsor-wide plan assets over time
All Hapo Community Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 9.914927582567232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 862 | $78M |
| 2023 | 2 | 917 | $82M |
| 2024 | 2 | 945 | $86M |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $56.4B · 231,156
- The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
- The Boeing Company Employee Retirement Plan $15.4B · 31,398
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
- Paccar Inc Retirement Plan $2.7B · 10,345
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Lifespire Retirement Plan in NY ($56M); by covered participants it is Ch2m Hill Omi Retirement Plan in CO (456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Lifespire Retirement Plan (NY) $56M · 838
- DC 37 Local 389 Home Care Employees Pension Fund (NY) $56M · 1,099
- Landmark Credit Union Defined Benefit Plan (WI) $56M · 444
- The Gorman-Rupp Company Retirement Plan (OH) $56M · 231
Similar participant headcount
Nearest other-state filings by covered participants (456 participants); asset peers above are excluded.
- Ch2m Hill Omi Retirement Plan (CO) 456 · 0 off
- Laborers Local 231 Pension Plan (IL) 455 · 1 off
- Raley's Pension Plan (CA) 457 · 1 off
- Hawaii Sheet Metal Workers Pension Fund (HI) 455 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.