Defined Benefit (Pension) · DOL Form 5500 · 2024

Gesa Credit Union Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
492
Participants Below avg headcount
68th
Percentile by assets National rank
$35,408
Avg per participant Low balance/head
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Official DOL plan name: Gesa Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Gesa Credit Union · Washington · Finance & Insurance

$17M in assets, 492 participants

Gesa Credit Union's Gesa Credit Union Cash Balance Defined Benefit Plan and Trust reported $17M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,442 in Finance & Insurance (8,549 peers)

Coverage in Washington

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust covers 492 participants in Washington, about 33% of the average Washington filer (state average ~1,476 per filing). Assets: $17M.

#4,442
in Finance & Insurance (8,549 peers)
+9.5%
assets growth YoY

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Gesa 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

$17,420,908 Top 32% higher than 68% of 123,620 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 2024

Gesa 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. Gesa Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gesa Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from $975K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Gesa Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 579 in the plan year 2023 filing to 492 in the plan year 2024 filing.
  • Gesa Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 910616262 · Gesa Credit Union PY 2024 · Defined Benefit (Pension)

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust · $17M · 492 · 68th

  • PHOTO $17M
  • PHOTO 492
  • PHOTO 68th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Plumbers and Pipefitters Local Union No. 45 Retirement Plan
  • PHOTO ind #4442

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 →

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Husch Blackwell LLP Cash Balance Pension PlanHusch Blackwell LLP Cash Bal…$17MGesa Credit Union Cash Balance Defined Benefit Plan and TrustGesa Credit Union Cash Balan…$17MPlumbers and Pipefitters Local Union No. 45 Retirement PlanPlumbers and Pipefitters Loc…$17MFulton County Medical Center Employees' Pension PlanFulton County Medical Center…$17MPension Plan for Non-Union Employees of Peerless Importers Inc.Pension Plan for Non-Union E…$17M
End-of-year total assets ($M) among Gesa Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN910616262
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gesa Credit Union)

Sponsor-wide plan assets over time

All Gesa Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$86M 32.79663690027756% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65M $86.3M ▲ +32.8%
Year Plans Participants Total Assets
2022 3 1,304 $65M
2023 3 1,256 $75M
2024 3 1,269 $86M

Nearby Defined Benefit (Pension) Plans in Washington

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

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Gesa Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.017420908 · Participants: 492Gesa Credit Union Cash Balance Defined Benefit Plan and TrustWestern Conference of Teamsters Pension Plan, Total assets ($B): 56.4105157 · Participants: 231156Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 23.342502332 · Participants: 29538The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 15.379508818 · Participants: 31398The Boeing Company Employee Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 3.327244882 · Participants: 8695Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement PlanPaccar Inc Retirement Plan, Total assets ($B): 2.704439451 · Participants: 10345Paccar Inc Retirement Plan
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Gesa Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Gesa 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 Plumbers and Pipefitters Local Union No. 45 Retirement Plan in MO ($17M); by covered participants it is Volvo Retirement Plan in PA (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gesa Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 9.5% during 2024, from $16M to $17M. Reported net income was $2M.
How have Gesa Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gesa Credit Union's sponsor-wide assets grew 32.8%, from $65M to $86M.
Which Defined Benefit (Pension) plans are similar in size to Gesa Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers and Pipefitters Local Union No. 45 Retirement Plan in MO ($17M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gesa Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Volvo Retirement Plan in PA (492 participants, $101M in assets).

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 910616262.

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.