Defined Benefit (Pension) · DOL Form 5500 · 2024
Potlatch No 1 Financial Credit Union Pension Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 360
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $219,075
- Avg per participant Above avg balance/head
Official DOL plan name: Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Potlatch No 1 Financial Credit Union · Idaho · Finance & Insurance
$79M in assets, 360 participants
Potlatch No 1 Financial Credit Union's Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported $79M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,039 in Finance & Insurance (8,549 peers)
Where Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $79M for 360 participants (~$219,075/participant), up 8.0% in 2024.
- #7,039
- in Finance & Insurance (8,549 peers)
- +8.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Potlatch No 1 Financial 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
$78,866,940 Top 11% higher than 89% 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
Potlatch No 1 Financial 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. Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (360 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $13M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $73M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 367 in the plan year 2023 filing to 360 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 820201645 · Potlatch No 1 Financial Credit Union PY 2024 · Defined Benefit (Pension)
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust · $79M · 360 · 89th
- VS-ST $79M
- VS-ST 360
- VS-ST 89th
- VS-ST Defined Benefit (Pension)
- VS-ST near Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program
- VS-ST ind #7039
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 →
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $6M |
| Employer EIN | 820201645 |
| Plan Effective Date | 1961-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Potlatch No 1 Financial Credit Union)
Sponsor-wide plan assets over time
All Potlatch No 1 Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 38.25305320087573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 693 | $78M |
| 2023 | 2 | 746 | $97M |
| 2024 | 2 | 819 | $108M |
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
Potlatch No 1 Financial 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 Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program in TX ($79M); by covered participants it is Local 1102 Amalgamated Pension Fund in NY (360 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (360 participants); asset peers above are excluded.
- Local 1102 Amalgamated Pension Fund (NY) 360 · 0 off
- Pension Plan a of Healthnow Ny Inc. (PA) 360 · 0 off
- Corning Hospital Pension Plan (PA) 360 · 0 off
- Plumbers Local Union No. 17 Pension Plan (TN) 360 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.