Defined Benefit (Pension) · DOL Form 5500 · 2024
Capital Educators Federal Credit Union Pension Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 275
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $147,558
- Avg per participant Above avg balance/head
Official DOL plan name: Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Capital Educators Federal Credit Union · Idaho · Finance & Insurance
$41M in assets, 275 participants
Capital Educators Federal Credit Union's Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $41M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,118 in Finance & Insurance (8,549 peers)
Where Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets
Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $41M for 275 participants (~$147,558/participant), up 10.6% in 2024.
- #6,118
- in Finance & Insurance (8,549 peers)
- +10.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Capital Educators Federal 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
$40,578,463 Top 18% higher than 82% 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
Capital Educators Federal 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. Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (275 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 255 in the plan year 2023 filing to 275 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 820212120 · Capital Educators Federal Credit Union PY 2024 · Defined Benefit (Pension)
Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $41M · 275 · 82nd
- PHOTO $41M
- IND 275
- EOY 82nd
- 5500 Defined Benefit (Pension)
- ASSETS near Gkn Sinter Metals Pension Plan
- PCT ind #6118
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 →
Capital Educators Federal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $4M |
| Employer EIN | 820212120 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Educators Federal Credit Union)
Sponsor-wide plan assets over time
All Capital Educators Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 40.979362056823824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 478 | $36M |
| 2023 | 2 | 527 | $45M |
| 2024 | 2 | 562 | $51M |
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
Capital Educators Federal 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 Gkn Sinter Metals Pension Plan in MI ($41M); by covered participants it is Crounse Corporation Marine & Maintenance Employees' Pension Plan in KY (276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (275 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.