How many benefit plans does Patelco Credit Union report on Form 5500?

Patelco Credit Union (EIN 94-0755684) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Patelco Credit Union?

The Employer Identification Number (EIN) reported for Patelco Credit Union is 94-0755684.

What is the latest Form 5500 filing year for Patelco Credit Union?

The latest loaded Form 5500 filing year for Patelco Credit Union is 2023.

Patelco Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Patelco Credit Union (EIN 94-0755684) is a plan sponsor located in Dublin, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-0755684
Location: Dublin, CA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $179,093,463
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $179,093,463

Contributions & income

Employer contributions: $5,614,662
Participant contributions: $6,739,246
Total income / additions: $36,081,724

Expenses & distributions

Benefits paid / distributions: $10,480,479
Total expenses: $10,976,368
Net increase / (decrease): $25,105,356

Coverage

Total reported participants: 2,877
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Patelco Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Patelco Credit Union Employees 401(K) Plan	003	1,463	$107,174,755	2023
Patelco Credit Union Pension Plan	001	658	$71,918,708	2023
Patelco Credit Union Employee Benefits Plan	502	756	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Patelco Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Patelco Credit Union Employee Benefits Plan	756	—	20240620134844NAL0001963952001
2023	Patelco Credit Union Employees 401(K) Plan	1,463	H, C	20241010175013NAL0020645953001
2023	Patelco Credit Union Pension Plan	658	H, C	20250915142846NAL0003182210001