Patelco Credit Union Pension Plan — Form 5500 plan (Patelco Credit Union)
Plain-English plan 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 Pension Plan is a benefit plan reported by Patelco Credit Union under EIN 94-0755684 and plan number 001. The latest loaded filing year is 2023. The filing reports 658 participants and $71,918,708 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$71.9MPlan net assets, end of year$71,918,708
Participants658Covered participants reported
Assets / participant$109.3KComputed: assets ÷ participants$109,299 (computed)
Provider compensation$110.3K1 Schedule C provider row(s)$110,327
- Plan sponsor
- Patelco Credit Union
- EIN
- 94-0755684
- Plan number
- 001
- Plan type
- 2
- Location
- Dublin, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 658 | H, C | 20250915142846NAL0003182210001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$71.9M total assets
Net assets$71.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $71,918,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,918,708
- Net assets (BOY)
- $66,486,316
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,778,531
Expenses & distributions
- Benefits paid
- $3,172,644
- Administrative expenses
- $173,495
- Total expenses
- $3,346,139
- Net increase / (decrease)
- $5,432,392
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $110,327 | not reported in the loaded dataset | 2023 |