PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WEPCO FEDERAL CREDIT UNION
Sponsor portfolio

WEPCO FEDERAL CREDIT UNION

EIN 52-0627367-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
93
PO BOX 157 - BLOOMINGTON, MD 215230157301-359-3081
Plans on this EIN
2 filings
#002TraditionalDB-$5.3M - 17 part#001401k-$2.2M - 76 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 93 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFINED BENEFIT PLAN (#002)71%
  • 401(K) RETIREMENT PLAN (#001)29%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)76
  • DEFINED BENEFIT PLAN (#002)17
Total 93Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WEPCO FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$5.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WEPCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$2.2M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEPCO FEDERAL CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$5.3M172024
001WEPCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN401k$2.2M762024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica