401(k) · DOL Form 5500 · 2022

Truwest Credit Union 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
260
Participants Below avg headcount
82nd
Percentile by assets National rank
$108,821
Avg per participant Below avg balance/head
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Official DOL plan name: Truwest 401(k) Retirement Plan · Sponsored by Truwest Credit Union · Arizona · Finance & Insurance

$28M in assets, 260 participants

Truwest Credit Union's Truwest 401(k) Retirement Plan reported $28M in total assets and 260 participants in its 2022 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.

  • #6,586 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Truwest 401(k) Retirement Plan covers 260 participants in Arizona, about 46% of the average Arizona filer (state average ~564 per filing). Assets: $28M.

#6,586
in Finance & Insurance (9,261 peers)
-11.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Truwest 401(k) Retirement Plan's outsized position by total assets

Truwest 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,293,417 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Truwest 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Truwest 401(k) Retirement Plan sits mid-pack in the medium band (260 participants).

Published 5500 schedule card

Filing strip 866050959 · Truwest Credit Union PY 2022 · 401(k)

Truwest 401(k) Retirement Plan · $28M · 260 · 82nd

  • SCH $28M
  • EBSA 260
  • PART 82nd
  • TYPE 401(k)
  • NET near Cape Cod Lumber Co., Inc. 401(k) Plan
  • BOOK ind #6586

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 Arizona →

Truwest 401(k) Retirement Plan in the asset neighbourhood

Filbert Management 401(k) PlanFilbert Management 401(k) Pl…$28MTruwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$28MCape Cod Lumber Co., Inc. 401(k) PlanCape Cod Lumber Co., Inc. 40…$28MFamily Tree Service, Inc. Retirement Savings PlanFamily Tree Service, Inc. Re…$28MSalt Lake Legal Defender Association 401(k) Profit Sharing PlanSalt Lake Legal Defender Ass…$28M
End-of-year total assets ($M) among Truwest 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN866050959
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truwest Credit Union)

Sponsor-wide plan assets over time

All Truwest Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.09770661493449% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $39.1M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 260 $28M
2023 1 272 $34M
2024 1 277 $39M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Truwest 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Truwest 401(k) Retirement Plan, Total assets ($B): 0.028293417 · Participants: 260Truwest 401(k) Retirement PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Truwest 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Truwest 401(k) Retirement Plan side-by-side with 3 peers →

Truwest 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cape Cod Lumber Co., Inc. 401(k) Plan in MA ($28M); by covered participants it is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Truwest 401(k) Retirement Plan assets move in 2022? ▼
Truwest 401(k) Retirement Plan pulled back noticeably - down 11.7% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Truwest Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truwest Credit Union's sponsor-wide assets grew 38.1%, from $28M to $39M.
Where does Truwest 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Truwest 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Truwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cape Cod Lumber Co., Inc. 401(k) Plan in MA ($28M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Truwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 866050959.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.