401(k) · DOL Form 5500 · 2022

Meriwest Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
220
Participants Below avg headcount
81st
Percentile by assets National rank
$121,861
Avg per participant Near avg balance/head
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Official DOL plan name: Meriwest Credit Union 401(k) Plan · Sponsored by Meriwest Credit Union · California · Finance & Insurance

$27M in assets, 220 participants

Meriwest Credit Union's Meriwest Credit Union 401(k) Plan reported $27M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,478 in Finance & Insurance (9,261 peers)

Coverage in California

Meriwest Credit Union 401(k) Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $27M.

#6,478
in Finance & Insurance (9,261 peers)
-15.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meriwest Credit Union 401(k) Plan's outsized position by total assets

Meriwest Credit Union 401(k) Plan vs every filed plan by assets

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

$26,809,331 Top 19% higher than 81% 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

Meriwest Credit Union 401(k) 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. Meriwest Credit Union 401(k) Plan sits mid-pack in the medium band (220 participants).

DOL schedule card

Filing strip 941521987 · Meriwest Credit Union PY 2022 · 401(k)

Meriwest Credit Union 401(k) Plan · $27M · 220 · 81st

  • VS-ST $27M
  • BOY 220
  • SCH 81st
  • EBSA 401(k)
  • PART near Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan
  • TYPE ind #6478

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 California →

Meriwest Credit Union 401(k) Plan in the asset neighbourhood

Meriwest Credit Union 401(k) PlanMeriwest Credit Union 401(k)…$27MOrthopedic Surgeons of Wisconsin, S.C. Retirement PlanOrthopedic Surgeons of Wisco…$27MTiffany & Bosco, P.a. Profit Sharing 401(k) PlanTiffany & Bosco, P.a. Profit…$27MCelonis, Inc. 401(k) Plan$27MXtek Inc Employee Savings PlanXtek Inc Employee Savings Pl…$27M
End-of-year total assets ($M) among Meriwest Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN941521987
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriwest Credit Union)

Sponsor-wide plan assets over time

All Meriwest Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$118M 22.03241926592662% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97M $118M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 422 $97M
2023 2 423 $110M
2024 2 431 $118M

Nearby 401(k) Plans in California

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

Meriwest Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Meriwest Credit Union 401(k) Plan, Total assets ($B): 0.026809331 · Participants: 220Meriwest Credit Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Meriwest Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Meriwest Credit Union 401(k) Plan side-by-side with 3 peers →

Meriwest Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan in WI ($27M); by covered participants it is Barley Snyder Savings Plan in PA (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Meriwest Credit Union 401(k) Plan assets move in 2022? ▼
Meriwest Credit Union 401(k) Plan declined sharply - down 15.5% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Meriwest Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriwest Credit Union's sponsor-wide assets grew 22.0%, from $97M to $118M.
Where does Meriwest Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Meriwest Credit Union 401(k) Plan ranks in the 81st 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 Meriwest Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan in WI ($27M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Meriwest Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barley Snyder Savings Plan in PA (220 participants, $45M 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 941521987.

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.