401(k) · DOL Form 5500 · 2022

Credit Union West 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
219
Participants Below avg headcount
73rd
Percentile by assets National rank
$68,598
Avg per participant Below avg balance/head
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Official DOL plan name: Credit Union West 401(k) Plan · Sponsored by Credit Union West · Arizona · Finance & Insurance

$15M in assets, 219 participants

Credit Union West's Credit Union West 401(k) Plan reported $15M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,321 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Credit Union West 401(k) Plan covers 219 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $15M.

#5,321
in Finance & Insurance (9,261 peers)
-20.3%
assets change YoY

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.

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

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

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

$15,022,901 Top 27% higher than 73% 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

Credit Union West 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. Credit Union West 401(k) Plan sits mid-pack in the medium band (219 participants).

Form 5500 schedule snapshot

Filing strip 860108241 · Credit Union West PY 2022 · 401(k)

Credit Union West 401(k) Plan · $15M · 219 · 73rd

  • EIN $15M
  • RANK 219
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Cook Solutions Group 401(k) Plan
  • 5500 ind #5321

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 →

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

Credit Union West 401(k) Plan$15MCook Solutions Group 401(k) PlanCook Solutions Group 401(k) …$15MGreenwood, Inc. 401(k) Retirement Savings PlanGreenwood, Inc. 401(k) Retir…$15MMettel 401(k) Profit Sharing PlanMettel 401(k) Profit Sharing…$15MCorporate Mailings Inc. 401(k) Profit Sharing PlanCorporate Mailings Inc. 401(…$15M
End-of-year total assets ($M) among Credit Union West 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN860108241
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union West)

Sponsor-wide plan assets over time

All Credit Union West plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.12379885287683% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.9M $22.9M ▼ -28.1%
Year Plans Participants Total Assets
2022 2 283 $32M
2023 2 239 $37M
2024 2 250 $23M

Nearby 401(k) Plans in Arizona

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

Credit Union West 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Credit Union West 401(k) Plan, Total assets ($B): 0.015022901 · Participants: 219Credit Union West 401(k) 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
Credit Union West 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Credit Union West 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Cook Solutions Group 401(k) Plan in OR ($15M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Credit Union West 401(k) Plan assets move in 2022? ▼
Credit Union West 401(k) Plan declined sharply - down 20.3% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Credit Union West plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union West's sponsor-wide assets declined 28.1%, from $32M to $23M.
Which 401(k) plans are similar in size to Credit Union West 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cook Solutions Group 401(k) Plan in OR ($15M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union West 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants, N/A 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 860108241.

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.