401(k) · DOL Form 5500 · 2022

Westreet Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
199
Participants Below avg headcount
62nd
Percentile by assets National rank
$43,961
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westreet Federal Credit Union 401(k) Plan and Trust · Sponsored by Westreet Federal Credit Union · Oklahoma · Finance & Insurance

$9M in assets, 199 participants

Westreet Federal Credit Union's Westreet Federal Credit Union 401(k) Plan and Trust reported $9M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,222 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Westreet Federal Credit Union 401(k) Plan and Trust covers 199 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#4,222
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westreet Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Westreet Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$8,748,223 Top 38% higher than 62% 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

Westreet Federal Credit Union 401(k) Plan and Trust 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. Westreet Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (199 participants).

Published 5500 schedule card

Filing strip 730582491 · Westreet Federal Credit Union PY 2022 · 401(k)

Westreet Federal Credit Union 401(k) Plan and Trust · $9M · 199 · 62nd

  • PHOTO $9M
  • IND 199
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Employees' Profit Sharing Plan of Marketing Displays, Inc.
  • PCT ind #4222

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 Oklahoma →

Westreet Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Westreet Federal Credit Union 401(k) Plan and TrustWestreet Federal Credit Unio…$9MEmployees' Profit Sharing Plan of Marketing Displays, Inc.Employees' Profit Sharing Pl…$9MJacobsen/Daniels Associates 401(k) PlanJacobsen/Daniels Associates …$9MZenith Energy Terminals Holdings LLC 401(k) PlanZenith Energy Terminals Hold…$9MElder Bray & Bankler 401(k) PlanElder Bray & Bankler 401(k) …$9M
End-of-year total assets ($M) among Westreet Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN730582491
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westreet Federal Credit Union)

Sponsor-wide plan assets over time

All Westreet Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 18.580504863673458% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.75M $10.4M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 199 $9M
2023 1 219 $10M
2024 1 230 $10M

Nearby 401(k) Plans in Oklahoma

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

Westreet Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Westreet Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.008748223 · Participants: 199Westreet Federal Credit Union 401(k) Plan and TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Westreet Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants

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

Outside Oklahoma, the nearest 401(k) by assets is Employees' Profit Sharing Plan of Marketing Displays, Inc. in MI ($9M); by covered participants it is Retirement 401(k) Plan in IL (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Westreet Federal Credit Union 401(k) Plan and Trust assets move in 2022?
Westreet Federal Credit Union 401(k) Plan and Trust declined sharply - down 18.0% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Westreet Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Westreet Federal Credit Union's sponsor-wide assets grew 18.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Westreet Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Employees' Profit Sharing Plan of Marketing Displays, Inc. in MI ($9M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Westreet Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Retirement 401(k) Plan in IL (199 participants, N/A in assets).