401(k) · DOL Form 5500 · 2022

Goldenwest Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
602
Participants Below avg headcount
74th
Percentile by assets National rank
$27,025
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$16M in assets, 602 participants

Goldenwest Federal Credit Union's Goldenwest Federal Credit Union 401(k) Plan and Trust reported $16M in total assets and 602 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,497 in Finance & Insurance (9,261 peers)

Goldenwest Federal Credit Union multi-year trail

Goldenwest Federal Credit Union's plans moved +37.3% in assets from 2022 to 2024; this filing shows Goldenwest Federal Credit Union 401(k) Plan and Trust at $16M / 602 participants.

#5,497
in Finance & Insurance (9,261 peers)
-11.6%
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.

Goldenwest Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Goldenwest 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

$16,269,021 Top 26% higher than 74% 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

Goldenwest 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. Goldenwest Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (602 participants).

Published 5500 schedule card

Filing strip 870214471 · Goldenwest Federal Credit Union PY 2022 · 401(k)

Goldenwest Federal Credit Union 401(k) Plan and Trust · $16M · 602 · 74th

  • EBSA $16M
  • PART 602
  • TYPE 74th
  • NET 401(k)
  • BOOK near Triplelift, Inc. 401(k) Plan
  • VS-ST ind #5497

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 Utah →

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

Goldenwest Federal Credit Union 401(k) Plan and TrustGoldenwest Federal Credit Un…$16MTriplelift, Inc. 401(k) Plan$16MSamson Electric, Inc. Profit Sharing Plan and TrustSamson Electric, Inc. Profit…$16MTorrey Farms, Inc. 401(k) Profit Sharing PlanTorrey Farms, Inc. 401(k) Pr…$16MMesa Vineyard 401(k) Retirement PlanMesa Vineyard 401(k) Retirem…$16M
End-of-year total assets ($M) among Goldenwest Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Goldenwest Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Goldenwest Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$73M 37.28121718264771% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.3M $73.2M ▲ +37.3%
Year Plans Participants Total Assets
2022 2 1,050 $53M
2023 2 1,122 $64M
2024 2 1,197 $73M

Goldenwest Federal Credit Union filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN870214471
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Goldenwest Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Goldenwest Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.016269021 · Participants: 602Goldenwest Federal Credit Union 401(k) Plan and TrustDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Goldenwest Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Goldenwest Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Triplelift, Inc. 401(k) Plan in NY ($16M); by covered participants it is Financial Institutions, Inc. 401(k) Plan in NY (602 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (602 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 Goldenwest Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Goldenwest Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 11.6% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Goldenwest Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldenwest Federal Credit Union's sponsor-wide assets grew 37.3%, from $53M to $73M.
Which 401(k) plans are similar in size to Goldenwest Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Triplelift, Inc. 401(k) Plan in NY ($16M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Goldenwest Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Financial Institutions, Inc. 401(k) Plan in NY (602 participants, $57M 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 870214471.

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.