Defined Benefit (Pension) · DOL Form 5500 · 2022

Credit Union West Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
64
Participants Small participant base
75th
Percentile by assets National rank
$262,920
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Credit Union West Retirement Pension Plan · Sponsored by Credit Union West · Arizona · Finance & Insurance

$17M in assets, 64 participants

Credit Union West's Credit Union West Retirement Pension Plan reported $17M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,569 in Finance & Insurance (9,261 peers)

Where Credit Union West Retirement Pension Plan sits by assets

Credit Union West Retirement Pension Plan sits in the top quartile of all filed plans by assets, $17M for 64 participants (~$262,920/participant), down 29.4% in 2022.

#5,569
in Finance & Insurance (9,261 peers)
-29.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Credit Union West Retirement Pension Plan's outsized position by total assets

Credit Union West Retirement Pension Plan vs every filed plan by assets

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

$16,826,861 Top 25% higher than 75% 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 Retirement Pension Plan among smaller 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 Retirement Pension Plan is a small filing (64 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 860108241 · Credit Union West PY 2022 · Defined Benefit (Pension)

Credit Union West Retirement Pension Plan · $17M · 64 · 75th

  • TYPE $17M
  • NET 64
  • BOOK 75th
  • VS-ST Defined Benefit (Pension)
  • BOY near Goraleigh Pension Plan
  • SCH ind #5569

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 Retirement Pension Plan in the asset neighbourhood

Pension Plan for Birla Carbon USAPension Plan for Birla Carbo…$17MCredit Union West Retirement Pension PlanCredit Union West Retirement…$17MGoraleigh Pension Plan$17MPeoria Chapter of Bricklayers Local No. 6 Pension Plan and TrustPeoria Chapter of Bricklayer…$17MForefront Dermatology Cash Balance Pension PlanForefront Dermatology Cash B…$17M
End-of-year total assets ($M) among Credit Union West Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$17M
Net Income-$7M
Employer EIN860108241
Plan Effective Date1972-07-01
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 Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Credit Union West Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Credit Union West Retirement Pension Plan, Total assets ($B): 0.016826861 · Participants: 64Credit Union West Retirement Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Credit Union West Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Credit Union West Retirement Pension Plan side-by-side with 3 peers →

Credit Union West Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Goraleigh Pension Plan in TX ($17M); by covered participants it is United Heritage Credit Union Defined Benefit Plan and Trust in TX (64 participants). Same-state nearby plans are listed separately above.

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 Retirement Pension Plan assets move in 2022? ▼
Credit Union West Retirement Pension Plan declined sharply - down 29.4% during 2022, from $24M to $17M. Reported net income was -$7M.
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.
Where does Credit Union West Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Credit Union West Retirement Pension Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Credit Union West Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Goraleigh Pension Plan in TX ($17M, 241 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Credit Union West Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is United Heritage Credit Union Defined Benefit Plan and Trust in TX (64 participants, $17M 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.