401(k) · DOL Form 5500 · 2023

Meriwest Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
230
Participants Below avg headcount
80th
Percentile by assets National rank
$143,047
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

$33M in assets, 230 participants

Meriwest Credit Union's Meriwest Credit Union 401(k) Plan reported $33M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,223 in Finance & Insurance (8,869 peers)

Coverage in California

Meriwest Credit Union 401(k) Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $33M.

#6,223
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$32,900,749 Top 20% higher than 80% of 127,068 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 2023

Meriwest Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meriwest Credit Union 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Meriwest Credit Union 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Meriwest Credit Union 401(k) Plan reported participants rose from 220 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941521987 · Meriwest Credit Union PY 2023 · 401(k)

Meriwest Credit Union 401(k) Plan · $33M · 230 · 80th

  • 5500 $33M
  • 5500 230
  • 5500 80th
  • 5500 401(k)
  • 5500 near Cw Financial Services LLC Investment Plan
  • 5500 ind #6223

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)…$33MCw Financial Services LLC Investment PlanCw Financial Services LLC In…$33MCascade Designs, Inc. 401(k) Savings & Investment PlanCascade Designs, Inc. 401(k)…$33MGates Ventures, LLC 401(k) PlanGates Ventures, LLC 401(k) P…$33MLombart Brothers, Inc. 401(k) Profit Sharing PlanLombart Brothers, Inc. 401(k…$33M
End-of-year total assets ($M) among Meriwest Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
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): 0.032900749 · Participants: 230Meriwest Credit Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Cw Financial Services LLC Investment Plan in DC ($33M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Meriwest Credit Union 401(k) Plan grew sharply - up 22.7% during 2023, from $27M to $33M. Reported net income was $6M.
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 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Cw Financial Services LLC Investment Plan in DC ($33M, 104 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 D2g Group, LLC 401(k) Plan in MA (230 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.