401(k) · DOL Form 5500 · 2023

Whitefish Credit Union Association 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
221
Participants Below avg headcount
58th
Percentile by assets National rank
$43,876
Avg per participant Low balance/head
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Official DOL plan name: Whitefish Credit Union Association Employee 401(k) Plan · Sponsored by Whitefish Credit Union Association · Montana · Finance & Insurance

$10M in assets, 221 participants

Whitefish Credit Union Association's Whitefish Credit Union Association Employee 401(k) Plan reported $10M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,776 in Finance & Insurance (8,869 peers)

Whitefish Credit Union Association multi-year trail

Whitefish Credit Union Association's plans moved +36.5% in assets from 2022 to 2024; this filing shows Whitefish Credit Union Association Employee 401(k) Plan at $10M / 221 participants.

#3,776
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY

Whitefish Credit Union Association Employee 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Whitefish Credit Union Association Employee 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,696,542 Top 42% higher than 58% 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

Whitefish Credit Union Association Employee 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. Whitefish Credit Union Association Employee 401(k) Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitefish Credit Union Association Employee 401(k) Plan reported net income rose from -$517K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Whitefish Credit Union Association Employee 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Whitefish Credit Union Association Employee 401(k) Plan reported participants rose from 209 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810208730 · Whitefish Credit Union Association PY 2023 · 401(k)

Whitefish Credit Union Association Employee 401(k) Plan · $10M · 221 · 58th

  • PCT $10M
  • EIN 221
  • RANK 58th
  • PHOTO 401(k)
  • IND near Invaluable LLC 401(k) Plan
  • EOY ind #3776

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 Montana →

Whitefish Credit Union Association Employee 401(k) Plan in the asset neighbourhood

Whitefish Credit Union Association Employee 401(k) PlanWhitefish Credit Union Assoc…$10MInvaluable LLC 401(k) Plan$10MEastern Aviation Fuels, Inc. 401(k) Profit Sharing Plan and TrustEastern Aviation Fuels, Inc.…$10MNorthern Engraving Corporation Savings Plus PlanNorthern Engraving Corporati…$10MAlegacy Group Retirement Plan$10M
End-of-year total assets ($M) among Whitefish Credit Union Association Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Whitefish Credit Union Association multi-year asset trail

Sponsor-wide plan assets over time

All Whitefish Credit Union Association plans reported in each filing year

Latest sponsor-wide plan assets
$20M 36.52462234677815% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.6M $19.9M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 362 $15M
2023 2 399 $17M
2024 2 399 $20M

Whitefish Credit Union Association filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN810208730
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Whitefish Credit Union Association Employee 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Whitefish Credit Union Association Employee 401(k) Plan, Total assets ($M): 9.696542 · Participants: 221Whitefish Credit Union Association Employee 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Whitefish Credit Union Association Employee 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Whitefish Credit Union Association Employee 401(k) Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Invaluable LLC 401(k) Plan in MA ($10M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Whitefish Credit Union Association Employee 401(k) Plan assets move in 2023? ▼
Whitefish Credit Union Association Employee 401(k) Plan grew sharply - up 26.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Whitefish Credit Union Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitefish Credit Union Association's sponsor-wide assets grew 36.5%, from $15M to $20M.
Which 401(k) plans are similar in size to Whitefish Credit Union Association Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invaluable LLC 401(k) Plan in MA ($10M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Whitefish Credit Union Association Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 810208730.

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.