401(k) · DOL Form 5500 · 2023

Credit Union West 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
185
Participants Below avg headcount
71st
Percentile by assets National rank
$101,070
Avg per participant Below avg balance/head
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Official DOL plan name: Credit Union West 401(k) Plan · Sponsored by Credit Union West · Arizona · Finance & Insurance

$19M in assets, 185 participants

Credit Union West's Credit Union West 401(k) Plan reported $19M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,113 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Credit Union West 401(k) Plan covers 185 participants in Arizona, about 33% of the average Arizona filer (state average ~564 per filing). Assets: $19M.

#5,113
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY

Credit Union West 401(k) Plan's outsized position by total assets

Credit Union West 401(k) Plan vs every filed plan by assets

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

$18,698,009 Top 29% higher than 71% 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

Credit Union West 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. Credit Union West 401(k) Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union West 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Credit Union West 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Credit Union West 401(k) Plan reported participants fell from 219 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860108241 · Credit Union West PY 2023 · 401(k)

Credit Union West 401(k) Plan · $19M · 185 · 71st

  • RANK $19M
  • PHOTO 185
  • IND 71st
  • EOY 401(k)
  • 5500 near The Southern Bancshares 401(k) Plan
  • ASSETS ind #5113

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 401(k) Plan in the asset neighbourhood

Credit Union West 401(k) Plan$19MThe Southern Bancshares 401(k) PlanThe Southern Bancshares 401(…$19MGardiner & Theobald Inc. 401(k) Profit Sharing PlanGardiner & Theobald Inc. 401…$19MTransforce, Inc. 401(k) Plan$19MG.a. Wintzer & Son Company 401(k) Retirement Savings PlanG.a. Wintzer & Son Company 4…$19M
End-of-year total assets ($M) among Credit Union West 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN860108241
Plan Effective Date1983-06-01
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 401(k) Plans in Arizona

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

Credit Union West 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Credit Union West 401(k) Plan, Total assets ($B): 0.018698009 · Participants: 185Credit Union West 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Credit Union West 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Credit Union West 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is The Southern Bancshares 401(k) Plan in TX ($19M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Credit Union West 401(k) Plan assets move in 2023? ▼
Credit Union West 401(k) Plan grew sharply - up 24.5% during 2023, from $15M to $19M. Reported net income was $4M.
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.
Which 401(k) plans are similar in size to Credit Union West 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Southern Bancshares 401(k) Plan in TX ($19M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union West 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants, N/A 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 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.