401(k) · DOL Form 5500 · 2023

Truwest Credit Union 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
272
Participants Below avg headcount
81st
Percentile by assets National rank
$126,379
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Truwest 401(k) Retirement Plan · Sponsored by Truwest Credit Union · Arizona · Finance & Insurance

$34M in assets, 272 participants

Truwest Credit Union's Truwest 401(k) Retirement Plan reported $34M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,315 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Truwest 401(k) Retirement Plan covers 272 participants in Arizona, about 48% of the average Arizona filer (state average ~564 per filing). Assets: $34M.

#6,315
in Finance & Insurance (8,869 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Truwest 401(k) Retirement Plan's outsized position by total assets

Truwest 401(k) Retirement Plan vs every filed plan by assets

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

$34,375,192 Top 19% higher than 81% 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

Truwest 401(k) Retirement 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. Truwest 401(k) Retirement Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truwest 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Truwest 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Truwest 401(k) Retirement Plan reported participants rose from 260 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 866050959 · Truwest Credit Union PY 2023 · 401(k)

Truwest 401(k) Retirement Plan · $34M · 272 · 81st

  • PHOTO $34M
  • PHOTO 272
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Interlock Industries, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #6315

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 →

Truwest 401(k) Retirement Plan in the asset neighbourhood

Truwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$34MInterlock Industries, Inc. 401(k) Profit Sharing PlanInterlock Industries, Inc. 4…$34MAllegiance Trucks 401(k) Profit Sharing Plan and TrustAllegiance Trucks 401(k) Pro…$34MTerillium, Inc. 401(k) Plan$34MStretto 401(k) Retirement PlanStretto 401(k) Retirement Pl…$34M
End-of-year total assets ($M) among Truwest 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN866050959
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truwest Credit Union)

Sponsor-wide plan assets over time

All Truwest Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.09770661493449% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $39.1M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 260 $28M
2023 1 272 $34M
2024 1 277 $39M

Nearby 401(k) Plans in Arizona

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

Truwest 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Truwest 401(k) Retirement Plan, Total assets ($B): 0.034375192 · Participants: 272Truwest 401(k) Retirement 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
Truwest 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Truwest 401(k) Retirement Plan side-by-side with 3 peers →

Truwest 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Interlock Industries, Inc. 401(k) Profit Sharing Plan in KY ($34M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Truwest 401(k) Retirement Plan assets move in 2023? ▼
Truwest 401(k) Retirement Plan grew sharply - up 21.5% during 2023, from $28M to $34M. Reported net income was $6M.
How have Truwest Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truwest Credit Union's sponsor-wide assets grew 38.1%, from $28M to $39M.
Where does Truwest 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Truwest 401(k) Retirement Plan ranks in the 81st 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 Truwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interlock Industries, Inc. 401(k) Profit Sharing Plan in KY ($34M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Truwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 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 866050959.

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.