Defined Benefit (Pension) · DOL Form 5500 · 2023

Credit Union West Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
54
Participants Small participant base
71st
Percentile by assets National rank
$332,436
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

$18M in assets, 54 participants

Credit Union West's Credit Union West Retirement Pension Plan reported $18M in total assets and 54 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.

  • #5,030 in Finance & Insurance (8,869 peers)

Credit Union West multi-year trail

Credit Union West's plans moved -28.1% in assets from 2022 to 2024; this filing shows Credit Union West Retirement Pension Plan at $18M / 54 participants.

#5,030
in Finance & Insurance (8,869 peers)
+6.7%
assets growth YoY

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 2023 · DOL Form 5500

$17,951,548 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 Retirement Pension Plan among smaller 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 Retirement Pension Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union West Retirement Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Credit Union West Retirement Pension Plan reported participants fell from 64 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • Credit Union West Retirement Pension Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860108241 · Credit Union West PY 2023 · Defined Benefit (Pension)

Credit Union West Retirement Pension Plan · $18M · 54 · 71st

  • PART $18M
  • PART 54
  • PART 71st
  • PART Defined Benefit (Pension)
  • PART near Venturedyne Salaried Retirement Plan
  • PART ind #5030

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

Jewish Guild for the Blind Non-Bargaining Unit Employees' Pension PlanJewish Guild for the Blind N…$18MVenturedyne Salaried Retirement PlanVenturedyne Salaried Retirem…$18MCredit Union West Retirement Pension PlanCredit Union West Retirement…$18MKeystone Cement Company Retirement Plan for Hourly EmployeesKeystone Cement Company Reti…$18MMid-West Forge Corporation Bargaining Unit Pension PlanMid-West Forge Corporation B…$18M
End-of-year total assets ($M) among Credit Union West Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Credit Union West multi-year asset trail

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

Credit Union West filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN860108241
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

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. -50000500010000150002000025000 -101234 Total assets ($B) Participants Credit Union West Retirement Pension Plan, Total assets ($B): 0.017951548 · Participants: 54Credit Union West Retirement Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet 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 Venturedyne Salaried Retirement Plan in WI ($18M); by covered participants it is Rpm International Inc. Union Retirement Plan in OH (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Retirement Pension Plan assets move in 2023? ▼
Credit Union West Retirement Pension Plan grew at a solid clip - up 6.7% during 2023, from $17M to $18M. Reported net income was $1M.
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 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 Venturedyne Salaried Retirement Plan in WI ($18M, 98 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 Rpm International Inc. Union Retirement Plan in OH (54 participants, $4M 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.