401(k) · DOL Form 5500 · 2023

Vantage West Credit Union 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
514
Participants Below avg headcount
86th
Percentile by assets National rank
$103,031
Avg per participant Below avg balance/head
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Official DOL plan name: Vantage West Credit Union 401(k) Plan · Sponsored by Vantage West Credit Union · Arizona · Finance & Insurance

$53M in assets, 514 participants

Vantage West Credit Union's Vantage West Credit Union 401(k) Plan reported $53M in total assets and 514 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,971 in Finance & Insurance (8,869 peers)

Where Vantage West Credit Union 401(k) Plan sits by assets

Vantage West Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 514 participants (~$103,031/participant), up 17.4% in 2023.

#6,971
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$52,958,157 Top 14% higher than 86% 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

Vantage West 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. Vantage West Credit Union 401(k) Plan sits mid-pack in the medium band (514 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vantage West Credit Union 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vantage West Credit Union 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Vantage West Credit Union 401(k) Plan reported participants rose from 457 in the plan year 2022 filing to 514 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860120482 · Vantage West Credit Union PY 2023 · 401(k)

Vantage West Credit Union 401(k) Plan · $53M · 514 · 86th

  • PHOTO $53M
  • IND 514
  • EOY 86th
  • 5500 401(k)
  • ASSETS near Montana Health Network 401(k) Plan
  • PCT ind #6971

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 →

Vantage West Credit Union 401(k) Plan in the asset neighbourhood

Arcturus Healthcare PLC 401(k) Profit Sharing PlanArcturus Healthcare PLC 401(…$53MVantage West Credit Union 401(k) PlanVantage West Credit Union 40…$53MMontana Health Network 401(k) PlanMontana Health Network 401(k…$53MCnl Financial Group Subsidiaries and Affiliates Employee Retirement PlanCnl Financial Group Subsidia…$53MTrion Solutions, Inc. 401(k) Profit Sharing PlanTrion Solutions, Inc. 401(k)…$53M
End-of-year total assets ($M) among Vantage West Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN860120482
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vantage West Credit Union)

Sponsor-wide plan assets over time

All Vantage West Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 25.615453660516707% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.1M $56.6M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 457 $45M
2023 1 514 $53M
2024 1 504 $57M

Nearby 401(k) Plans in Arizona

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

Vantage West Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Vantage West Credit Union 401(k) Plan, Total assets ($B): 0.052958157 · Participants: 514Vantage West Credit Union 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
Vantage West Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Vantage West Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Montana Health Network 401(k) Plan in MT ($53M); by covered participants it is Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (514 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 Vantage West Credit Union 401(k) Plan assets move in 2023? ▼
Vantage West Credit Union 401(k) Plan grew sharply - up 17.4% during 2023, from $45M to $53M. Reported net income was $8M.
How have Vantage West Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vantage West Credit Union's sponsor-wide assets grew 25.6%, from $45M to $57M.
Where does Vantage West Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Vantage West Credit Union 401(k) Plan ranks in the 86th 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 Vantage West Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montana Health Network 401(k) Plan in MT ($53M, 1,245 participants).
Which 401(k) plans cover a similar participant headcount to Vantage West Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boys & Girls Clubs of America National 401(k) Plan in GA (514 participants, $88M 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 860120482.

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.