Defined Benefit (Pension) · DOL Form 5500 · 2023
Goldenwest Federal Credit Union Pension Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 475
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $93,165
- Avg per participant Below avg balance/head
Official DOL plan name: Goldenwest Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Goldenwest Federal Credit Union · Utah · Finance & Insurance
$44M in assets, 475 participants
Goldenwest Federal Credit Union's Goldenwest Federal Credit Union Defined Benefit Plan and Trust reported $44M in total assets and 475 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #6,724 in Finance & Insurance (8,869 peers)
Where Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits by assets
Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $44M for 475 participants (~$93,165/participant), up 19.4% in 2023.
- #6,724
- in Finance & Insurance (8,869 peers)
- +19.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Goldenwest Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets
Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,253,310 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Goldenwest Federal Credit Union Defined Benefit Plan and Trust 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. Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (475 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Goldenwest Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Goldenwest Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Goldenwest Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 448 in the plan year 2022 filing to 475 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 870214471 · Goldenwest Federal Credit Union PY 2023 · Defined Benefit (Pension)
Goldenwest Federal Credit Union Defined Benefit Plan and Trust · $44M · 475 · 84th
- IND $44M
- IND 475
- IND 84th
- IND Defined Benefit (Pension)
- IND near Imasco Holdings Group Inc and Participating Affiliates Retirement Plan
- IND ind #6724
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 Utah →
Goldenwest Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 870214471 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goldenwest Federal Credit Union)
Sponsor-wide plan assets over time
All Goldenwest Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 37.28121718264771% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,050 | $53M |
| 2023 | 2 | 1,122 | $64M |
| 2024 | 2 | 1,197 | $73M |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.7B · 11,210
- Intermountain Healthcare Pension Plan $3.2B · 28,140
- Rio Tinto America Inc. Retirement Plan $972M · 1,644
- America First Credit Union Pension Plan $547M · 2,464
- Retail Food Employers & Ufcw Local 711 Pension $355M · 8,448
Goldenwest Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Imasco Holdings Group Inc and Participating Affiliates Retirement Plan in DE ($44M); by covered participants it is Flint Plumb & Pipe Pension Fun in MI (475 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (475 participants); asset peers above are excluded.
- Flint Plumb & Pipe Pension Fun (MI) 475 · 0 off
- Sheet Metal Workers Local No.20 Gary Area Pension (MI) 476 · 1 off
- Associated Wholesale Grocers, Inc. Restated Retirement Plan (KS) 474 · 1 off
- Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund (NY) 474 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.