401(k) · DOL Form 5500 · 2023

Westerra Credit Union 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
319
Participants Below avg headcount
82nd
Percentile by assets National rank
$117,537
Avg per participant Below avg balance/head
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Official DOL plan name: Westerra Credit Union Capital Accumulation Plan · Sponsored by Westerra Credit Union · Colorado · Finance & Insurance

$37M in assets, 319 participants

Westerra Credit Union's Westerra Credit Union Capital Accumulation Plan reported $37M in total assets and 319 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,452 in Finance & Insurance (8,869 peers)

Where Westerra Credit Union Capital Accumulation Plan sits by assets

Westerra Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $37M for 319 participants (~$117,537/participant), up 18.4% in 2023.

#6,452
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Westerra Credit Union Capital Accumulation Plan's outsized position by total assets

Westerra Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$37,494,190 Top 18% higher than 82% 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

Westerra Credit Union Capital Accumulation 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. Westerra Credit Union Capital Accumulation Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westerra Credit Union Capital Accumulation Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Westerra Credit Union Capital Accumulation Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Westerra Credit Union Capital Accumulation Plan reported participants rose from 312 in the plan year 2022 filing to 319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840188017 · Westerra Credit Union PY 2023 · 401(k)

Westerra Credit Union Capital Accumulation Plan · $37M · 319 · 82nd

  • PHOTO $37M
  • PHOTO 319
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Golden Touch Imports, Inc. Profit Sharing Plan
  • PHOTO ind #6452

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 Colorado →

Westerra Credit Union Capital Accumulation Plan in the asset neighbourhood

Golden Touch Imports, Inc. Profit Sharing PlanGolden Touch Imports, Inc. P…$37MLexington Eye Associates, Inc. Retirement Savings PlanLexington Eye Associates, In…$38MNewtown Savings Bank Employees' 401(k) Savings PlanNewtown Savings Bank Employe…$38MWesterra Credit Union Capital Accumulation PlanWesterra Credit Union Capita…$37MVericel Corporation 401(k) PlanVericel Corporation 401(k) P…$37M
End-of-year total assets ($M) among Westerra Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN840188017
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westerra Credit Union)

Sponsor-wide plan assets over time

All Westerra Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$42M 31.811984452711172% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.7M $41.7M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 312 $32M
2023 1 319 $37M
2024 1 292 $42M

Nearby 401(k) Plans in Colorado

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

Westerra Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Westerra Credit Union Capital Accumulation Plan, Total assets ($B): 0.03749419 · Participants: 319Westerra Credit Union Capital Accumulation PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Westerra Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Westerra Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Golden Touch Imports, Inc. Profit Sharing Plan in NY ($37M); by covered participants it is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Westerra Credit Union Capital Accumulation Plan assets move in 2023? ▼
Westerra Credit Union Capital Accumulation Plan grew sharply - up 18.4% during 2023, from $32M to $37M. Reported net income was $6M.
How have Westerra Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westerra Credit Union's sponsor-wide assets grew 31.8%, from $32M to $42M.
Where does Westerra Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Westerra Credit Union Capital Accumulation Plan ranks in the 82nd 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 Westerra Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Touch Imports, Inc. Profit Sharing Plan in NY ($37M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Westerra Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants, $71M 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 840188017.

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.