401(k) · DOL Form 5500 · 2023

Goldenwest Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
647
Participants Below avg headcount
73rd
Percentile by assets National rank
$31,221
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Goldenwest Federal Credit Union 401(k) Plan and Trust · Sponsored by Goldenwest Federal Credit Union · Utah · Finance & Insurance

$20M in assets, 647 participants

Goldenwest Federal Credit Union's Goldenwest Federal Credit Union 401(k) Plan and Trust reported $20M in total assets and 647 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,264 in Finance & Insurance (8,869 peers)

Goldenwest Federal Credit Union multi-year trail

Goldenwest Federal Credit Union's plans moved +37.3% in assets from 2022 to 2024; this filing shows Goldenwest Federal Credit Union 401(k) Plan and Trust at $20M / 647 participants.

#5,264
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY

Goldenwest Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Goldenwest Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$20,199,724 Top 27% higher than 73% 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

Goldenwest Federal Credit Union 401(k) 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 401(k) Plan and Trust sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goldenwest Federal Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Goldenwest Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Goldenwest Federal Credit Union 401(k) Plan and Trust reported participants rose from 602 in the plan year 2022 filing to 647 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870214471 · Goldenwest Federal Credit Union PY 2023 · 401(k)

Goldenwest Federal Credit Union 401(k) Plan and Trust · $20M · 647 · 73rd

  • VS-ST $20M
  • VS-ST 647
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Fristam Pumps USA, Limited Partnership Retirement Savings Plan
  • VS-ST ind #5264

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 401(k) Plan and Trust in the asset neighbourhood

Goldenwest Federal Credit Union 401(k) Plan and TrustGoldenwest Federal Credit Un…$20MFristam Pumps USA, Limited Partnership Retirement Savings PlanFristam Pumps USA, Limited P…$20MAlliant Engineering, Inc. Employee Savings PlanAlliant Engineering, Inc. Em…$20MAppen Ai Inc Retirement Plan$20MBm Technologies, Inc. 401(k) PlanBm Technologies, Inc. 401(k)…$20M
End-of-year total assets ($M) among Goldenwest Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Goldenwest Federal Credit Union multi-year asset trail

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
$50M$60M$70M$80M 202220232024 $53.3M $73.2M ▲ +37.3%
Year Plans Participants Total Assets
2022 2 1,050 $53M
2023 2 1,122 $64M
2024 2 1,197 $73M

Goldenwest Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN870214471
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Goldenwest Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Goldenwest Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.020199724 · Participants: 647Goldenwest Federal Credit Union 401(k) Plan and TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Goldenwest Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Goldenwest Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Goldenwest Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Fristam Pumps USA, Limited Partnership Retirement Savings Plan in WI ($20M); by covered participants it is Thrive Mortgage 401(k) Plan in TX (647 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (647 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 Goldenwest Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Goldenwest Federal Credit Union 401(k) Plan and Trust grew sharply - up 24.2% during 2023, from $16M to $20M. Reported net income was $4M.
How have Goldenwest Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldenwest Federal Credit Union's sponsor-wide assets grew 37.3%, from $53M to $73M.
Which 401(k) plans are similar in size to Goldenwest Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fristam Pumps USA, Limited Partnership Retirement Savings Plan in WI ($20M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Goldenwest Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrive Mortgage 401(k) Plan in TX (647 participants, $19M 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 870214471.

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.