Defined Benefit (Pension) · DOL Form 5500 · 2024
Credit Union West Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 54
- Participants Small participant base
Official DOL plan name: Credit Union West Retirement Pension Plan · Sponsored by Credit Union West · Arizona · Finance & Insurance
N/A in assets, 54 participants
Credit Union West's Credit Union West Retirement Pension Plan reported N/A in total assets and 54 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
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 N/A / 54 participants.
- -$18M
- reported net income
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Credit Union West Retirement Pension Plan among smaller filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- Credit Union West Retirement Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860108241 · Credit Union West PY 2024 · Defined Benefit (Pension)
Credit Union West Retirement Pension Plan · N/A · 54
- PHOTO N/A
- IND 54
- EOY PY 2024
- 5500 Defined Benefit (Pension)
- ASSETS near American Postal Workers Union Employees' Retirement Plan
- PCT -$18M
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 283 | $32M |
| 2023 | 2 | 239 | $37M |
| 2024 | 2 | 250 | $23M |
Credit Union West filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$18M |
| Employer EIN | 860108241 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Credit Union West Retirement Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Arizona, the nearest Defined Benefit (Pension) by covered participants is American Postal Workers Union Employees' Retirement Plan in DC (54 participants; this filing: 54 participants).
Similar participant headcount
Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.