401(k) · DOL Form 5500 · 2024

Truwest Credit Union 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
277
Participants Below avg headcount
81st
Percentile by assets National rank
$141,056
Avg per participant Near avg balance/head
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Official DOL plan name: Truwest 401(k) Retirement Plan · Sponsored by Truwest Credit Union · Arizona · Finance & Insurance

$39M in assets, 277 participants

Truwest Credit Union's Truwest 401(k) Retirement Plan reported $39M in total assets and 277 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,045 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Truwest 401(k) Retirement Plan covers 277 participants in Arizona, about 49% of the average Arizona filer (state average ~564 per filing). Assets: $39M.

#6,045
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Truwest 401(k) Retirement Plan's outsized position by total assets

Truwest 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$39,072,560 Top 19% higher than 81% of 123,620 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 2024

Truwest 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Truwest 401(k) Retirement Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Truwest 401(k) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Truwest 401(k) Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Truwest 401(k) Retirement Plan reported participants rose from 272 in the plan year 2023 filing to 277 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 866050959 · Truwest Credit Union PY 2024 · 401(k)

Truwest 401(k) Retirement Plan · $39M · 277 · 81st

  • PART $39M
  • PART 277
  • PART 81st
  • PART 401(k)
  • PART near Trinidad Benham Corp. Qualified Employee Savings Plan
  • PART ind #6045

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 →

Truwest 401(k) Retirement Plan in the asset neighbourhood

Truwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$39MTrinidad Benham Corp. Qualified Employee Savings PlanTrinidad Benham Corp. Qualif…$39MHardel Mutual Plywood Corporation 401(k) Profit Sharing PlanHardel Mutual Plywood Corpor…$39MNorth Hawaii Community Hospital, Inc. 401(k) PlanNorth Hawaii Community Hospi…$39MYellowstone Landscape, Inc. 401(k) Profit Sharing PlanYellowstone Landscape, Inc. …$39M
End-of-year total assets ($M) among Truwest 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN866050959
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truwest Credit Union)

Sponsor-wide plan assets over time

All Truwest Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.09770661493449% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $39.1M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 260 $28M
2023 1 272 $34M
2024 1 277 $39M

Nearby 401(k) Plans in Arizona

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

Truwest 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Truwest 401(k) Retirement Plan, Total assets ($B): 0.03907256 · Participants: 277Truwest 401(k) Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Truwest 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Truwest 401(k) Retirement Plan side-by-side with 3 peers →

Truwest 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Trinidad Benham Corp. Qualified Employee Savings Plan in CO ($39M); by covered participants it is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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.

Frequently Asked Questions

How did Truwest 401(k) Retirement Plan assets move in 2024? ▼
Truwest 401(k) Retirement Plan grew at a solid clip - up 13.7% during 2024, from $34M to $39M. Reported net income was $5M.
How have Truwest Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truwest Credit Union's sponsor-wide assets grew 38.1%, from $28M to $39M.
Where does Truwest 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Truwest 401(k) Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Truwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trinidad Benham Corp. Qualified Employee Savings Plan in CO ($39M, 1,001 participants).
Which 401(k) plans cover a similar participant headcount to Truwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 866050959.

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.