401(k) · DOL Form 5500 · 2024

Meriwest Credit Union 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
227
Participants Below avg headcount
81st
Percentile by assets National rank
$165,412
Avg per participant Above avg balance/head
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Official DOL plan name: Meriwest Credit Union 401(k) Plan · Sponsored by Meriwest Credit Union · California · Finance & Insurance

$38M in assets, 227 participants

Meriwest Credit Union's Meriwest Credit Union 401(k) Plan reported $38M in total assets and 227 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.

  • #5,974 in Finance & Insurance (8,549 peers)

Coverage in California

Meriwest Credit Union 401(k) Plan covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $38M.

#5,974
in Finance & Insurance (8,549 peers)
+14.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Meriwest Credit Union 401(k) Plan's outsized position by total assets

Meriwest Credit Union 401(k) Plan vs every filed plan by assets

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

$37,548,442 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

Meriwest Credit Union 401(k) 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. Meriwest Credit Union 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meriwest Credit Union 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Meriwest Credit Union 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Meriwest Credit Union 401(k) Plan reported participants fell from 230 in the plan year 2023 filing to 227 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941521987 · Meriwest Credit Union PY 2024 · 401(k)

Meriwest Credit Union 401(k) Plan · $38M · 227 · 81st

  • IND $38M
  • IND 227
  • IND 81st
  • IND 401(k)
  • IND near Interactions, LLC 401(k) Plan
  • IND ind #5974

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 California →

Meriwest Credit Union 401(k) Plan in the asset neighbourhood

The Eye Physicians 401(k) Profit Sharing PlanThe Eye Physicians 401(k) Pr…$38MMeriwest Credit Union 401(k) PlanMeriwest Credit Union 401(k)…$38MInteractions, LLC 401(k) Plan$38MNavia Benefit Solutions 401(k) PlanNavia Benefit Solutions 401(…$38MIntellidyne, LLC 401(k) Plan$38M
End-of-year total assets ($M) among Meriwest Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN941521987
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriwest Credit Union)

Sponsor-wide plan assets over time

All Meriwest Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$118M 22.03241926592662% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97M $118M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 422 $97M
2023 2 423 $110M
2024 2 431 $118M

Nearby 401(k) Plans in California

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

Meriwest Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Meriwest Credit Union 401(k) Plan, Total assets ($B): 0.037548442 · Participants: 227Meriwest Credit Union 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Meriwest Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Meriwest Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Interactions, LLC 401(k) Plan in MA ($38M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Meriwest Credit Union 401(k) Plan assets move in 2024? ▼
Meriwest Credit Union 401(k) Plan grew at a solid clip - up 14.1% during 2024, from $33M to $38M. Reported net income was $5M.
How have Meriwest Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriwest Credit Union's sponsor-wide assets grew 22.0%, from $97M to $118M.
Where does Meriwest Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Meriwest Credit Union 401(k) 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 Meriwest Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interactions, LLC 401(k) Plan in MA ($38M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Meriwest Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 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 941521987.

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.