401(k) · DOL Form 5500 · 2024

Goldenwest Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
684
Participants Below avg headcount
76th
Percentile by assets National rank
$39,491
Avg per participant Low balance/head
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Official DOL plan name: Goldenwest Federal Credit Union 401(k) Plan and Trust · Sponsored by Goldenwest Federal Credit Union · Utah · Finance & Insurance

$27M in assets, 684 participants

Goldenwest Federal Credit Union's Goldenwest Federal Credit Union 401(k) Plan and Trust reported $27M in total assets and 684 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,337 in Finance & Insurance (8,549 peers)

Where Goldenwest Federal Credit Union 401(k) Plan and Trust sits by assets

Goldenwest Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 684 participants (~$39,491/participant), up 33.7% in 2024.

#5,337
in Finance & Insurance (8,549 peers)
+33.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$27,011,674 Top 24% higher than 76% 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

Goldenwest Federal Credit Union 401(k) Plan and Trust 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. Goldenwest Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (684 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goldenwest Federal Credit Union 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Goldenwest Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $20M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Goldenwest Federal Credit Union 401(k) Plan and Trust reported participants rose from 647 in the plan year 2023 filing to 684 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870214471 · Goldenwest Federal Credit Union PY 2024 · 401(k)

Goldenwest Federal Credit Union 401(k) Plan and Trust · $27M · 684 · 76th

  • EBSA $27M
  • EBSA 684
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Gibbs Technology Company Employees Savings Trust
  • EBSA ind #5337

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…$27MGibbs Technology Company Employees Savings TrustGibbs Technology Company Emp…$27MNan Mckay and Associates, Inc. 401(k) Profit Sharing PlanNan Mckay and Associates, In…$27MVan Horn Automotive Group 401(k) PlanVan Horn Automotive Group 40…$27MSkyline Technology Solutions LLC 401(k) Profit Sharing PlanSkyline Technology Solutions…$27M
End-of-year total assets ($M) among Goldenwest Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN870214471
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldenwest Federal Credit Union)

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

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. -20000020000400006000080000 -202468 Total assets ($B) Participants Goldenwest Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.027011674 · Participants: 684Goldenwest Federal Credit Union 401(k) Plan and TrustIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership 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 Gibbs Technology Company Employees Savings Trust in MO ($27M); by covered participants it is Skyward, Inc. 401(k) Plan in WI (684 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Goldenwest Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Goldenwest Federal Credit Union 401(k) Plan and Trust surged - up 33.7% during 2024, from $20M to $27M. Reported net income was $7M.
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.
Where does Goldenwest Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Goldenwest Federal Credit Union 401(k) Plan and Trust ranks in the 76th 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 Goldenwest Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gibbs Technology Company Employees Savings Trust in MO ($27M, 273 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 Skyward, Inc. 401(k) Plan in WI (684 participants, $106M 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 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.