Defined Benefit (Pension) · DOL Form 5500 · 2024

Goldenwest Federal Credit Union Pension Plan

Data updated 2026-08-11

$46M
Total assets: 513
Participants: 83rd
Percentile by assets: $90,073
Avg per participant

Official DOL plan name: Goldenwest Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Goldenwest Federal Credit Union · Utah · Finance & Insurance

$46M in assets, 513 participants

Goldenwest Federal Credit Union's Goldenwest Federal Credit Union Defined Benefit Plan and Trust reported $46M in total assets and 513 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

83rd percentile by assets (of 123,622 plans)
#6,327 in Finance & Insurance (8,549 peers)

Where Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits by assets

Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $46M for 513 participants (~$90,073/participant), up 4.4% in 2024.

$46M
total plan assets (2024 EOY): 513
covered participants: 83rd
percentile by assets (of 123,622 plans): $90,073
avg assets per participant

Goldenwest Federal Credit Union Defined Benefit Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Goldenwest Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 475 in the plan year 2023 filing to 513 in the plan year 2024 filing.
Goldenwest Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $44M in the plan year 2023 filing to $46M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Utah

Industry

Finance & Insurance

Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs the 2024 asset distribution

By assets, Goldenwest Federal Credit Union Defined Benefit Plan and Trust outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$46M
Net Income	$2M
Employer EIN	870214471
Plan Effective Date	1962-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Goldenwest Federal Credit Union)

Total plan assets by year, all Goldenwest Federal Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	1,050	$53M
2023	2	1,122	$64M
2024	2	1,197	$73M

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants

Deseret Mutual Master Retirement Plan $7.1B · 10,478
Intermountain Healthcare Pension Plan $3.4B · 26,724
Rio Tinto America Inc. Retirement Plan $916M · 1,564
America First Credit Union Pension Plan $600M · 2,645
Retail Food Employers & Ufcw Local 711 Pension $367M · 8,046

Compare Goldenwest Federal Credit Union Defined … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Goldenwest Federal Credit Union Defined Benefit Plan and Trust by total assets, not by location.

Laborers' Pension Fund of Local Union No. 186 (CT) $46M · 41
Major League Baseball Pension Plan for Non-Uniformed Personnel (WA) $46M · 104
Local 888 Pension Fund (NJ) $46M · 41
Bricklayers Local No. 8 Pension Fund (OH) $46M · 98

Frequently Asked Questions

How did Goldenwest Federal Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼

Goldenwest Federal Credit Union Defined Benefit Plan and Trust edged up modestly - up 4.4% during 2024, from $44M to $46M. Reported net income was $2M.

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 Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼

Goldenwest Federal Credit Union Defined Benefit Plan and Trust ranks in the 83rd 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 Defined Benefit (Pension) plans are similar in size to Goldenwest Federal Credit Union Defined Benefit Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers' Pension Fund of Local Union No. 186 in CT ($46M, 41 participants).

Next read for Goldenwest Federal Credit Union Defined …

Scale reading

Ways to act on Goldenwest Federal Credit Union Defined Benefit Plan and Trust's numbers.

By total assets, Goldenwest Federal Credit Union Defined Benefit Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Utah. Compare plans
Goldenwest Federal Credit Union's sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.