Defined Benefit (Pension) · DOL Form 5500 · 2024

Goldenwest Federal Credit Union Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
513
Participants Below avg headcount
83rd
Percentile by assets National rank
$90,073
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,327
in Finance & Insurance (8,549 peers)
+4.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Goldenwest Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$46,207,222 Top 17% higher than 83% 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 Defined Benefit 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (513 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 870214471 · Goldenwest Federal Credit Union PY 2024 · Defined Benefit (Pension)

Goldenwest Federal Credit Union Defined Benefit Plan and Trust · $46M · 513 · 83rd

  • ASSETS $46M
  • PCT 513
  • EIN 83rd
  • RANK Defined Benefit (Pension)
  • PHOTO near Laborers' Pension Fund of Local Union No. 186
  • IND ind #6327

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 Defined Benefit Plan and Trust in the asset neighbourhood

Local 888 Pension Fund$46MGoldenwest Federal Credit Union Defined Benefit Plan and TrustGoldenwest Federal Credit Un…$46MLaborers' Pension Fund of Local Union No. 186Laborers' Pension Fund of Lo…$46MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$46MBricklayers Local No. 8 Pension FundBricklayers Local No. 8 Pens…$46M
End-of-year total assets ($M) among Goldenwest Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$46M
Net Income$2M
Employer EIN870214471
Plan Effective Date1962-01-01
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 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 Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Goldenwest Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.046207222 · Participants: 513Goldenwest Federal Credit Union Defined Benefit Plan and TrustDeseret Mutual Master Retirement Plan, Total assets ($B): 7.071790998 · Participants: 10478Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.403061 · Participants: 26724Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.916073742 · Participants: 1564Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.599669079 · Participants: 2645America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.366642845 · Participants: 8046Retail Food Employers & Ufcw Local 711 Pension
Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Goldenwest Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Goldenwest Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Laborers' Pension Fund of Local Union No. 186 in CT ($46M); by covered participants it is The Okonite Company Hourly Employees Pension Plan in NJ (512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (513 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Goldenwest Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Okonite Company Hourly Employees Pension Plan in NJ (512 participants, $54M 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.