401(k) · DOL Form 5500 · 2024

Westmark Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
226
Participants Below avg headcount
69th
Percentile by assets National rank
$84,864
Avg per participant Below avg balance/head
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Official DOL plan name: Westmark Credit Union 401(k) Savings Retirement Plan · Sponsored by Westmark Credit Union · Idaho · Finance & Insurance

$19M in assets, 226 participants

Westmark Credit Union's Westmark Credit Union 401(k) Savings Retirement Plan reported $19M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,634 in Finance & Insurance (8,549 peers)

Westmark Credit Union multi-year trail

Westmark Credit Union's plans moved +10.7% in assets from 2022 to 2024; this filing shows Westmark Credit Union 401(k) Savings Retirement Plan at $19M / 226 participants.

#4,634
in Finance & Insurance (8,549 peers)
-5.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westmark Credit Union 401(k) Savings Retirement Plan's outsized position by total assets

Westmark Credit Union 401(k) Savings Retirement Plan vs every filed plan by assets

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

$19,179,350 Top 31% higher than 69% 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

Westmark Credit Union 401(k) Savings 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. Westmark Credit Union 401(k) Savings Retirement Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westmark Credit Union 401(k) Savings Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Westmark Credit Union 401(k) Savings Retirement Plan end-of-year assets fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 820218879 · Westmark Credit Union PY 2024 · 401(k)

Westmark Credit Union 401(k) Savings Retirement Plan · $19M · 226 · 69th

  • RANK $19M
  • RANK 226
  • RANK 69th
  • RANK 401(k)
  • RANK near Cook Coggin Engineers, Inc. 401(k) Retirement Plan
  • RANK ind #4634

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 Idaho →

Westmark Credit Union 401(k) Savings Retirement Plan in the asset neighbourhood

Westmark Credit Union 401(k) Savings Retirement PlanWestmark Credit Union 401(k)…$19MCook Coggin Engineers, Inc. 401(k) Retirement PlanCook Coggin Engineers, Inc. …$19MSouthern Newspapers, Inc. Employees' 401(k) PlanSouthern Newspapers, Inc. Em…$19MYakima Products, Inc. 401(k) Savings PlanYakima Products, Inc. 401(k)…$19MThe Vincit Company, LLC 401(k) PlanThe Vincit Company, LLC 401(…$19M
End-of-year total assets ($M) among Westmark Credit Union 401(k) Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Westmark Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Westmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 10.652658188470363% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.3M $19.2M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 212 $17M
2023 1 224 $20M
2024 1 226 $19M

Westmark Credit Union filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income-$1M
Employer EIN820218879
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Westmark Credit Union 401(k) Savings Retirement Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Westmark Credit Union 401(k) Savings Retirement Plan, Total assets ($B): 0.01917935 · Participants: 226Westmark Credit Union 401(k) Savings Retirement PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Westmark Credit Union 401(k) Savings Retirement Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Westmark Credit Union 401(k) Savings Retirement Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest 401(k) by assets is Cook Coggin Engineers, Inc. 401(k) Retirement Plan in MS ($19M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Westmark Credit Union 401(k) Savings Retirement Plan assets move in 2024? ▼
Westmark Credit Union 401(k) Savings Retirement Plan pulled back noticeably - down 5.6% during 2024, from $20M to $19M. Reported net income was -$1M.
How have Westmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westmark Credit Union's sponsor-wide assets grew 10.7%, from $17M to $19M.
Which 401(k) plans are similar in size to Westmark Credit Union 401(k) Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cook Coggin Engineers, Inc. 401(k) Retirement Plan in MS ($19M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Westmark Credit Union 401(k) Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (226 participants, $9M 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 820218879.

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.