Westerly Community Credit Union
Plan context: Westerly Community Credit Union 401(K) Plan and Trust
EIN 05-0255222 • Wakefield, RI • 51 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
100
2024 Assets
$15,936,912
2024 Contributions
$863,162
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 100 | $15,936,912 | $863,162 | $8,632iApproximate average salary by contribution assumption: employee only about $215,791 at 4% or $143,860 at 6%; with 50% employer match about $143,860 at 4% or $95,907 at 6%; with 100% employer match about $107,895 at 4% or $71,930 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 100 | $9,085,458 | $863,162 | $8,632iApproximate average salary by contribution assumption: employee only about $215,791 at 4% or $143,860 at 6%; with 50% employer match about $143,860 at 4% or $95,907 at 6%; with 100% employer match about $107,895 at 4% or $71,930 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 0 | $6,851,454 | $0 | - |
| 2023 | 2 | 99 | $15,473,234 | $755,407 | $7,630iApproximate average salary by contribution assumption: employee only about $190,759 at 4% or $127,173 at 6%; with 50% employer match about $127,173 at 4% or $84,782 at 6%; with 100% employer match about $95,380 at 4% or $63,586 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 99 | $8,429,728 | $755,407 | $7,630iApproximate average salary by contribution assumption: employee only about $190,759 at 4% or $127,173 at 6%; with 50% employer match about $127,173 at 4% or $84,782 at 6%; with 100% employer match about $95,380 at 4% or $63,586 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 0 | $7,043,506 | $0 | - |
| 2022 | 2 | 100 | $13,969,012 | $888,736 | $8,887iApproximate average salary by contribution assumption: employee only about $222,184 at 4% or $148,123 at 6%; with 50% employer match about $148,123 at 4% or $98,748 at 6%; with 100% employer match about $111,092 at 4% or $74,061 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 100 | $7,738,160 | $888,736 | $8,887iApproximate average salary by contribution assumption: employee only about $222,184 at 4% or $148,123 at 6%; with 50% employer match about $148,123 at 4% or $98,748 at 6%; with 100% employer match about $111,092 at 4% or $74,061 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 60 | $6,230,852 | $0 | - |
| 2021 | 2 | 90 | $16,241,260 | $758,117 | $8,424iApproximate average salary by contribution assumption: employee only about $210,588 at 4% or $140,392 at 6%; with 50% employer match about $140,392 at 4% or $93,595 at 6%; with 100% employer match about $105,294 at 4% or $70,196 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 90 | $8,777,389 | $754,367 | $8,382iApproximate average salary by contribution assumption: employee only about $209,546 at 4% or $139,698 at 6%; with 50% employer match about $139,698 at 4% or $93,132 at 6%; with 100% employer match about $104,773 at 4% or $69,849 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 61 | $7,463,871 | $3,750 | $61iApproximate average salary by contribution assumption: employee only about $1,537 at 4% or $1,025 at 6%; with 50% employer match about $1,025 at 4% or $683 at 6%; with 100% employer match about $768 at 4% or $512 at 6%. |
| 2020 | 2 | 81 | $14,068,215 | $683,823 | $8,442iApproximate average salary by contribution assumption: employee only about $211,056 at 4% or $140,704 at 6%; with 50% employer match about $140,704 at 4% or $93,803 at 6%; with 100% employer match about $105,528 at 4% or $70,352 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 81 | $7,431,637 | $683,823 | $8,442iApproximate average salary by contribution assumption: employee only about $211,056 at 4% or $140,704 at 6%; with 50% employer match about $140,704 at 4% or $93,803 at 6%; with 100% employer match about $105,528 at 4% or $70,352 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 62 | $6,636,578 | $0 | - |
| 2019 | 2 | 79 | $12,405,530 | $590,277 | $7,472iApproximate average salary by contribution assumption: employee only about $186,797 at 4% or $124,531 at 6%; with 50% employer match about $124,531 at 4% or $83,021 at 6%; with 100% employer match about $93,398 at 4% or $62,266 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 79 | $6,229,285 | $590,277 | $7,472iApproximate average salary by contribution assumption: employee only about $186,797 at 4% or $124,531 at 6%; with 50% employer match about $124,531 at 4% or $83,021 at 6%; with 100% employer match about $93,398 at 4% or $62,266 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 62 | $6,176,245 | $0 | - |
| 2018 | 2 | 80 | $10,571,839 | $544,853 | $6,811iApproximate average salary by contribution assumption: employee only about $170,267 at 4% or $113,511 at 6%; with 50% employer match about $113,511 at 4% or $75,674 at 6%; with 100% employer match about $85,133 at 4% or $56,756 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 64 | $5,511,001 | $0 | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 80 | $5,060,838 | $544,853 | $6,811iApproximate average salary by contribution assumption: employee only about $170,267 at 4% or $113,511 at 6%; with 50% employer match about $113,511 at 4% or $75,674 at 6%; with 100% employer match about $85,133 at 4% or $56,756 at 6%. |
| 2017 | 2 | 84 | $11,517,940 | $585,928 | $6,975iApproximate average salary by contribution assumption: employee only about $174,383 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 75 | $6,211,093 | $0 | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 84 | $5,306,847 | $585,928 | $6,975iApproximate average salary by contribution assumption: employee only about $174,383 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%. |
| 2016 | 2 | 87 | $9,972,148 | $418,140 | $4,806iApproximate average salary by contribution assumption: employee only about $120,155 at 4% or $80,103 at 6%; with 50% employer match about $80,103 at 4% or $53,402 at 6%; with 100% employer match about $60,078 at 4% or $40,052 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 77 | $5,673,093 | $0 | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 87 | $4,299,055 | $418,140 | $4,806iApproximate average salary by contribution assumption: employee only about $120,155 at 4% or $80,103 at 6%; with 50% employer match about $80,103 at 4% or $53,402 at 6%; with 100% employer match about $60,078 at 4% or $40,052 at 6%. |
| 2015 | 2 | 89 | $9,215,830 | $457,114 | $5,136iApproximate average salary by contribution assumption: employee only about $128,403 at 4% or $85,602 at 6%; with 50% employer match about $85,602 at 4% or $57,068 at 6%; with 100% employer match about $64,201 at 4% or $42,801 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 78 | $5,424,798 | - | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 89 | $3,791,032 | $457,114 | $5,136iApproximate average salary by contribution assumption: employee only about $128,403 at 4% or $85,602 at 6%; with 50% employer match about $85,602 at 4% or $57,068 at 6%; with 100% employer match about $64,201 at 4% or $42,801 at 6%. |
| 2014 | 2 | 85 | $9,169,801 | $440,600 | $5,184iApproximate average salary by contribution assumption: employee only about $129,588 at 4% or $86,392 at 6%; with 50% employer match about $86,392 at 4% or $57,595 at 6%; with 100% employer match about $64,794 at 4% or $43,196 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 77 | $5,645,911 | - | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 85 | $3,523,890 | $440,600 | $5,184iApproximate average salary by contribution assumption: employee only about $129,588 at 4% or $86,392 at 6%; with 50% employer match about $86,392 at 4% or $57,595 at 6%; with 100% employer match about $64,794 at 4% or $43,196 at 6%. |
| 2013 | 2 | 86 | $8,491,608 | $377,880 | $4,394iApproximate average salary by contribution assumption: employee only about $109,849 at 4% or $73,233 at 6%; with 50% employer match about $73,233 at 4% or $48,822 at 6%; with 100% employer match about $54,924 at 4% or $36,616 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 78 | $5,475,605 | - | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 86 | $3,016,003 | $377,880 | $4,394iApproximate average salary by contribution assumption: employee only about $109,849 at 4% or $73,233 at 6%; with 50% employer match about $73,233 at 4% or $48,822 at 6%; with 100% employer match about $54,924 at 4% or $36,616 at 6%. |
| 2012 | 2 | 78 | $7,515,834 | $333,186 | $4,272iApproximate average salary by contribution assumption: employee only about $106,790 at 4% or $71,194 at 6%; with 50% employer match about $71,194 at 4% or $47,462 at 6%; with 100% employer match about $53,395 at 4% or $35,597 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 78 | $5,019,421 | - | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 76 | $2,496,413 | $333,186 | $4,384iApproximate average salary by contribution assumption: employee only about $109,601 at 4% or $73,067 at 6%; with 50% employer match about $73,067 at 4% or $48,711 at 6%; with 100% employer match about $54,800 at 4% or $36,534 at 6%. |
| 2011 | 2 | 80 | $6,349,928 | $1,273,507 | $15,919iApproximate average salary by contribution assumption: employee only about $397,971 at 4% or $265,314 at 6%; with 50% employer match about $265,314 at 4% or $176,876 at 6%; with 100% employer match about $198,985 at 4% or $132,657 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 80 | $4,432,006 | $1,000,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 72 | $1,917,922 | $273,507 | $3,799iApproximate average salary by contribution assumption: employee only about $94,968 at 4% or $63,312 at 6%; with 50% employer match about $63,312 at 4% or $42,208 at 6%; with 100% employer match about $47,484 at 4% or $31,656 at 6%. |
| 2010 | 2 | 73 | $5,316,750 | $381,536 | $5,227iApproximate average salary by contribution assumption: employee only about $130,663 at 4% or $87,109 at 6%; with 50% employer match about $87,109 at 4% or $58,072 at 6%; with 100% employer match about $65,332 at 4% or $43,554 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 73 | $3,548,607 | $137,193 | $1,879iApproximate average salary by contribution assumption: employee only about $46,984 at 4% or $31,323 at 6%; with 50% employer match about $31,323 at 4% or $20,882 at 6%; with 100% employer match about $23,492 at 4% or $15,661 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 72 | $1,768,143 | $244,343 | $3,394iApproximate average salary by contribution assumption: employee only about $84,841 at 4% or $56,561 at 6%; with 50% employer match about $56,561 at 4% or $37,707 at 6%; with 100% employer match about $42,421 at 4% or $28,280 at 6%. |
| 2009 | 2 | 72 | $4,469,663 | $257,310 | $3,574iApproximate average salary by contribution assumption: employee only about $89,344 at 4% or $59,563 at 6%; with 50% employer match about $59,563 at 4% or $39,708 at 6%; with 100% employer match about $44,672 at 4% or $29,781 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 72 | $3,125,926 | - | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 66 | $1,343,737 | $257,310 | $3,899iApproximate average salary by contribution assumption: employee only about $97,466 at 4% or $64,977 at 6%; with 50% employer match about $64,977 at 4% or $43,318 at 6%; with 100% employer match about $48,733 at 4% or $32,489 at 6%. |
| 2008 | 2 | 62 | $0 | $0 | - |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 49 | - | - | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 62 | - | - | - |
| 2007 | 2 | 45 | $0 | $0 | - |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 45 | - | - | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 44 | - | - | - |
| 2006 | 2 | 47 | $2,696,662 | $346,864 | $7,380iApproximate average salary by contribution assumption: employee only about $184,502 at 4% or $123,001 at 6%; with 50% employer match about $123,001 at 4% or $82,001 at 6%; with 100% employer match about $92,251 at 4% or $61,501 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 47 | $1,659,657 | $173,438 | $3,690iApproximate average salary by contribution assumption: employee only about $92,254 at 4% or $61,503 at 6%; with 50% employer match about $61,503 at 4% or $41,002 at 6%; with 100% employer match about $46,127 at 4% or $30,751 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 45 | $1,037,005 | $173,426 | $3,854iApproximate average salary by contribution assumption: employee only about $96,348 at 4% or $64,232 at 6%; with 50% employer match about $64,232 at 4% or $42,821 at 6%; with 100% employer match about $48,174 at 4% or $32,116 at 6%. |
| 2005 | 2 | 38 | $2,117,745 | $328,318 | $8,640iApproximate average salary by contribution assumption: employee only about $215,999 at 4% or $143,999 at 6%; with 50% employer match about $143,999 at 4% or $95,999 at 6%; with 100% employer match about $107,999 at 4% or $72,000 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 38 | $1,349,119 | $174,719 | $4,598iApproximate average salary by contribution assumption: employee only about $114,947 at 4% or $76,631 at 6%; with 50% employer match about $76,631 at 4% or $51,087 at 6%; with 100% employer match about $57,473 at 4% or $38,316 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 35 | $768,626 | $153,599 | $4,389iApproximate average salary by contribution assumption: employee only about $109,714 at 4% or $73,142 at 6%; with 50% employer match about $73,142 at 4% or $48,762 at 6%; with 100% employer match about $54,857 at 4% or $36,571 at 6%. |
| 2004 | 2 | 40 | $1,837,961 | $273,384 | $6,835iApproximate average salary by contribution assumption: employee only about $170,865 at 4% or $113,910 at 6%; with 50% employer match about $113,910 at 4% or $75,940 at 6%; with 100% employer match about $85,433 at 4% or $56,955 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 40 | $1,201,228 | $136,544 | $3,414iApproximate average salary by contribution assumption: employee only about $85,340 at 4% or $56,893 at 6%; with 50% employer match about $56,893 at 4% or $37,929 at 6%; with 100% employer match about $42,670 at 4% or $28,447 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 36 | $636,733 | $136,840 | $3,801iApproximate average salary by contribution assumption: employee only about $95,028 at 4% or $63,352 at 6%; with 50% employer match about $63,352 at 4% or $42,235 at 6%; with 100% employer match about $47,514 at 4% or $31,676 at 6%. |
| 2003 | 2 | 36 | $1,542,522 | $252,107 | $7,003iApproximate average salary by contribution assumption: employee only about $175,074 at 4% or $116,716 at 6%; with 50% employer match about $116,716 at 4% or $77,811 at 6%; with 100% employer match about $87,537 at 4% or $58,358 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 36 | $1,052,458 | $120,462 | $3,346iApproximate average salary by contribution assumption: employee only about $83,654 at 4% or $55,769 at 6%; with 50% employer match about $55,769 at 4% or $37,180 at 6%; with 100% employer match about $41,827 at 4% or $27,885 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 35 | $490,064 | $131,645 | $3,761iApproximate average salary by contribution assumption: employee only about $94,032 at 4% or $62,688 at 6%; with 50% employer match about $62,688 at 4% or $41,792 at 6%; with 100% employer match about $47,016 at 4% or $31,344 at 6%. |
| 2002 | 2 | 31 | $1,341,786 | $191,886 | $6,190iApproximate average salary by contribution assumption: employee only about $154,747 at 4% or $103,165 at 6%; with 50% employer match about $103,165 at 4% or $68,776 at 6%; with 100% employer match about $77,373 at 4% or $51,582 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 31 | $1,058,983 | $81,269 | $2,622iApproximate average salary by contribution assumption: employee only about $65,540 at 4% or $43,693 at 6%; with 50% employer match about $43,693 at 4% or $29,129 at 6%; with 100% employer match about $32,770 at 4% or $21,847 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 31 | $282,803 | $110,617 | $3,568iApproximate average salary by contribution assumption: employee only about $89,207 at 4% or $59,472 at 6%; with 50% employer match about $59,472 at 4% or $39,648 at 6%; with 100% employer match about $44,604 at 4% or $29,736 at 6%. |
| 2001 | 1 | 30 | $0 | $0 | - |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 30 | - | - | - |
| 2000 | 2 | 36 | $1,139,762 | $192,532 | $5,348iApproximate average salary by contribution assumption: employee only about $133,703 at 4% or $89,135 at 6%; with 50% employer match about $89,135 at 4% or $59,423 at 6%; with 100% employer match about $66,851 at 4% or $44,568 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 36 | $927,467 | $119,852 | $3,329iApproximate average salary by contribution assumption: employee only about $83,231 at 4% or $55,487 at 6%; with 50% employer match about $55,487 at 4% or $36,991 at 6%; with 100% employer match about $41,615 at 4% or $27,744 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 36 | $212,295 | $72,680 | $2,019iApproximate average salary by contribution assumption: employee only about $50,472 at 4% or $33,648 at 6%; with 50% employer match about $33,648 at 4% or $22,432 at 6%; with 100% employer match about $25,236 at 4% or $16,824 at 6%. |
| 1999 | 2 | 29 | $944,132 | $155,882 | $5,375iApproximate average salary by contribution assumption: employee only about $134,381 at 4% or $89,587 at 6%; with 50% employer match about $89,587 at 4% or $59,725 at 6%; with 100% employer match about $67,191 at 4% or $44,794 at 6%. |
| Westerly Community Credit Union Defined Benefit Plan and Trust | - | 28 | $756,931 | $78,360 | $2,799iApproximate average salary by contribution assumption: employee only about $69,964 at 4% or $46,643 at 6%; with 50% employer match about $46,643 at 4% or $31,095 at 6%; with 100% employer match about $34,982 at 4% or $23,321 at 6%. |
| Westerly Community Credit Union 401(K) Plan and Trust | - | 29 | $187,201 | $77,522 | $2,673iApproximate average salary by contribution assumption: employee only about $66,829 at 4% or $44,553 at 6%; with 50% employer match about $44,553 at 4% or $29,702 at 6%; with 100% employer match about $33,415 at 4% or $22,276 at 6%. |