Truwest Credit Union
Plan context: Truwest 401(K) Retirement Plan
EIN 86-6050959 • 42 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
269
2024 Assets
$39,072,560
2024 Contributions
$3,519,665
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 | 269 | $39,072,560 | $3,519,665 | $13,084iApproximate average salary by contribution assumption: employee only about $327,106 at 4% or $218,071 at 6%; with 50% employer match about $218,071 at 4% or $145,381 at 6%; with 100% employer match about $163,553 at 4% or $109,035 at 6%. |
| Truwest 401(K) Retirement Plan | - | 269 | $39,072,560 | $3,519,665 | $13,084iApproximate average salary by contribution assumption: employee only about $327,106 at 4% or $218,071 at 6%; with 50% employer match about $218,071 at 4% or $145,381 at 6%; with 100% employer match about $163,553 at 4% or $109,035 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 269 | - | - | - |
| 2023 | 2 | 280 | $34,375,192 | $3,717,737 | $13,278iApproximate average salary by contribution assumption: employee only about $331,941 at 4% or $221,294 at 6%; with 50% employer match about $221,294 at 4% or $147,529 at 6%; with 100% employer match about $165,970 at 4% or $110,647 at 6%. |
| Truwest 401(K) Retirement Plan | - | 280 | $34,375,192 | $3,717,737 | $13,278iApproximate average salary by contribution assumption: employee only about $331,941 at 4% or $221,294 at 6%; with 50% employer match about $221,294 at 4% or $147,529 at 6%; with 100% employer match about $165,970 at 4% or $110,647 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 273 | - | - | - |
| 2022 | 2 | 275 | $28,293,417 | $3,291,252 | $11,968iApproximate average salary by contribution assumption: employee only about $299,205 at 4% or $199,470 at 6%; with 50% employer match about $199,470 at 4% or $132,980 at 6%; with 100% employer match about $149,602 at 4% or $99,735 at 6%. |
| Truwest 401(K) Retirement Plan | - | 272 | $28,293,417 | $3,291,252 | $12,100iApproximate average salary by contribution assumption: employee only about $302,505 at 4% or $201,670 at 6%; with 50% employer match about $201,670 at 4% or $134,447 at 6%; with 100% employer match about $151,252 at 4% or $100,835 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 275 | - | - | - |
| 2021 | 2 | 266 | $32,038,084 | $3,165,707 | $11,901iApproximate average salary by contribution assumption: employee only about $297,529 at 4% or $198,353 at 6%; with 50% employer match about $198,353 at 4% or $132,235 at 6%; with 100% employer match about $148,764 at 4% or $99,176 at 6%. |
| Truwest 401(K) Retirement Plan | - | 259 | $32,038,084 | $3,165,707 | $12,223iApproximate average salary by contribution assumption: employee only about $305,570 at 4% or $203,713 at 6%; with 50% employer match about $203,713 at 4% or $135,809 at 6%; with 100% employer match about $152,785 at 4% or $101,857 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 266 | - | - | - |
| 2020 | 2 | 255 | $27,493,808 | $2,874,691 | $11,273iApproximate average salary by contribution assumption: employee only about $281,832 at 4% or $187,888 at 6%; with 50% employer match about $187,888 at 4% or $125,259 at 6%; with 100% employer match about $140,916 at 4% or $93,944 at 6%. |
| Truwest 401(K) Retirement Plan | - | 255 | $27,493,808 | $2,874,691 | $11,273iApproximate average salary by contribution assumption: employee only about $281,832 at 4% or $187,888 at 6%; with 50% employer match about $187,888 at 4% or $125,259 at 6%; with 100% employer match about $140,916 at 4% or $93,944 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 250 | - | - | - |
| 2019 | 2 | 262 | $23,316,655 | $2,637,027 | $10,065iApproximate average salary by contribution assumption: employee only about $251,625 at 4% or $167,750 at 6%; with 50% employer match about $167,750 at 4% or $111,833 at 6%; with 100% employer match about $125,812 at 4% or $83,875 at 6%. |
| Truwest 401(K) Retirement Plan | - | 262 | $23,316,655 | $2,637,027 | $10,065iApproximate average salary by contribution assumption: employee only about $251,625 at 4% or $167,750 at 6%; with 50% employer match about $167,750 at 4% or $111,833 at 6%; with 100% employer match about $125,812 at 4% or $83,875 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 253 | - | - | - |
| 2018 | 2 | 258 | $18,865,752 | $2,555,359 | $9,904iApproximate average salary by contribution assumption: employee only about $247,612 at 4% or $165,075 at 6%; with 50% employer match about $165,075 at 4% or $110,050 at 6%; with 100% employer match about $123,806 at 4% or $82,537 at 6%. |
| Truwest 401(K) Retirement Plan | - | 258 | $18,865,752 | $2,555,359 | $9,904iApproximate average salary by contribution assumption: employee only about $247,612 at 4% or $165,075 at 6%; with 50% employer match about $165,075 at 4% or $110,050 at 6%; with 100% employer match about $123,806 at 4% or $82,537 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 247 | - | - | - |
| 2017 | 2 | 242 | $19,223,214 | $2,276,192 | $9,406iApproximate average salary by contribution assumption: employee only about $235,144 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,508 at 6%; with 100% employer match about $117,572 at 4% or $78,381 at 6%. |
| Truwest 401(K) Retirement Plan | - | 242 | $19,223,214 | $2,276,192 | $9,406iApproximate average salary by contribution assumption: employee only about $235,144 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,508 at 6%; with 100% employer match about $117,572 at 4% or $78,381 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 237 | - | - | - |
| 2016 | 2 | 233 | $15,399,367 | $1,785,113 | $7,661iApproximate average salary by contribution assumption: employee only about $191,536 at 4% or $127,690 at 6%; with 50% employer match about $127,690 at 4% or $85,127 at 6%; with 100% employer match about $95,768 at 4% or $63,845 at 6%. |
| Truwest 401(K) Retirement Plan | - | 233 | $15,399,367 | $1,785,113 | $7,661iApproximate average salary by contribution assumption: employee only about $191,536 at 4% or $127,690 at 6%; with 50% employer match about $127,690 at 4% or $85,127 at 6%; with 100% employer match about $95,768 at 4% or $63,845 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 225 | - | - | - |
| 2015 | 2 | 220 | $14,061,885 | $1,632,626 | $7,421iApproximate average salary by contribution assumption: employee only about $185,526 at 4% or $123,684 at 6%; with 50% employer match about $123,684 at 4% or $82,456 at 6%; with 100% employer match about $92,763 at 4% or $61,842 at 6%. |
| Truwest 401(K) Retirement Plan | - | 220 | $14,061,885 | $1,632,626 | $7,421iApproximate average salary by contribution assumption: employee only about $185,526 at 4% or $123,684 at 6%; with 50% employer match about $123,684 at 4% or $82,456 at 6%; with 100% employer match about $92,763 at 4% or $61,842 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 212 | - | - | - |
| 2014 | 2 | 213 | $13,596,547 | $1,571,847 | $7,380iApproximate average salary by contribution assumption: employee only about $184,489 at 4% or $122,993 at 6%; with 50% employer match about $122,993 at 4% or $81,995 at 6%; with 100% employer match about $92,245 at 4% or $61,496 at 6%. |
| Truwest 401(K) Retirement Plan | - | 213 | $13,596,547 | $1,571,847 | $7,380iApproximate average salary by contribution assumption: employee only about $184,489 at 4% or $122,993 at 6%; with 50% employer match about $122,993 at 4% or $81,995 at 6%; with 100% employer match about $92,245 at 4% or $61,496 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 203 | - | - | - |
| 2013 | 2 | 210 | $12,302,606 | $1,457,839 | $6,942iApproximate average salary by contribution assumption: employee only about $173,552 at 4% or $115,702 at 6%; with 50% employer match about $115,702 at 4% or $77,134 at 6%; with 100% employer match about $86,776 at 4% or $57,851 at 6%. |
| Truwest 401(K) Retirement Plan | - | 210 | $12,302,606 | $1,457,839 | $6,942iApproximate average salary by contribution assumption: employee only about $173,552 at 4% or $115,702 at 6%; with 50% employer match about $115,702 at 4% or $77,134 at 6%; with 100% employer match about $86,776 at 4% or $57,851 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 206 | - | - | - |
| 2012 | 2 | 211 | $10,926,811 | $1,412,558 | $6,695iApproximate average salary by contribution assumption: employee only about $167,365 at 4% or $111,576 at 6%; with 50% employer match about $111,576 at 4% or $74,384 at 6%; with 100% employer match about $83,682 at 4% or $55,788 at 6%. |
| Truwest 401(K) Retirement Plan | - | 211 | $10,926,811 | $1,412,558 | $6,695iApproximate average salary by contribution assumption: employee only about $167,365 at 4% or $111,576 at 6%; with 50% employer match about $111,576 at 4% or $74,384 at 6%; with 100% employer match about $83,682 at 4% or $55,788 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 192 | - | - | - |
| 2011 | 2 | 192 | $9,789,111 | $774,100 | $4,032iApproximate average salary by contribution assumption: employee only about $100,794 at 4% or $67,196 at 6%; with 50% employer match about $67,196 at 4% or $44,797 at 6%; with 100% employer match about $50,397 at 4% or $33,598 at 6%. |
| Truwest 401(K) Retirement Plan | - | 192 | $9,789,111 | $774,100 | $4,032iApproximate average salary by contribution assumption: employee only about $100,794 at 4% or $67,196 at 6%; with 50% employer match about $67,196 at 4% or $44,797 at 6%; with 100% employer match about $50,397 at 4% or $33,598 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 184 | - | - | - |
| 2010 | 2 | 195 | $10,214,971 | $489,352 | $2,509iApproximate average salary by contribution assumption: employee only about $62,737 at 4% or $41,825 at 6%; with 50% employer match about $41,825 at 4% or $27,883 at 6%; with 100% employer match about $31,369 at 4% or $20,912 at 6%. |
| Truwest 401(K) Retirement Plan | - | 195 | $10,214,971 | $489,352 | $2,509iApproximate average salary by contribution assumption: employee only about $62,737 at 4% or $41,825 at 6%; with 50% employer match about $41,825 at 4% or $27,883 at 6%; with 100% employer match about $31,369 at 4% or $20,912 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 185 | - | - | - |
| 2009 | 2 | 191 | $9,107,463 | $691,594 | $3,621iApproximate average salary by contribution assumption: employee only about $90,523 at 4% or $60,349 at 6%; with 50% employer match about $60,349 at 4% or $40,232 at 6%; with 100% employer match about $45,261 at 4% or $30,174 at 6%. |
| Truwest 401(K) Retirement Plan | - | 191 | $9,107,463 | $691,594 | $3,621iApproximate average salary by contribution assumption: employee only about $90,523 at 4% or $60,349 at 6%; with 50% employer match about $60,349 at 4% or $40,232 at 6%; with 100% employer match about $45,261 at 4% or $30,174 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 184 | - | - | - |
| 2008 | 2 | 221 | $7,797,412 | $988,435 | $4,473iApproximate average salary by contribution assumption: employee only about $111,814 at 4% or $74,543 at 6%; with 50% employer match about $74,543 at 4% or $49,695 at 6%; with 100% employer match about $55,907 at 4% or $37,271 at 6%. |
| Truwest 401(K) Retirement Plan | - | 221 | $7,797,412 | $988,435 | $4,473iApproximate average salary by contribution assumption: employee only about $111,814 at 4% or $74,543 at 6%; with 50% employer match about $74,543 at 4% or $49,695 at 6%; with 100% employer match about $55,907 at 4% or $37,271 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 211 | - | - | - |
| 2007 | 2 | 224 | $10,930,488 | $1,164,652 | $5,199iApproximate average salary by contribution assumption: employee only about $129,983 at 4% or $86,656 at 6%; with 50% employer match about $86,656 at 4% or $57,770 at 6%; with 100% employer match about $64,992 at 4% or $43,328 at 6%. |
| Truwest 401(K) Retirement Plan | - | 224 | $10,930,488 | $1,164,652 | $5,199iApproximate average salary by contribution assumption: employee only about $129,983 at 4% or $86,656 at 6%; with 50% employer match about $86,656 at 4% or $57,770 at 6%; with 100% employer match about $64,992 at 4% or $43,328 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 212 | - | - | - |
| 2006 | 2 | 214 | $10,345,883 | $1,133,472 | $5,297iApproximate average salary by contribution assumption: employee only about $132,415 at 4% or $88,277 at 6%; with 50% employer match about $88,277 at 4% or $58,851 at 6%; with 100% employer match about $66,207 at 4% or $44,138 at 6%. |
| Truwest 401(K) Retirement Plan | - | 212 | $10,345,883 | $1,133,472 | $5,347iApproximate average salary by contribution assumption: employee only about $133,664 at 4% or $89,109 at 6%; with 50% employer match about $89,109 at 4% or $59,406 at 6%; with 100% employer match about $66,832 at 4% or $44,555 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 214 | - | - | - |
| 2005 | 2 | 204 | $9,490,587 | $1,010,749 | $4,955iApproximate average salary by contribution assumption: employee only about $123,866 at 4% or $82,578 at 6%; with 50% employer match about $82,578 at 4% or $55,052 at 6%; with 100% employer match about $61,933 at 4% or $41,289 at 6%. |
| Truwest 401(K) Retirement Plan | - | 204 | $9,490,587 | $1,010,749 | $4,955iApproximate average salary by contribution assumption: employee only about $123,866 at 4% or $82,578 at 6%; with 50% employer match about $82,578 at 4% or $55,052 at 6%; with 100% employer match about $61,933 at 4% or $41,289 at 6%. |
| Truwest Credit Union Health and Welfare Plan | - | 189 | - | - | - |
| 2004 | 1 | 222 | $0 | $0 | - |
| Truwest Credit Union Health and Welfare Plan | - | 222 | - | - | - |
| 2003 | 1 | 228 | $0 | $0 | - |
| Truwest 401(K) Retirement Plan | - | 228 | - | - | - |