Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolioTH
WESTERLY COMMUNITY CREDIT UNION
EIN 05-0255222bankingLatest filing 2025
Plans
2
Retirement
2
$17.3M assets
Welfare
0
Participants
156
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.3M assets / 156 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$10.5M
Participants98
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$6.9M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | 401k | $10.5M | 98 | 2025 | |
| 001 | WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $6.9M | 58 | 2024 |
Retirement plans