Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolioTH
GOETZ CREDIT UNION
EIN 44-0261775bankingLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 33 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#001
GOETZ CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$1.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GOETZ CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$142K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOETZ CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $1.9M | 18 | 2025 | |
| 002 | GOETZ CREDIT UNION 401(K) PLAN AND TRUST | 401k | $142K | 15 | 2025 |
Retirement plans