Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$22.5M
- PLAN AND TRUST (#002)$10.3M
Filings through .
Top hat
Western Cooperative Credit Union
EIN 45-0216652financial servicesLatest filing 2025
Plans
2
Retirement
2
$32.8M assets
Health & Benefits
0
Participants
205
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $32.8M assets / 205 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WESTERN COOPERATIVE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$22.5M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WESTERN COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$10.3M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WESTERN COOPERATIVE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $22.5M | 92 | 2025 |
| #002 | WESTERN COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $10.3M | 113 | 2025 |
- #001 · Cash balance · 202592
- #002 · 401(k) · 2025113
Retirement plans