How big is Goetz Credit Union's plan?

Goetz Credit Union's plan reported $1.7M in assets and 13 participants for 2023.

Original filing (PDF)20250502125700NAL0004617425001

Goetz Credit Union

Name: Goetz Credit Union — Goetz Credit Union Defined, Form 5500 (2023)
Creator: Goetz Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goetz Credit Union Defined Benefit Plan and Trust

Defined-benefit pension plan · Goetz Credit Union's Goetz Credit Union Defined Benefit Plan and Trust held $1.7M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Sonda Davidson signed Goetz Credit Union's 2023 Form 5500 as plan administrator.

Sonda Davidson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Goetz Credit Union's EIN is 44-0261775.

EIN 44-0261775

Plan number 001

Plan year 2023

ACK ID 20250502125700NAL0004617425001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Goetz Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Goetz Credit Union's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOETZ CREDIT UNION.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score