Defined Benefit (Pension) · DOL Form 5500 · 2022

Desert Financial Credit Union Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
562
Participants Below avg headcount
85th
Percentile by assets National rank
$64,571
Avg per participant Low balance/head
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Official DOL plan name: Desert Financial Credit Union Retirement Plan · Sponsored by Desert Financial Credit Union · Arizona · Finance & Insurance

$36M in assets, 562 participants

Desert Financial Credit Union's Desert Financial Credit Union Retirement Plan reported $36M in total assets and 562 participants in its 2022 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,023 in Finance & Insurance (9,261 peers)

Where Desert Financial Credit Union Retirement Plan sits by assets

Desert Financial Credit Union Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 562 participants (~$64,571/participant), down 18.6% in 2022.

#7,023
in Finance & Insurance (9,261 peers)
-18.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Desert Financial Credit Union Retirement Plan's outsized position by total assets

Desert Financial Credit Union Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,288,937 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Desert Financial Credit Union Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Desert Financial Credit Union Retirement Plan sits mid-pack in the medium band (562 participants).

DOL schedule card

Filing strip 860096740 · Desert Financial Credit Union PY 2022 · Defined Benefit (Pension)

Desert Financial Credit Union Retirement Plan · $36M · 562 · 85th

  • BOY $36M
  • BOY 562
  • BOY 85th
  • BOY Defined Benefit (Pension)
  • BOY near Phh Corporation Pension Plan
  • BOY ind #7023

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Arizona →

Desert Financial Credit Union Retirement Plan in the asset neighbourhood

Crescent Plastics, Inc. Employees Retirement PlanCrescent Plastics, Inc. Empl…$36MBoart Longyear Company Pension Plan and TrustBoart Longyear Company Pensi…$36MPhh Corporation Pension Plan$36MDesert Financial Credit Union Retirement PlanDesert Financial Credit Unio…$36MTerminal Railroad Association of St. Louis Pension Plan for Nonschedule EmployeesTerminal Railroad Associatio…$36M
End-of-year total assets ($M) among Desert Financial Credit Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN860096740
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Desert Financial Credit Union)

Sponsor-wide plan assets over time

All Desert Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$132M 9.161004867449197% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $121M $132M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 1,682 $121M
2023 2 1,685 $146M
2024 2 1,666 $132M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Desert Financial Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Desert Financial Credit Union Retirement Plan, Total assets ($B): 0.036288937 · Participants: 562Desert Financial Credit Union Retirement PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Desert Financial Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Desert Financial Credit Union Retirement Plan side-by-side with 3 peers →

Desert Financial Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Phh Corporation Pension Plan in FL ($36M); by covered participants it is Astrazeneca Defined Benefit Pension Plan in DE (562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (562 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Desert Financial Credit Union Retirement Plan assets move in 2022? ▼
Desert Financial Credit Union Retirement Plan declined sharply - down 18.6% during 2022, from $45M to $36M. Reported net income was -$8M.
How have Desert Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Desert Financial Credit Union's sponsor-wide assets grew 9.2%, from $121M to $132M.
Where does Desert Financial Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Desert Financial Credit Union Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Desert Financial Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Phh Corporation Pension Plan in FL ($36M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Desert Financial Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Astrazeneca Defined Benefit Pension Plan in DE (562 participants, $833M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860096740.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.