Defined Benefit (Pension) · DOL Form 5500 · 2022

Pima Federal Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
112
Participants Small participant base
78th
Percentile by assets National rank
$192,678
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pima Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Pima Federal Credit Union · Arizona · Finance & Insurance

$22M in assets, 112 participants

Pima Federal Credit Union's Pima Federal Credit Union Defined Benefit Plan and Trust reported $22M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,053 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Pima Federal Credit Union Defined Benefit Plan and Trust covers 112 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $22M.

#6,053
in Finance & Insurance (9,261 peers)
-20.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pima Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Pima Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$21,579,987 Top 22% higher than 78% 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

Pima Federal Credit Union Defined Benefit Plan and Trust 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. Pima Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (112 participants).

Published 5500 schedule card

Filing strip 860124950 · Pima Federal Credit Union PY 2022 · Defined Benefit (Pension)

Pima Federal Credit Union Defined Benefit Plan and Trust · $22M · 112 · 78th

  • EOY $22M
  • EOY 112
  • EOY 78th
  • EOY Defined Benefit (Pension)
  • EOY near Fulton County Medical Center Employees' Pension Plan
  • EOY ind #6053

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 →

Pima Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Minor League Players Pension PlanMinor League Players Pension…$22MSt. John's Health Care Corporation Pension PlanSt. John's Health Care Corpo…$22MOhio Gastroenterology Group, Inc. Cash Balance Pension PlanOhio Gastroenterology Group,…$22MPima Federal Credit Union Defined Benefit Plan and TrustPima Federal Credit Union De…$22MFulton County Medical Center Employees' Pension PlanFulton County Medical Center…$22M
End-of-year total assets ($M) among Pima Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN860124950
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pima Federal Credit Union)

Sponsor-wide plan assets over time

All Pima Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 22.609295561029498% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $33M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 230 $27M
2023 2 237 $31M
2024 2 243 $33M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Pima Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Pima Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.021579987 · Participants: 112Pima Federal Credit Union Defined Benefit Plan and TrustPinnacle 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
Pima Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Pima Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Pima Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Fulton County Medical Center Employees' Pension Plan in PA ($22M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Pima Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Pima Federal Credit Union Defined Benefit Plan and Trust declined sharply - down 20.2% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Pima Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pima Federal Credit Union's sponsor-wide assets grew 22.6%, from $27M to $33M.
Where does Pima Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Pima Federal Credit Union Defined Benefit Plan and Trust ranks in the 78th 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 Pima Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fulton County Medical Center Employees' Pension Plan in PA ($22M, 243 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pima Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants, $9M 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 860124950.

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.