401(k) · DOL Form 5500 · 2022

Oneaz Credit Union 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
478
Participants Below avg headcount
86th
Percentile by assets National rank
$80,327
Avg per participant Below avg balance/head
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Official DOL plan name: Oneaz Credit Union 401(k) Plan · Sponsored by Oneaz Credit Union · Arizona · Finance & Insurance

$38M in assets, 478 participants

Oneaz Credit Union's Oneaz Credit Union 401(k) Plan reported $38M in total assets and 478 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,108 in Finance & Insurance (9,261 peers)

Where Oneaz Credit Union 401(k) Plan sits by assets

Oneaz Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 478 participants (~$80,327/participant), down 15.0% in 2022.

#7,108
in Finance & Insurance (9,261 peers)
-15.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oneaz Credit Union 401(k) Plan's outsized position by total assets

Oneaz Credit Union 401(k) Plan vs every filed plan by assets

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

$38,396,116 Top 14% higher than 86% 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

Oneaz Credit Union 401(k) 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. Oneaz Credit Union 401(k) Plan sits mid-pack in the medium band (478 participants).

EBSA filing schedule strip

Filing strip 860108770 · Oneaz Credit Union PY 2022 · 401(k)

Oneaz Credit Union 401(k) Plan · $38M · 478 · 86th

  • RANK $38M
  • PHOTO 478
  • IND 86th
  • EOY 401(k)
  • 5500 near Bruce Oakley, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #7108

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 →

Oneaz Credit Union 401(k) Plan in the asset neighbourhood

Oneaz Credit Union 401(k) PlanOneaz Credit Union 401(k) Pl…$38MBruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$38MBolton Partners, Inc. 401(k) Profit Sharing Plan and TrustBolton Partners, Inc. 401(k)…$38MLaika, LLC Profit Sharing and 401(k) PlanLaika, LLC Profit Sharing an…$38MSavings Plan for Minnesota Represented Hourly EmployeesSavings Plan for Minnesota R…$38M
End-of-year total assets ($M) among Oneaz Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN860108770
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oneaz Credit Union)

Sponsor-wide plan assets over time

All Oneaz Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 38.632247604152425% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $84.8M $52M ▼ -38.6%
Year Plans Participants Total Assets
2022 2 558 $85M
2023 2 599 $53M
2024 1 523 $52M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oneaz Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Oneaz Credit Union 401(k) Plan, Total assets ($B): 0.038396116 · Participants: 478Oneaz Credit Union 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Oneaz Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Oneaz Credit Union 401(k) Plan side-by-side with 3 peers →

Oneaz Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bruce Oakley, Inc. 401(k) Profit Sharing Plan in AR ($38M); by covered participants it is Edco Health Information Solutions 401(k) Retirement Plan in MO (478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (478 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 Oneaz Credit Union 401(k) Plan assets move in 2022? ▼
Oneaz Credit Union 401(k) Plan pulled back noticeably - down 15.0% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Oneaz Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oneaz Credit Union's sponsor-wide assets declined 38.6%, from $85M to $52M.
Where does Oneaz Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Oneaz Credit Union 401(k) Plan ranks in the 86th 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 401(k) plans are similar in size to Oneaz Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bruce Oakley, Inc. 401(k) Profit Sharing Plan in AR ($38M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Oneaz Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edco Health Information Solutions 401(k) Retirement Plan in MO (478 participants, $5M 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 860108770.

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.