Defined Benefit (Pension) · DOL Form 5500 · 2022

Oneaz Credit Union Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
80
Participants Small participant base
87th
Percentile by assets National rank
$579,563
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oneaz Credit Union Defined Benefit Pension Plan · Sponsored by Oneaz Credit Union · Arizona · Finance & Insurance

$46M in assets, 80 participants

Oneaz Credit Union's Oneaz Credit Union Defined Benefit Pension Plan reported $46M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,385 in Finance & Insurance (9,261 peers)

Where Oneaz Credit Union Defined Benefit Pension Plan sits by assets

Oneaz Credit Union Defined Benefit Pension Plan sits in the top quartile of all filed plans by assets, $46M for 80 participants (~$579,563/participant), down 22.9% in 2022.

#7,385
in Finance & Insurance (9,261 peers)
-22.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oneaz Credit Union Defined Benefit Pension Plan's outsized position by total assets

Oneaz Credit Union Defined Benefit Pension Plan vs every filed plan by assets

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

$46,365,015 Top 13% higher than 87% 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 Defined Benefit Pension Plan among smaller 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 Defined Benefit Pension Plan is a small filing (80 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 860108770 · Oneaz Credit Union PY 2022 · Defined Benefit (Pension)

Oneaz Credit Union Defined Benefit Pension Plan · $46M · 80 · 87th

  • IND $46M
  • EOY 80
  • 5500 87th
  • ASSETS Defined Benefit (Pension)
  • PCT near Star Tribune Retirement Plan G
  • EIN ind #7385

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 Defined Benefit Pension Plan in the asset neighbourhood

Firstbank Puerto Rico Retirement Plan for the Former Employees of Banco SantanderFirstbank Puerto Rico Retire…$46MStar Tribune Retirement Plan GStar Tribune Retirement Plan…$46MNavy-Marine Corps Relief Society Employees' Pension PlanNavy-Marine Corps Relief Soc…$46MOneaz Credit Union Defined Benefit Pension PlanOneaz Credit Union Defined B…$46MThe Pension Plan for Hourly Paid Employees of Diageo North America, Inc. at Its Plant at Plainfield, IlThe Pension Plan for Hourly …$46M
End-of-year total assets ($M) among Oneaz Credit Union Defined Benefit Pension 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)$60M
Net Assets (End of Year)$46M
Net Income-$14M
Employer EIN860108770
Plan Effective Date1974-01-01
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 Defined Benefit (Pension) Plans in Arizona

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

Oneaz Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Oneaz Credit Union Defined Benefit Pension Plan, Total assets ($B): 0.046365015 · Participants: 80Oneaz Credit Union Defined Benefit Pension 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
Oneaz Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Oneaz Credit Union Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Star Tribune Retirement Plan G in MN ($46M); by covered participants it is Union Health Service, Inc. Pension Trust in IL (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Defined Benefit Pension Plan assets move in 2022? ▼
Oneaz Credit Union Defined Benefit Pension Plan declined sharply - down 22.9% during 2022, from $60M to $46M. Reported net income was -$14M.
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 Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Oneaz Credit Union Defined Benefit Pension Plan ranks in the 87th 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 Oneaz Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Star Tribune Retirement Plan G in MN ($46M, 125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oneaz Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Union Health Service, Inc. Pension Trust in IL (80 participants, $42M 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.