401(k) · DOL Form 5500 · 2022

Tucson Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
51st
Percentile by assets National rank
$41,056
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tucson Federal Credit Union 401(k) Plan · Sponsored by Tucson Federal Credit Union · Arizona · Finance & Insurance

$5M in assets, 127 participants

Tucson Federal Credit Union's Tucson Federal Credit Union 401(k) Plan reported $5M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,323 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Tucson Federal Credit Union 401(k) Plan covers 127 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#3,323
in Finance & Insurance (9,261 peers)
-10.5%
assets change YoY

The plan reported a net loss of $610K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tucson Federal Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$5,214,160 Top 49% higher than 51% 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

Tucson Federal 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. Tucson Federal Credit Union 401(k) Plan sits mid-pack in the medium band (127 participants).

Published 5500 schedule card

Filing strip 860098798 · Tucson Federal Credit Union PY 2022 · 401(k)

Tucson Federal Credit Union 401(k) Plan · $5M · 127 · 51st

  • PART $5M
  • TYPE 127
  • NET 51st
  • BOOK 401(k)
  • VS-ST near Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust
  • BOY ind #3323

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 →

Tucson Federal Credit Union 401(k) Plan in the asset neighbourhood

Tucson Federal Credit Union 401(k) PlanTucson Federal Credit Union …$5MRbt Cpas LLP 401(k) Profit Sharing Plan and TrustRbt Cpas LLP 401(k) Profit S…$5MEmployee Benefit Plan of Friends Committee on National Legislation, Inc.Employee Benefit Plan of Fri…$5MThe Cara Group, Inc. Employees Savings TrustThe Cara Group, Inc. Employe…$5MOral Surgery Associates, LLP Profit Sharing Plan & TrustOral Surgery Associates, LLP…$5M
End-of-year total assets ($M) among Tucson Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$610K
Employer EIN860098798
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tucson Federal Credit Union)

Sponsor-wide plan assets over time

All Tucson Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 29.11552084633373% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $35.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 236 $27M
2023 2 225 $33M
2024 2 247 $35M

Nearby 401(k) Plans in Arizona

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

Tucson Federal 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 ($B) Participants Tucson Federal Credit Union 401(k) Plan, Total assets ($B): 0.00521416 · Participants: 127Tucson Federal 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
Tucson Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Tucson Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Tucson Federal 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 Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust in NY ($5M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Tucson Federal Credit Union 401(k) Plan assets move in 2022? ▼
Tucson Federal Credit Union 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $6M to $5M. Reported net income was -$610K.
How have Tucson Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Federal Credit Union's sponsor-wide assets grew 29.1%, from $27M to $35M.
Which 401(k) plans are similar in size to Tucson Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust in NY ($5M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Tucson Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants, N/A 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 860098798.

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.