Defined Benefit (Pension) · DOL Form 5500 · 2022

Tucson Federal Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
109
Participants Small participant base
79th
Percentile by assets National rank
$204,229
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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

$22M in assets, 109 participants

Tucson Federal Credit Union's Tucson Federal Credit Union Defined Benefit Plan and Trust reported $22M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,118 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Tucson Federal Credit Union Defined Benefit Plan and Trust covers 109 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $22M.

#6,118
in Finance & Insurance (9,261 peers)
-9.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Tucson 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

$22,260,959 Top 21% higher than 79% 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 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. Tucson Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (109 participants).

DOL schedule card

Filing strip 860098798 · Tucson Federal Credit Union PY 2022 · Defined Benefit (Pension)

Tucson Federal Credit Union Defined Benefit Plan and Trust · $22M · 109 · 79th

  • PCT $22M
  • PCT 109
  • PCT 79th
  • PCT Defined Benefit (Pension)
  • PCT near Oxychem Pension Plan for Union Represented Employees
  • PCT ind #6118

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 Defined Benefit Plan and Trust in the asset neighbourhood

Suburban Wholesalers Association Pension PlanSuburban Wholesalers Associa…$22MTucson Federal Credit Union Defined Benefit Plan and TrustTucson Federal Credit Union …$22MOxychem Pension Plan for Union Represented EmployeesOxychem Pension Plan for Uni…$22MAlbemarle Corporation Pension Plan for Represented Employees in Baton Rouge,LaAlbemarle Corporation Pensio…$22MKeesler Federal Credit Union Cash Balance Defined Benefit Plan and TrustKeesler Federal Credit Union…$22M
End-of-year total assets ($M) among Tucson 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)$25M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN860098798
Plan Effective Date1969-07-01
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 Defined Benefit (Pension) Plans in Arizona

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

Tucson 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 ($B) Participants Tucson Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.022260959 · Participants: 109Tucson 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
Tucson Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Tucson Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Tucson 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 Oxychem Pension Plan for Union Represented Employees in TX ($22M); by covered participants it is First Colony Life Insurance Company Pension Plan in VA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Defined Benefit Plan and Trust assets move in 2022? ▼
Tucson Federal Credit Union Defined Benefit Plan and Trust pulled back noticeably - down 9.6% during 2022, from $25M to $22M. Reported net income was -$2M.
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.
Where does Tucson Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Tucson Federal Credit Union Defined Benefit Plan and Trust ranks in the 79th 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 Tucson Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oxychem Pension Plan for Union Represented Employees in TX ($22M, 400 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tucson Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Colony Life Insurance Company Pension Plan in VA (109 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.