Defined Benefit (Pension) · DOL Form 5500 · 2022

Sunwest Federal Credit Union Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
104
Participants Small participant base
76th
Percentile by assets National rank
$181,592
Avg per participant Above avg balance/head
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Official DOL plan name: Sunwest Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Sunwest Federal Credit Union · Arizona · Finance & Insurance

$19M in assets, 104 participants

Sunwest Federal Credit Union's Sunwest Federal Credit Union Defined Benefit Plan and Trust reported $19M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,808 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Sunwest Federal Credit Union Defined Benefit Plan and Trust covers 104 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $19M.

#5,808
in Finance & Insurance (9,261 peers)
-27.1%
assets change YoY
0.2×
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.

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

Sunwest 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

$18,885,546 Top 24% higher than 76% 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

Sunwest 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. Sunwest Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 860097752 · Sunwest Federal Credit Union PY 2022 · Defined Benefit (Pension)

Sunwest Federal Credit Union Defined Benefit Plan and Trust · $19M · 104 · 76th

  • VS-ST $19M
  • VS-ST 104
  • VS-ST 76th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Mclaughlin Body Company Hourly Employees' Pension Plan
  • VS-ST ind #5808

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 →

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

Minnesota Nurses Association Pension Plan & TrustMinnesota Nurses Association…$19MSunwest Federal Credit Union Defined Benefit Plan and TrustSunwest Federal Credit Union…$19MMclaughlin Body Company Hourly Employees' Pension PlanMclaughlin Body Company Hour…$19MPension Plan Basic American FoodsPension Plan Basic American …$19MRetirement Plan of the Jewish Federations of North AmericaRetirement Plan of the Jewis…$19M
End-of-year total assets ($M) among Sunwest 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)$26M
Net Assets (End of Year)$19M
Net Income-$7M
Employer EIN860097752
Plan Effective Date1964-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunwest Federal Credit Union)

Sponsor-wide plan assets over time

All Sunwest Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.17825208760181% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $18.9M $14.7M ▼ -22.2%
Year Plans Participants Total Assets
2022 1 104 $19M
2023 1 99 $18M
2024 1 95 $15M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Sunwest 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 ($B) Participants Sunwest Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.018885546 · Participants: 104Sunwest 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
Sunwest Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Sunwest Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Sunwest 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 Mclaughlin Body Company Hourly Employees' Pension Plan in IL ($19M); by covered participants it is Teg Federal Credit Union Retirement Pension Plan in NY (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Sunwest Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Sunwest Federal Credit Union Defined Benefit Plan and Trust declined sharply - down 27.1% during 2022, from $26M to $19M. Reported net income was -$7M.
How have Sunwest Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunwest Federal Credit Union's sponsor-wide assets declined 22.2%, from $19M to $15M.
Where does Sunwest Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Sunwest Federal Credit Union Defined Benefit Plan and Trust ranks in the 76th 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 Sunwest Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mclaughlin Body Company Hourly Employees' Pension Plan in IL ($19M, 57 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunwest Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teg Federal Credit Union Retirement Pension Plan in NY (104 participants, $13M 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 860097752.

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.