Defined Benefit (Pension) · DOL Form 5500 · 2022

First Credit Union Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
102
Participants Small participant base
66th
Percentile by assets National rank
$103,582
Avg per participant Below avg balance/head
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Official DOL plan name: First Credit Union Cash Balance Defined Benefit Retirement Pension Plan · Sponsored by First Credit Union · Arizona · Finance & Insurance

$11M in assets, 102 participants

First Credit Union's First Credit Union Cash Balance Defined Benefit Retirement Pension Plan reported $11M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,591 in Finance & Insurance (9,261 peers)

Coverage in Arizona

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan covers 102 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $11M.

#4,591
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY

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.

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs every filed plan by assets

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

$10,565,409 Top 34% higher than 66% 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

First Credit Union Cash Balance Defined Benefit Retirement Pension 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. First Credit Union Cash Balance Defined Benefit Retirement Pension Plan sits mid-pack in the medium band (102 participants).

Form 5500 schedule snapshot

Filing strip 860100904 · First Credit Union PY 2022 · Defined Benefit (Pension)

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan · $11M · 102 · 66th

  • SCH $11M
  • EBSA 102
  • PART 66th
  • TYPE Defined Benefit (Pension)
  • NET near Carepoint Health, LLC Cash Balance Plan
  • BOOK ind #4591

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 →

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in the asset neighbourhood

Profusion Industries Marietta Plant Pension PlanProfusion Industries Mariett…$11MFirst Credit Union Cash Balance Defined Benefit Retirement Pension PlanFirst Credit Union Cash Bala…$11MYoung Brothers, Limited Salaried Pension PlanYoung Brothers, Limited Sala…$11MCarepoint Health, LLC Cash Balance PlanCarepoint Health, LLC Cash B…$11MSouthern Star Retirement Plan (Union)Southern Star Retirement Pla…$11M
End-of-year total assets ($M) among First Credit Union Cash Balance Defined Benefit Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN860100904
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Credit Union)

Sponsor-wide plan assets over time

All First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.646175741989733% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $12.9M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 102 $11M
2023 1 109 $12M
2024 1 117 $13M

Nearby Defined Benefit (Pension) Plans in Arizona

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

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants First Credit Union Cash Balance Defined Benefit Retirement Pension Plan, Total assets ($B): 0.010565409 · Participants: 102First Credit Union Cash Balance Defined Benefit Retirement 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
First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare First Credit Union Cash Balance Defined Benefit Retirement Pension Plan side-by-side with 3 peers →

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Carepoint Health, LLC Cash Balance Plan in CO ($11M); by covered participants it is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 First Credit Union Cash Balance Defined Benefit Retirement Pension Plan assets move in 2022? ▼
First Credit Union Cash Balance Defined Benefit Retirement Pension Plan declined sharply - down 17.6% during 2022, from $13M to $11M. Reported net income was -$2M.
How have First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Credit Union's sponsor-wide assets grew 21.6%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to First Credit Union Cash Balance Defined Benefit Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carepoint Health, LLC Cash Balance Plan in CO ($11M, 161 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First Credit Union Cash Balance Defined Benefit Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants, $43M 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 860100904.

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.