401(k) · DOL Form 5500 · 2022

A.E.a. Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
90
Participants Small participant base
46th
Percentile by assets National rank
$44,932
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: A. E. a. Federal Credit Union 401(k) Plan and Trust · Sponsored by A.E.a. Federal Credit Union · Arizona · Finance & Insurance

$4M in assets, 90 participants

A.E.a. Federal Credit Union's A. E. a. Federal Credit Union 401(k) Plan and Trust reported $4M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,945 in Finance & Insurance (9,261 peers)

A.E.a. Federal Credit Union multi-year trail

A.E.a. Federal Credit Union's plans moved +39.3% in assets from 2022 to 2024; this filing shows A. E. a. Federal Credit Union 401(k) Plan and Trust at $4M / 90 participants.

#2,945
in Finance & Insurance (9,261 peers)
-20.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A. E. a. Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

A. E. a. Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$4,043,839 46th percentile higher than 46% 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

A. E. a. Federal Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. E. a. Federal Credit Union 401(k) Plan and Trust is a small filing (90 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 860146700 · A.E.a. Federal Credit Union PY 2022 · 401(k)

A. E. a. Federal Credit Union 401(k) Plan and Trust · $4M · 90 · 46th

  • BOY $4M
  • BOY 90
  • BOY 46th
  • BOY 401(k)
  • BOY near Apple Texas Group 401(k) Plan
  • BOY ind #2945

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 →

A. E. a. Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

A. E. a. Federal Credit Union 401(k) Plan and TrustA. E. a. Federal Credit Unio…$4MApple Texas Group 401(k) Plan$4MStrategic Content Imaging Corp. Union 401(k) Profit Sharing PlanStrategic Content Imaging Co…$4MFisher Ranch, LLC 401(k) Plan$4MAvi Foodsystems, Inc. 401(k) Plan aAvi Foodsystems, Inc. 401(k)…$4M
End-of-year total assets ($M) among A. E. a. Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

A.E.a. Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All A.E.a. Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.26879878254302% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.04M $5.63M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 90 $4M
2023 1 97 $5M
2024 1 102 $6M

A.E.a. Federal Credit Union filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN860146700
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

A. E. a. Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants A. E. a. Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.004043839 · Participants: 90A. E. a. Federal Credit Union 401(k) Plan and TrustBanner 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
A. E. a. Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare A. E. a. Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

A. E. a. Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Apple Texas Group 401(k) Plan in TX ($4M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 A. E. a. Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
A. E. a. Federal Credit Union 401(k) Plan and Trust declined sharply - down 20.9% during 2022, from $5M to $4M. Reported net income was -$1M.
How have A.E.a. Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.E.a. Federal Credit Union's sponsor-wide assets grew 39.3%, from $4M to $6M.
Which 401(k) plans are similar in size to A. E. a. Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Apple Texas Group 401(k) Plan in TX ($4M, 833 participants).
Which 401(k) plans cover a similar participant headcount to A. E. a. Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K 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 860146700.

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.