401(k) · DOL Form 5500 · 2023

Desert Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,188
Participants Near avg headcount
92nd
Percentile by assets National rank
$89,953
Avg per participant Below avg balance/head
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Official DOL plan name: Desert Financial Credit Union 401(k) Profit Sharing Plan · Sponsored by Desert Financial Credit Union · Arizona · Finance & Insurance

$107M in assets, 1,188 participants

Desert Financial Credit Union's Desert Financial Credit Union 401(k) Profit Sharing Plan reported $107M in total assets and 1,188 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,747 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Desert Financial Credit Union 401(k) Profit Sharing Plan covers 1,188 participants in Arizona, 2.1x the typical Arizona plan (state average ~564 per filing). Assets: $107M.

#7,747
in Finance & Insurance (8,869 peers)
+26.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Desert Financial Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Desert Financial Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$106,864,129 Top 8% higher than 92% of 127,068 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 2023

Desert Financial Credit Union 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Desert Financial Credit Union 401(k) Profit Sharing Plan lands in the large band (1,188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Desert Financial Credit Union 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Desert Financial Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $84M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Desert Financial Credit Union 401(k) Profit Sharing Plan reported participants rose from 1,120 in the plan year 2022 filing to 1,188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860096740 · Desert Financial Credit Union PY 2023 · 401(k)

Desert Financial Credit Union 401(k) Profit Sharing Plan · $107M · 1,188 · 92nd

  • IND $107M
  • EOY 1,188
  • 5500 92nd
  • ASSETS 401(k)
  • PCT near Foley Savings Plan
  • EIN ind #7747

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 →

Desert Financial Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Careerbuilder, LLC 401(k) PlanCareerbuilder, LLC 401(k) Pl…$107MDesert Financial Credit Union 401(k) Profit Sharing PlanDesert Financial Credit Unio…$107MFoley Savings Plan$107MInizio Employee Savings Plan$107MExchange Bank Savings and Profit Sharing PlanExchange Bank Savings and Pr…$107M
End-of-year total assets ($M) among Desert Financial Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$107M
Net Income$22M
Employer EIN860096740
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Desert Financial Credit Union)

Sponsor-wide plan assets over time

All Desert Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$132M 9.161004867449197% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $121M $132M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 1,682 $121M
2023 2 1,685 $146M
2024 2 1,666 $132M

Nearby 401(k) Plans in Arizona

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

Desert Financial Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Desert Financial Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.106864129 · Participants: 1188Desert Financial Credit Union 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Desert Financial Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Desert Financial Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Desert Financial Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Foley Savings Plan in KS ($107M); by covered participants it is Topcon America Corporation 401(k) Plan in NJ (1,188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,188 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Desert Financial Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼
Desert Financial Credit Union 401(k) Profit Sharing Plan grew sharply - up 26.6% during 2023, from $84M to $107M. Reported net income was $22M.
How have Desert Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Desert Financial Credit Union's sponsor-wide assets grew 9.2%, from $121M to $132M.
Where does Desert Financial Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Desert Financial Credit Union 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Desert Financial Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foley Savings Plan in KS ($107M, 1,258 participants).
Which 401(k) plans cover a similar participant headcount to Desert Financial Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topcon America Corporation 401(k) Plan in NJ (1,188 participants, $181M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860096740.

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.