Defined Benefit (Pension) · DOL Form 5500 · 2023

Desert Financial Credit Union Pension Plan

Data updated 2026-08-11

$40M
Total assets
497
Participants
83rd
Percentile by assets
$79,504
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Desert Financial Credit Union Retirement Plan · Sponsored by Desert Financial Credit Union · Arizona · Finance & Insurance

$40M in assets, 497 participants

Desert Financial Credit Union's Desert Financial Credit Union Retirement Plan reported $40M in total assets and 497 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #6,548 in Finance & Insurance (8,869 peers)

Where Desert Financial Credit Union Retirement Plan sits by assets

Desert Financial Credit Union Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 497 participants (~$79,504/participant), up 8.9% in 2023.

$40M
total plan assets (2023 EOY)
497
covered participants
83rd
percentile by assets (of 127,072 plans)
$79,504
avg assets per participant

Where Desert Financial Credit Union Retirement Plan sits by total assets

Desert Financial Credit Union Retirement Plan vs every filed plan by assets

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

$39,513,548 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Desert Financial Credit Union Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Desert Financial Credit Union Retirement Plan reported participants fell from 562 in the plan year 2022 filing to 497 in the plan year 2023 filing.
  • Desert Financial Credit Union Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arizona
Industry
Finance & Insurance

Desert Financial Credit Union Retirement Plan vs the 2023 asset distribution

By assets, Desert Financial Credit Union Retirement Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN860096740
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Desert Financial Credit Union)

$110M$120M$130M$140M$150M 202220232024 $121M $132M ▲ +9.2%
Total plan assets by year, all Desert Financial Credit Union plans on file
Year Plans Participants Total Assets
2022 2 1,682 $121M
2023 2 1,685 $146M
2024 2 1,666 $132M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Desert Financial Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Desert Financial Cre…, Total assets ($B): 0.039513548 · Participants: 497Desert Financial Cre…Pinnacle West Capita…, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capita…Salt River Project E…, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project E…Freeport Minerals Co…, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Co…Desert States Employ…, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employ…Avnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Desert Financial Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Desert Financial Credit Union Retirement… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Desert Financial Credit Union Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Desert Financial Credit Union Retirement Plan assets move in 2023? ▼
Desert Financial Credit Union Retirement Plan grew at a solid clip - up 8.9% during 2023, from $36M to $40M. Reported net income was $3M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Desert Financial Credit Union Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Desert Financial Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of United Supermarkets, L.L.C. in TX ($40M, 706 participants).

Next read for Desert Financial Credit Union Retirement…

Scale reading

Ways to act on Desert Financial Credit Union Retirement Plan's numbers.

  • By total assets, Desert Financial Credit Union Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
  • Desert Financial Credit Union's sponsor-wide assets have grown 9.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.