Defined Benefit (Pension) · DOL Form 5500 · 2023
Desert Financial Credit Union Pension Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 497
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $79,504
- Avg per participant Below avg balance/head
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.
- #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.
- #6,548
- in Finance & Insurance (8,869 peers)
- +8.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Desert Financial Credit Union Retirement Plan's outsized position 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
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 Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Desert Financial Credit Union Retirement Plan sits mid-pack in the medium band (497 participants).
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.
DOL schedule card
Filing strip 860096740 · Desert Financial Credit Union PY 2023 · Defined Benefit (Pension)
Desert Financial Credit Union Retirement Plan · $40M · 497 · 83rd
- 5500 $40M
- ASSETS 497
- PCT 83rd
- EIN Defined Benefit (Pension)
- RANK near Retirement Plan for Employees of United Supermarkets, L.L.C.
- PHOTO ind #6548
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 Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 860096740 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
| 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.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Desert Financial Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of United Supermarkets, L.L.C. in TX ($40M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in PA (497 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (497 participants); asset peers above are excluded.
- Major League Baseball Pension Plan for Non-Uniformed Personnel (PA) 497 · 0 off
- Clopay Ames Pension Plan (FL) 498 · 1 off
- IBEW Local No. 117 Pension Fund (IL) 498 · 1 off
- Plumbers Local Union No. 16 Pension Plan (NE) 496 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.