401(k) · DOL Form 5500 · 2023

Pima Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
122
Participants Small participant base
50th
Percentile by assets National rank
$55,768
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$7M in assets, 122 participants

Pima Federal Credit Union's Pima Federal Credit Union 401(k) Plan and Trust reported $7M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,193 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Pima Federal Credit Union 401(k) Plan and Trust covers 122 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#3,193
in Finance & Insurance (8,869 peers)
+28.3%
assets growth YoY

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

Pima Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$6,803,681 Top 50% higher than 50% 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

Pima Federal Credit Union 401(k) Plan and Trust 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. Pima Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pima Federal Credit Union 401(k) Plan and Trust reported net income rose from -$926K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pima Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pima Federal Credit Union 401(k) Plan and Trust reported participants rose from 118 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860124950 · Pima Federal Credit Union PY 2023 · 401(k)

Pima Federal Credit Union 401(k) Plan and Trust · $7M · 122 · 50th

  • EIN $7M
  • EIN 122
  • EIN 50th
  • EIN 401(k)
  • EIN near Hyde Park Pediatrics PC 401(k) Profit Sharing Plan and Trust
  • EIN ind #3193

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 →

Pima Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Pima Federal Credit Union 401(k) Plan and TrustPima Federal Credit Union 40…$7MHyde Park Pediatrics PC 401(k) Profit Sharing Plan and TrustHyde Park Pediatrics PC 401(…$7MAh Facilities 401(k) Plan$7MHome Federal-Grand Island 401(k) Retirement PlanHome Federal-Grand Island 40…$7MDataserv Integrations, LLC 401(k) PlanDataserv Integrations, LLC 4…$7M
End-of-year total assets ($M) among Pima Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN860124950
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pima Federal Credit Union)

Sponsor-wide plan assets over time

All Pima Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 22.609295561029498% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $33M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 230 $27M
2023 2 237 $31M
2024 2 243 $33M

Nearby 401(k) Plans in Arizona

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

Pima 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 -20246 Total assets ($B) Participants Pima Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.006803681 · Participants: 122Pima Federal Credit Union 401(k) Plan and TrustBechtel 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
Pima Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Pima Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Pima 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 Hyde Park Pediatrics PC 401(k) Profit Sharing Plan and Trust in MA ($7M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Pima Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Pima Federal Credit Union 401(k) Plan and Trust grew sharply - up 28.3% during 2023, from $5M to $7M. Reported net income was $2M.
How have Pima Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pima Federal Credit Union's sponsor-wide assets grew 22.6%, from $27M to $33M.
Which 401(k) plans are similar in size to Pima Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hyde Park Pediatrics PC 401(k) Profit Sharing Plan and Trust in MA ($7M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Pima Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 860124950.

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.