Defined Benefit (Pension) · DOL Form 5500 · 2023

Pima Federal Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
115
Participants Small participant base
76th
Percentile by assets National rank
$211,882
Avg per participant Above avg balance/head
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Official DOL plan name: Pima Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Pima Federal Credit Union · Arizona · Finance & Insurance

$24M in assets, 115 participants

Pima Federal Credit Union's Pima Federal Credit Union Defined Benefit Plan and Trust reported $24M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,654 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Pima Federal Credit Union Defined Benefit Plan and Trust covers 115 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $24M.

#5,654
in Finance & Insurance (8,869 peers)
+12.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pima Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Pima Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$24,366,397 Top 24% higher than 76% 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 Defined Benefit 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pima Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pima Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Pima Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 112 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860124950 · Pima Federal Credit Union PY 2023 · Defined Benefit (Pension)

Pima Federal Credit Union Defined Benefit Plan and Trust · $24M · 115 · 76th

  • NET $24M
  • NET 115
  • NET 76th
  • NET Defined Benefit (Pension)
  • NET near California Winery Workers Pension Plan Trust
  • NET ind #5654

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 Defined Benefit Plan and Trust in the asset neighbourhood

Sanofi-Aventis Puerto Rico Pension PlanSanofi-Aventis Puerto Rico P…$24MPima Federal Credit Union Defined Benefit Plan and TrustPima Federal Credit Union De…$24MCalifornia Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$24MAmerican Optical Corporation Retirement PlanAmerican Optical Corporation…$24MSbera Pension Plan as Adopted by Eagle BankSbera Pension Plan as Adopte…$24M
End-of-year total assets ($M) among Pima Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN860124950
Plan Effective Date1984-01-01
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 Defined Benefit (Pension) Plans in Arizona

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

Pima Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Pima Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.024366397 · Participants: 115Pima Federal Credit Union Defined Benefit Plan and TrustPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Pima Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Pima Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Pima Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is California Winery Workers Pension Plan Trust in CA ($24M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Defined Benefit Plan and Trust assets move in 2023? ▼
Pima Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 12.9% during 2023, from $22M to $24M. Reported net income was $3M.
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.
Where does Pima Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Pima Federal Credit Union Defined Benefit Plan and Trust ranks in the 76th 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 Pima Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is California Winery Workers Pension Plan Trust in CA ($24M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pima Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants, N/A 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.