Profit Sharing · DOL Form 5500 · 2023

First United Service Corporation Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 35th
Percentile by assets National rank

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Official DOL plan name: First United Service Corporation Pension Plan & Trust · Sponsored by First United Service Corporation · Arizona · Finance & Insurance

$3M in assets, N/A participants

First United Service Corporation's First United Service Corporation Pension Plan & Trust reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#2,133 in Finance & Insurance (8,869 peers)

First United Service Corporation multi-year trail

First United Service Corporation's plans moved +18.8% in assets from 2022 to 2024; this filing shows First United Service Corporation Pension Plan & Trust at $3M / N/A participants.

#2,133
in Finance & Insurance (8,869 peers): +4.7%
assets growth YoY

First United Service Corporation Pension Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

First United Service Corporation Pension Plan & Trust vs every filed plan by assets

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

$2,792,000 35th percentile higher than 35% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

First United Service Corporation Pension Plan & Trust reported net income rose from -$384K in the plan year 2022 filing to $125K in the plan year 2023 filing.
First United Service Corporation Pension Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860297968 · First United Service Corporation PY 2023 · Profit Sharing

First United Service Corporation Pension Plan & Trust · $3M · N/A · 35th

EOY $3M
5500 N/A
ASSETS 35th
PCT Profit Sharing
EIN near Pedro J. Rullan Marin Retirement Plan
RANK ind #2133

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 →

End-of-year total assets ($M) among First United Service Corporation Pension Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

First United Service Corporation multi-year asset trail

Latest sponsor-wide plan assets: $3M 18.836014549818128% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$3M
2023	1	N/A	$3M
2024	1	N/A	$3M

First United Service Corporation filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$125K
Employer EIN	860297968
Plan Effective Date	2005-06-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

First United Service Corporation Pension Plan & Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
Marana Health Center, Inc. 403b Plan $28M · 725
Center for Biological Diversity 403(b) DC Plan $26M · 180

Compare First United Service Corporation Pension Plan & Trust side-by-side with 3 peers →

First United Service Corporation Pension Plan & Trust's closest out-of-state Profit Sharing peers by assets

Outside Arizona, the nearest Profit Sharing by end-of-year assets is Pedro J. Rullan Marin Retirement Plan in PR at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Pedro J. Rullan Marin Retirement Plan (PR) $3M · 2
Endocrinology Associates, S.C. Profit Sharing Plan (IL) $3M · 5
Rimco Inc. Retirement Savings Plan Savings Plan (PR) $3M · 170
Corporate Advisory Associates, Inc. Profit Sharing Plan (WA) $3M · 7

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 First United Service Corporation Pension Plan & Trust assets move in 2023? ▼

First United Service Corporation Pension Plan & Trust edged up modestly - up 4.7% during 2023, from $3M to $3M. Reported net income was $125K.

How have First United Service Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), First United Service Corporation's sponsor-wide assets grew 18.8%, from $3M to $3M.

Which Profit Sharing plans are similar in size to First United Service Corporation Pension Plan & Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Pedro J. Rullan Marin Retirement Plan in PR ($3M, 2 participants).

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 860297968.