401(k) · DOL Form 5500 · 2023

Tucson Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
124
Participants Small participant base
50th
Percentile by assets National rank
$52,849
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$7M in assets, 124 participants

Tucson Federal Credit Union's Tucson Federal Credit Union 401(k) Plan reported $7M in total assets and 124 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.

  • #3,143 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Tucson Federal Credit Union 401(k) Plan covers 124 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#3,143
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY

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

Tucson Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$6,553,305 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

Tucson Federal Credit Union 401(k) 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. Tucson Federal Credit Union 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tucson Federal Credit Union 401(k) Plan reported net income rose from -$610K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tucson Federal Credit Union 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tucson Federal Credit Union 401(k) Plan reported participants fell from 127 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860098798 · Tucson Federal Credit Union PY 2023 · 401(k)

Tucson Federal Credit Union 401(k) Plan · $7M · 124 · 50th

  • VS-ST $7M
  • BOY 124
  • SCH 50th
  • EBSA 401(k)
  • PART near Hord Farms West LLP 401(k) Retirement Plan
  • TYPE ind #3143

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 →

Tucson Federal Credit Union 401(k) Plan in the asset neighbourhood

Tucson Federal Credit Union 401(k) PlanTucson Federal Credit Union …$7MHord Farms West LLP 401(k) Retirement PlanHord Farms West LLP 401(k) R…$7MForest View Dental, S.C. 401(k) Profit Sharing PlanForest View Dental, S.C. 401…$7MMega Force Corp. 401(k) Profit Sharing PlanMega Force Corp. 401(k) Prof…$7MAtlantic Coast Toyotalift 401(k) Retirement PlanAtlantic Coast Toyotalift 40…$7M
End-of-year total assets ($M) among Tucson Federal Credit Union 401(k) Plan 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$1M
Employer EIN860098798
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tucson Federal Credit Union)

Sponsor-wide plan assets over time

All Tucson Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 29.11552084633373% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $35.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 236 $27M
2023 2 225 $33M
2024 2 247 $35M

Nearby 401(k) Plans in Arizona

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

Tucson Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Tucson Federal Credit Union 401(k) Plan, Total assets ($B): 0.006553305 · Participants: 124Tucson Federal Credit Union 401(k) PlanBechtel 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
Tucson Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Tucson Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Tucson Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hord Farms West LLP 401(k) Retirement Plan in MN ($7M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Tucson Federal Credit Union 401(k) Plan assets move in 2023? ▼
Tucson Federal Credit Union 401(k) Plan grew sharply - up 25.7% during 2023, from $5M to $7M. Reported net income was $1M.
How have Tucson Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Federal Credit Union's sponsor-wide assets grew 29.1%, from $27M to $35M.
Which 401(k) plans are similar in size to Tucson Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hord Farms West LLP 401(k) Retirement Plan in MN ($7M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Tucson Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 860098798.

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.