Defined Benefit (Pension) · DOL Form 5500 · 2023

First Credit Union Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
109
Participants Small participant base
62nd
Percentile by assets National rank
$109,697
Avg per participant Below avg balance/head
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Official DOL plan name: First Credit Union Cash Balance Defined Benefit Retirement Pension Plan · Sponsored by First Credit Union · Arizona · Finance & Insurance

$12M in assets, 109 participants

First Credit Union's First Credit Union Cash Balance Defined Benefit Retirement Pension Plan reported $12M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,198 in Finance & Insurance (8,869 peers)

Coverage in Arizona

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan covers 109 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#4,198
in Finance & Insurance (8,869 peers)
+13.2%
assets growth YoY

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs every filed plan by assets

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

$11,956,985 Top 38% higher than 62% 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

First Credit Union Cash Balance Defined Benefit Retirement Pension 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. First Credit Union Cash Balance Defined Benefit Retirement Pension Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Credit Union Cash Balance Defined Benefit Retirement Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First Credit Union Cash Balance Defined Benefit Retirement Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • First Credit Union Cash Balance Defined Benefit Retirement Pension Plan reported participants rose from 102 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860100904 · First Credit Union PY 2023 · Defined Benefit (Pension)

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan · $12M · 109 · 62nd

  • BOOK $12M
  • VS-ST 109
  • BOY 62nd
  • SCH Defined Benefit (Pension)
  • EBSA near Hub Folding Box Company, Inc. Union Members' Pension Plan
  • PART ind #4198

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 →

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in the asset neighbourhood

First Credit Union Cash Balance Defined Benefit Retirement Pension PlanFirst Credit Union Cash Bala…$12MHub Folding Box Company, Inc. Union Members' Pension PlanHub Folding Box Company, Inc…$12MJustan Electrical Contracting Corp. Retirement Plan and TrustJustan Electrical Contractin…$12MPension Plan of the Cly-Del Manufacturing CompanyPension Plan of the Cly-Del …$12MRetirement Plan for Employees of Beckley Water CompanyRetirement Plan for Employee…$12M
End-of-year total assets ($M) among First Credit Union Cash Balance Defined Benefit Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN860100904
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Credit Union)

Sponsor-wide plan assets over time

All First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.646175741989733% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $12.9M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 102 $11M
2023 1 109 $12M
2024 1 117 $13M

Nearby Defined Benefit (Pension) Plans in Arizona

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

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants First Credit Union Cash Balance Defined Benefit Retirement Pension Plan, Total assets ($B): 0.011956985 · Participants: 109First Credit Union Cash Balance Defined Benefit Retirement Pension PlanPinnacle 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
First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare First Credit Union Cash Balance Defined Benefit Retirement Pension Plan side-by-side with 3 peers →

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Hub Folding Box Company, Inc. Union Members' Pension Plan in MA ($12M); by covered participants it is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 First Credit Union Cash Balance Defined Benefit Retirement Pension Plan assets move in 2023? ▼
First Credit Union Cash Balance Defined Benefit Retirement Pension Plan grew at a solid clip - up 13.2% during 2023, from $11M to $12M. Reported net income was $1M.
How have First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Credit Union's sponsor-wide assets grew 21.6%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to First Credit Union Cash Balance Defined Benefit Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hub Folding Box Company, Inc. Union Members' Pension Plan in MA ($12M, 64 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First Credit Union Cash Balance Defined Benefit Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 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 860100904.

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.