401(k) · DOL Form 5500 · 2023

Arizona Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
682
Participants Below avg headcount
87th
Percentile by assets National rank
$87,968
Avg per participant Below avg balance/head
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Official DOL plan name: Arizona Financial Credit Union Capital Accumulation Plan · Sponsored by Arizona Financial Credit Union · Arizona · Finance & Insurance

$60M in assets, 682 participants

Arizona Financial Credit Union's Arizona Financial Credit Union Capital Accumulation Plan reported $60M in total assets and 682 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,141 in Finance & Insurance (8,869 peers)

Where Arizona Financial Credit Union Capital Accumulation Plan sits by assets

Arizona Financial Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $60M for 682 participants (~$87,968/participant), up 18.7% in 2023.

#7,141
in Finance & Insurance (8,869 peers)
+18.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Arizona Financial Credit Union Capital Accumulation Plan's outsized position by total assets

Arizona Financial Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$59,994,263 Top 13% higher than 87% 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

Arizona Financial Credit Union Capital Accumulation 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. Arizona Financial Credit Union Capital Accumulation Plan sits mid-pack in the medium band (682 participants).

EBSA filing schedule strip

Filing strip 860101004 · Arizona Financial Credit Union PY 2023 · 401(k)

Arizona Financial Credit Union Capital Accumulation Plan · $60M · 682 · 87th

  • 5500 $60M
  • 5500 682
  • 5500 87th
  • 5500 401(k)
  • 5500 near Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan
  • 5500 ind #7141

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 →

Arizona Financial Credit Union Capital Accumulation Plan in the asset neighbourhood

Sid Peterson Memorial Hospital 401(k) Savings and Profit Sharing PlanSid Peterson Memorial Hospit…$60MTaconic Capital Advisors L.P. 401(k) Profit Sharing PlanTaconic Capital Advisors L.P…$60MWago Corporation 401(k) Plan$60MArizona Financial Credit Union Capital Accumulation PlanArizona Financial Credit Uni…$60MSeed Intellectual Property Law Group LLP 401(k) Profit Sharing PlanSeed Intellectual Property L…$60M
End-of-year total assets ($M) among Arizona Financial Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$60M
Net Income$9M
Employer EIN860101004
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona Financial Credit Union)

Sponsor-wide plan assets over time

All Arizona Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$67M 11.254582792357997% vs 2023
2024 filing year
$55M$60M$65M$70M 20232024 $60M $66.8M ▲ +11.3%
Year Plans Participants Total Assets
2023 1 682 $60M
2024 1 634 $67M

Nearby 401(k) Plans in Arizona

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

Arizona Financial Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Arizona Financial Credit Union Capital Accumulation Plan, Total assets ($B): 0.059994263 · Participants: 682Arizona Financial Credit Union Capital Accumulation 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
Arizona Financial Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Financial Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Arizona Financial Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan in NY ($60M); by covered participants it is Titan Medical Group, LLC 401(k) Plan in NE (682 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (682 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 Arizona Financial Credit Union Capital Accumulation Plan assets move in 2023? ▼
Arizona Financial Credit Union Capital Accumulation Plan grew sharply - up 18.7% during 2023, from $51M to $60M. Reported net income was $9M.
How have Arizona Financial Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Arizona Financial Credit Union's sponsor-wide assets grew 11.3%, from $60M to $67M.
Where does Arizona Financial Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Arizona Financial Credit Union Capital Accumulation Plan ranks in the 87th 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 401(k) plans are similar in size to Arizona Financial Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan in NY ($60M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Financial Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Titan Medical Group, LLC 401(k) Plan in NE (682 participants, $7M 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 860101004.

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.