Defined Benefit (Pension) · DOL Form 5500 · 2023

America First Credit Union Pension Plan

Data updated 2026-08-25

$547M
Total assets Above avg plan size
2,464
Participants Above avg headcount
98th
Percentile by assets National rank
$222,132
Avg per participant Above avg balance/head
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Official DOL plan name: America First Credit Union Pension Plan · Sponsored by America First Credit Union · Utah · Finance & Insurance

$547M in assets, 2,464 participants

America First Credit Union's America First Credit Union Pension Plan reported $547M in total assets and 2,464 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,499 in Finance & Insurance (8,869 peers)

Coverage in Utah

America First Credit Union Pension Plan covers 2,464 participants in Utah, 4.2x the typical Utah plan (state average ~592 per filing). Assets: $547M.

#8,499
in Finance & Insurance (8,869 peers)
+12.4%
assets growth YoY
5.5×
vs typical plan assets (national mean)

America First Credit Union Pension Plan's outsized position by total assets

America First Credit Union Pension Plan vs every filed plan by assets

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

$547,334,141 Top 2% higher than 98% 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

America First Credit Union Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. America First Credit Union Pension Plan lands in the large band (2,464 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • America First Credit Union Pension Plan reported net income rose from -$42M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • America First Credit Union Pension Plan end-of-year assets rose from $487M in the plan year 2022 filing to $547M in the plan year 2023 filing.
  • America First Credit Union Pension Plan reported participants rose from 2,406 in the plan year 2022 filing to 2,464 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870216202 · America First Credit Union PY 2023 · Defined Benefit (Pension)

America First Credit Union Pension Plan · $547M · 2,464 · 98th

  • NET $547M
  • NET 2,464
  • NET 98th
  • NET Defined Benefit (Pension)
  • NET near Globe Life Inc. Pension Plan
  • NET ind #8499

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 Utah →

America First Credit Union Pension Plan in the asset neighbourhood

I.U.O.E. Local 132 Pension FundI.U.O.E. Local 132 Pension F…$548MAmerica First Credit Union Pension PlanAmerica First Credit Union P…$547MGlobe Life Inc. Pension Plan$547MAtmos Energy Corporation Pension Account PlanAtmos Energy Corporation Pen…$547MMeritor, Inc. Retirement Plan$546M
End-of-year total assets ($M) among America First Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$487M
Net Assets (End of Year)$547M
Net Income$61M
Employer EIN870216202
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (America First Credit Union)

Sponsor-wide plan assets over time

All America First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$743M 28.49508307366133% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $578M $743M ▲ +28.5%
Year Plans Participants Total Assets
2022 2 4,749 $578M
2023 2 4,799 $666M
2024 2 5,699 $743M

Nearby Defined Benefit (Pension) Plans in Utah

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

America First Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants America First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 PensionRetirement Plan for Employees of Intermountain Power Service Corporation, Total assets ($B): 0.314936219 · Participants: 321Retirement Plan for Employees of Intermountain Power Service Corporation
America First Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare America First Credit Union Pension Plan side-by-side with 3 peers →

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

Outside Utah, the nearest Defined Benefit (Pension) by assets is Globe Life Inc. Pension Plan in TX ($547M); by covered participants it is Kpmg Partner Pension Plan in NJ (2,464 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($547M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,464 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 America First Credit Union Pension Plan assets move in 2023? ▼
America First Credit Union Pension Plan grew at a solid clip - up 12.4% during 2023, from $487M to $547M. Reported net income was $61M.
How have America First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), America First Credit Union's sponsor-wide assets grew 28.5%, from $578M to $743M.
Where does America First Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
America First Credit Union Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to America First Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Globe Life Inc. Pension Plan in TX ($547M, 1,854 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to America First Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kpmg Partner Pension Plan in NJ (2,464 participants, $1.8B 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 870216202.

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.