401(k) · DOL Form 5500 · 2023

A.E.a. Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
97
Participants Small participant base
44th
Percentile by assets National rank
$50,763
Avg per participant Low balance/head
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Official DOL plan name: A. E. a. Federal Credit Union 401(k) Plan and Trust · Sponsored by A.E.a. Federal Credit Union · Arizona · Finance & Insurance

$5M in assets, 97 participants

A.E.a. Federal Credit Union's A. E. a. Federal Credit Union 401(k) Plan and Trust reported $5M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,761 in Finance & Insurance (8,869 peers)

A.E.a. Federal Credit Union multi-year trail

A.E.a. Federal Credit Union's plans moved +39.3% in assets from 2022 to 2024; this filing shows A. E. a. Federal Credit Union 401(k) Plan and Trust at $5M / 97 participants.

#2,761
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY

A. E. a. Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

A. E. a. Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$4,924,025 44th percentile higher than 44% 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

A. E. a. Federal Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. E. a. Federal Credit Union 401(k) Plan and Trust is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. E. a. Federal Credit Union 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • A. E. a. Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • A. E. a. Federal Credit Union 401(k) Plan and Trust reported participants rose from 90 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860146700 · A.E.a. Federal Credit Union PY 2023 · 401(k)

A. E. a. Federal Credit Union 401(k) Plan and Trust · $5M · 97 · 44th

  • RANK $5M
  • PHOTO 97
  • IND 44th
  • EOY 401(k)
  • 5500 near 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star
  • ASSETS ind #2761

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 →

A. E. a. Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Eastgate Group 401(k) Plan$5MA. E. a. Federal Credit Union 401(k) Plan and TrustA. E. a. Federal Credit Unio…$5M403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star403(b) Thrift Plan for Emplo…$5MThe Cleveland-Cliffs Steel Corporation Thrift Plan BThe Cleveland-Cliffs Steel C…$5MGlobal Environment and Technology Foundation Profit Sharing PlanGlobal Environment and Techn…$5M
End-of-year total assets ($M) among A. E. a. Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

A.E.a. Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All A.E.a. Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.26879878254302% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.04M $5.63M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 90 $4M
2023 1 97 $5M
2024 1 102 $6M

A.E.a. Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$880K
Employer EIN860146700
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

A. E. a. Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants A. E. a. Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.004924025 · Participants: 97A. E. a. Federal Credit Union 401(k) Plan and TrustBechtel 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
A. E. a. Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare A. E. a. Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

A. E. a. Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star in TX ($5M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 A. E. a. Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
A. E. a. Federal Credit Union 401(k) Plan and Trust grew sharply - up 21.8% during 2023, from $4M to $5M. Reported net income was $880K.
How have A.E.a. Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.E.a. Federal Credit Union's sponsor-wide assets grew 39.3%, from $4M to $6M.
Which 401(k) plans are similar in size to A. E. a. Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star in TX ($5M, 62 participants).
Which 401(k) plans cover a similar participant headcount to A. E. a. Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 860146700.

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.