401(k) · DOL Form 5500 · 2023

America First Credit Union 401(k) Plan

Data updated 2026-08-11

$118M
Total assets
2,335
Participants
92nd
Percentile by assets
$50,731
Avg per participant
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Official DOL plan name: America First Credit Union 401(k) Plan and Trust · Sponsored by America First Credit Union · Utah · Finance & Insurance

$118M in assets, 2,335 participants

America First Credit Union's America First Credit Union 401(k) Plan and Trust reported $118M in total assets and 2,335 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #7,822 in Finance & Insurance (8,869 peers)

Coverage in Utah

America First Credit Union 401(k) Plan and Trust covers 2,335 participants in Utah, 3.9x the typical Utah plan (state average ~592 per filing). Assets: $118M.

$118M
total plan assets (2023 EOY)
2,335
covered participants
92nd
percentile by assets (of 127,072 plans)
$50,731
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • America First Credit Union 401(k) Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • America First Credit Union 401(k) Plan and Trust end-of-year assets rose from $91M in the plan year 2022 filing to $118M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. America First Credit Union 401(k) Plan and Trust reports 2,335 participants - 3.9x that state average ($118M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$118M
Net Income$27M
Employer EIN870216202
Plan Effective Date1997-11-26
Filing StatusFILING RECEIVED

Sponsor Plan History (America First Credit Union)

$550M$600M$650M$700M$750M$800M 202220232024 $578M $743M ▲ +28.5%
Total plan assets by year, all America First Credit Union plans on file
Year Plans Participants Total Assets
2022 2 4,749 $578M
2023 2 4,799 $666M
2024 2 5,699 $743M

Nearby 401(k) Plans in Utah

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

America First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants

America First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants America First Credit…Intermountain Health…Deseret 401(k) PlanZions Bancorporation…Skywest, Inc. Employ…Autoliv Asp, Inc. Em…
America First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to America First Credit Union 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did America First Credit Union 401(k) Plan and Trust assets move in 2023?
America First Credit Union 401(k) Plan and Trust grew sharply - up 29.9% during 2023, from $91M to $118M. Reported net income was $27M.
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 401(k) Plan and Trust rank by assets among Form 5500 filers?
America First Credit Union 401(k) Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to America First Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Wyatt, Tarrant & Combs, LLP Profit Sharing Plan in KY ($118M, 188 participants).

Next read for America First Credit Union 401(k) Plan a…

Filing takeaways

Ways to act on America First Credit Union 401(k) Plan and Trust's numbers.