401(k) · DOL Form 5500 · 2023

America First Credit Union 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
2,335
Participants Above avg headcount
92nd
Percentile by assets National rank
$50,731
Avg per participant Low balance/head
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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.

  • #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.

#7,822
in Finance & Insurance (8,869 peers)
+29.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

America First Credit Union 401(k) Plan and Trust's outsized position by total assets

America First Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$118,457,882 Top 8% higher than 92% 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 401(k) Plan and Trust'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 401(k) Plan and Trust lands in the large band (2,335 participants).

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 →

Published 5500 schedule card

Filing strip 870216202 · America First Credit Union PY 2023 · 401(k)

America First Credit Union 401(k) Plan and Trust · $118M · 2,335 · 92nd

  • NET $118M
  • NET 2,335
  • NET 92nd
  • NET 401(k)
  • NET near Wyatt, Tarrant & Combs, LLP Profit Sharing Plan
  • NET ind #7822

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 401(k) Plan and Trust in the asset neighbourhood

Edmunds.Com, Inc. 401(k) Plan$118MAmerica First Credit Union 401(k) Plan and TrustAmerica First Credit Union 4…$118MWyatt, Tarrant & Combs, LLP Profit Sharing PlanWyatt, Tarrant & Combs, LLP …$118MThe Vanderweil Companies Savings PlanThe Vanderweil Companies Sav…$118MThe Smead Manufacturing Company Employees' Investment Plan and TrustThe Smead Manufacturing Comp…$118M
End-of-year total assets ($M) among America First Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants America First Credit Union 401(k) Plan and Trust, Total assets ($B): 0.118457882 · Participants: 2335America First Credit Union 401(k) Plan and TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
America First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare America First Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

America First Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Wyatt, Tarrant & Combs, LLP Profit Sharing Plan in KY ($118M); by covered participants it is Playcore 401(k) Plan in TN (2,336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,335 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 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).
Which 401(k) plans cover a similar participant headcount to America First Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Playcore 401(k) Plan in TN (2,336 participants, $119M 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.