401(k) · DOL Form 5500 · 2023

Oneaz Credit Union 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
519
Participants Below avg headcount
85th
Percentile by assets National rank
$93,590
Avg per participant Below avg balance/head
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Official DOL plan name: Oneaz Credit Union 401(k) Plan · Sponsored by Oneaz Credit Union · Arizona · Finance & Insurance

$49M in assets, 519 participants

Oneaz Credit Union's Oneaz Credit Union 401(k) Plan reported $49M in total assets and 519 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,857 in Finance & Insurance (8,869 peers)

Where Oneaz Credit Union 401(k) Plan sits by assets

Oneaz Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 519 participants (~$93,590/participant), up 26.5% in 2023.

#6,857
in Finance & Insurance (8,869 peers)
+26.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oneaz Credit Union 401(k) Plan's outsized position by total assets

Oneaz Credit Union 401(k) Plan vs every filed plan by assets

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

$48,572,979 Top 15% higher than 85% 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

Oneaz Credit Union 401(k) 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. Oneaz Credit Union 401(k) Plan sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oneaz Credit Union 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Oneaz Credit Union 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Oneaz Credit Union 401(k) Plan reported participants rose from 478 in the plan year 2022 filing to 519 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860108770 · Oneaz Credit Union PY 2023 · 401(k)

Oneaz Credit Union 401(k) Plan · $49M · 519 · 85th

  • PART $49M
  • PART 519
  • PART 85th
  • PART 401(k)
  • PART near Ags LLC 401(k) Plan
  • PART ind #6857

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 →

Oneaz Credit Union 401(k) Plan in the asset neighbourhood

Sun-Maid Growers of California Employee Retirement Savings PlanSun-Maid Growers of Californ…$49MFinfrock Holdings, Inc. 401(k) Profit Sharing PlanFinfrock Holdings, Inc. 401(…$49MOneaz Credit Union 401(k) PlanOneaz Credit Union 401(k) Pl…$49MAgs LLC 401(k) Plan$49MH.G. Fenton Company 401(k) PlanH.G. Fenton Company 401(k) P…$49M
End-of-year total assets ($M) among Oneaz Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$49M
Net Income$10M
Employer EIN860108770
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oneaz Credit Union)

Sponsor-wide plan assets over time

All Oneaz Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 38.632247604152425% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $84.8M $52M ▼ -38.6%
Year Plans Participants Total Assets
2022 2 558 $85M
2023 2 599 $53M
2024 1 523 $52M

Nearby 401(k) Plans in Arizona

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

Oneaz Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Oneaz Credit Union 401(k) Plan, Total assets ($B): 0.048572979 · Participants: 519Oneaz Credit Union 401(k) 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
Oneaz Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Oneaz Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Ags LLC 401(k) Plan in NV ($49M); by covered participants it is On 24, Inc 401(k) Plan in CA (519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (519 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 Oneaz Credit Union 401(k) Plan assets move in 2023? ▼
Oneaz Credit Union 401(k) Plan grew sharply - up 26.5% during 2023, from $38M to $49M. Reported net income was $10M.
How have Oneaz Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oneaz Credit Union's sponsor-wide assets declined 38.6%, from $85M to $52M.
Where does Oneaz Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Oneaz Credit Union 401(k) Plan ranks in the 85th 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 Oneaz Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ags LLC 401(k) Plan in NV ($49M, 659 participants).
Which 401(k) plans cover a similar participant headcount to Oneaz Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is On 24, Inc 401(k) Plan in CA (519 participants, $51M 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 860108770.

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.