Defined Benefit (Pension) · DOL Form 5500 · 2023

Tucson Federal Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
101
Participants Small participant base
77th
Percentile by assets National rank
$260,819
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tucson Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Tucson Federal Credit Union · Arizona · Finance & Insurance

$26M in assets, 101 participants

Tucson Federal Credit Union's Tucson Federal Credit Union Defined Benefit Plan and Trust reported $26M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,799 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Tucson Federal Credit Union Defined Benefit Plan and Trust covers 101 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $26M.

#5,799
in Finance & Insurance (8,869 peers)
+18.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tucson Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Tucson Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$26,342,719 Top 23% higher than 77% 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

Tucson Federal Credit Union Defined Benefit Plan and Trust 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. Tucson Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tucson Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tucson Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Tucson Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 109 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860098798 · Tucson Federal Credit Union PY 2023 · Defined Benefit (Pension)

Tucson Federal Credit Union Defined Benefit Plan and Trust · $26M · 101 · 77th

  • IND $26M
  • IND 101
  • IND 77th
  • IND Defined Benefit (Pension)
  • IND near Cutco Corporation Salaried Employees Pension Plan
  • IND ind #5799

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 →

Tucson Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Retirement Plan for Employees of International Brotherhood of Electrical Workers Local 134Retirement Plan for Employee…$26MAustin Telco Fcu Retirement PlanAustin Telco Fcu Retirement …$26MBricklayers and Masons Local No. 22 Pension PlanBricklayers and Masons Local…$26MCutco Corporation Salaried Employees Pension PlanCutco Corporation Salaried E…$26MTucson Federal Credit Union Defined Benefit Plan and TrustTucson Federal Credit Union …$26M
End-of-year total assets ($M) among Tucson Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN860098798
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tucson Federal Credit Union)

Sponsor-wide plan assets over time

All Tucson Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 29.11552084633373% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $35.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 236 $27M
2023 2 225 $33M
2024 2 247 $35M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Tucson Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Tucson Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.026342719 · Participants: 101Tucson Federal Credit Union Defined Benefit Plan and TrustPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Tucson Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Tucson Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Tucson Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Cutco Corporation Salaried Employees Pension Plan in NY ($26M); by covered participants it is Ingram Retirement Plan in TN (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Tucson Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Tucson Federal Credit Union Defined Benefit Plan and Trust grew sharply - up 18.3% during 2023, from $22M to $26M. Reported net income was $4M.
How have Tucson Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Federal Credit Union's sponsor-wide assets grew 29.1%, from $27M to $35M.
Where does Tucson Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Tucson Federal Credit Union Defined Benefit Plan and Trust ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to Tucson Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cutco Corporation Salaried Employees Pension Plan in NY ($26M, 202 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tucson Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ingram Retirement Plan in TN (101 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 860098798.

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.