Defined Benefit (Pension) · DOL Form 5500 · 2023

Oneaz Credit Union Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
80
Participants Small participant base
42nd
Percentile by assets National rank
$54,515
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oneaz Credit Union Defined Benefit Pension Plan · Sponsored by Oneaz Credit Union · Arizona · Finance & Insurance

$4M in assets, 80 participants

Oneaz Credit Union's Oneaz Credit Union Defined Benefit Pension Plan reported $4M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,598 in Finance & Insurance (8,869 peers)

Oneaz Credit Union multi-year trail

Oneaz Credit Union's plans moved -38.6% in assets from 2022 to 2024; this filing shows Oneaz Credit Union Defined Benefit Pension Plan at $4M / 80 participants.

#2,598
in Finance & Insurance (8,869 peers)
-90.6%
assets change YoY

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oneaz Credit Union Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Oneaz Credit Union Defined Benefit Pension Plan vs every filed plan by assets

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

$4,361,232 42nd percentile higher than 42% 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 Defined Benefit Pension Plan among smaller 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 Defined Benefit Pension Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oneaz Credit Union Defined Benefit Pension Plan reported net income fell from -$14M in the plan year 2022 filing to -$42M in the plan year 2023 filing.
  • Oneaz Credit Union Defined Benefit Pension Plan end-of-year assets fell from $46M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860108770 · Oneaz Credit Union PY 2023 · Defined Benefit (Pension)

Oneaz Credit Union Defined Benefit Pension Plan · $4M · 80 · 42nd

  • BOOK $4M
  • VS-ST 80
  • BOY 42nd
  • SCH Defined Benefit (Pension)
  • EBSA near Retirement Plan for Employees of Rael & Letson
  • PART ind #2598

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 Defined Benefit Pension Plan in the asset neighbourhood

Allegro International Service Inc. Pension PlanAllegro International Servic…$4MOneaz Credit Union Defined Benefit Pension PlanOneaz Credit Union Defined B…$4MRetirement Plan for Employees of Rael & LetsonRetirement Plan for Employee…$4MAar Corp. Retirement Plan$4MP. Richard Emmanuel M.D., Inc. Defined Benefit Pension PlanP. Richard Emmanuel M.D., In…$4M
End-of-year total assets ($M) among Oneaz Credit Union Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oneaz Credit Union multi-year asset trail

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

Oneaz Credit Union filing trail (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$4M
Net Income-$42M
Employer EIN860108770
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Oneaz Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Oneaz Credit Union Defined Benefit Pension Plan, Total assets ($B): 0.004361232 · Participants: 80Oneaz Credit Union Defined Benefit Pension PlanPinnacle 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
Oneaz Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Oneaz Credit Union Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Rael & Letson in CA ($4M); by covered participants it is Bangor Hydro Electric Company Pension Plan in ME (80 participants). Same-state nearby plans are listed separately above.

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 Defined Benefit Pension Plan assets move in 2023? ▼
Oneaz Credit Union Defined Benefit Pension Plan contracted severely - down 90.6% during 2023, from $46M to $4M. Reported net income was -$42M.
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.
Which Defined Benefit (Pension) plans are similar in size to Oneaz Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Rael & Letson in CA ($4M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oneaz Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bangor Hydro Electric Company Pension Plan in ME (80 participants, $124M 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.