401(k) · DOL Form 5500 · 2023

Fort Mcdowell Yavapai Nation 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,164
Participants Near avg headcount
87th
Percentile by assets National rank
$52,748
Avg per participant Low balance/head
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Official DOL plan name: Fort Mcdowell Yavapai Nation Retirement Plan · Sponsored by Fort Mcdowell Yavapai Nation · Arizona · Arts, Entertainment & Recreation

$61M in assets, 1,164 participants

Fort Mcdowell Yavapai Nation's Fort Mcdowell Yavapai Nation Retirement Plan reported $61M in total assets and 1,164 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,744 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Arizona

Fort Mcdowell Yavapai Nation Retirement Plan covers 1,164 participants in Arizona, 2.1x the typical Arizona plan (state average ~564 per filing). Assets: $61M.

#2,744
in Arts, Entertainment & Recreation (2,945 peers)
+15.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fort Mcdowell Yavapai Nation Retirement Plan's outsized position by total assets

Fort Mcdowell Yavapai Nation Retirement Plan vs every filed plan by assets

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

$61,399,115 Top 13% higher than 87% 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

Fort Mcdowell Yavapai Nation Retirement Plan'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. Fort Mcdowell Yavapai Nation Retirement Plan lands in the large band (1,164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fort Mcdowell Yavapai Nation Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fort Mcdowell Yavapai Nation Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860208930 · Fort Mcdowell Yavapai Nation PY 2023 · 401(k)

Fort Mcdowell Yavapai Nation Retirement Plan · $61M · 1,164 · 87th

  • EOY $61M
  • 5500 1,164
  • ASSETS 87th
  • PCT 401(k)
  • EIN near Solix, Inc. Savings and Retirement Plan
  • RANK ind #2744

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 Arts, Entertainment & Recreation retirement plans → · Plans in Arizona →

Fort Mcdowell Yavapai Nation Retirement Plan in the asset neighbourhood

Powersecure, Inc. 401(k) Retirment PlanPowersecure, Inc. 401(k) Ret…$61MFort Mcdowell Yavapai Nation Retirement PlanFort Mcdowell Yavapai Nation…$61MSolix, Inc. Savings and Retirement PlanSolix, Inc. Savings and Reti…$61MEaglebank 401(k) Plan$61MRetirement Savings Plan of Hoosier Energy Rec, Inc.Retirement Savings Plan of H…$61M
End-of-year total assets ($M) among Fort Mcdowell Yavapai Nation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$61M
Net Income$8M
Employer EIN860208930
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fort Mcdowell Yavapai Nation)

Sponsor-wide plan assets over time

All Fort Mcdowell Yavapai Nation plans reported in each filing year

Latest sponsor-wide plan assets
$66M 24.16142390886033% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.3M $66.1M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 1,164 $53M
2023 1 1,164 $61M
2024 1 1,244 $66M

Nearby 401(k) Plans in Arizona

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

Fort Mcdowell Yavapai Nation Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Fort Mcdowell Yavapai Nation Retirement Plan, Total assets ($B): 0.061399115 · Participants: 1164Fort Mcdowell Yavapai Nation Retirement 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
Fort Mcdowell Yavapai Nation Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Fort Mcdowell Yavapai Nation Retirement Plan side-by-side with 3 peers →

Fort Mcdowell Yavapai Nation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Solix, Inc. Savings and Retirement Plan in NJ ($61M); by covered participants it is Urus Group LP 401(k) Retirement Plan in WI (1,164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,164 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 Fort Mcdowell Yavapai Nation Retirement Plan assets move in 2023? ▼
Fort Mcdowell Yavapai Nation Retirement Plan grew sharply - up 15.3% during 2023, from $53M to $61M. Reported net income was $8M.
How have Fort Mcdowell Yavapai Nation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Mcdowell Yavapai Nation's sponsor-wide assets grew 24.2%, from $53M to $66M.
Where does Fort Mcdowell Yavapai Nation Retirement Plan rank by assets among Form 5500 filers? ▼
Fort Mcdowell Yavapai Nation Retirement Plan ranks in the 87th 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 Fort Mcdowell Yavapai Nation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solix, Inc. Savings and Retirement Plan in NJ ($61M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Fort Mcdowell Yavapai Nation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urus Group LP 401(k) Retirement Plan in WI (1,164 participants, $144M 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 860208930.

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.