Defined Benefit (Pension) · DOL Form 5500 · 2024
Desert Financial Credit Union Pension Plan
Data updated 2026-08-25
- $6K
- Total assets Small plan by assets
- 448
- Participants Below avg headcount
- 1st
- Percentile by assets National rank
- $13
- Avg per participant Low balance/head
Official DOL plan name: Desert Financial Credit Union Retirement Plan · Sponsored by Desert Financial Credit Union · Arizona · Finance & Insurance
$6K in assets, 448 participants
Desert Financial Credit Union's Desert Financial Credit Union Retirement Plan reported $6K in total assets and 448 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #68 in Finance & Insurance (8,549 peers)
2024 asset change
Desert Financial Credit Union Retirement Plan contracted severely 100.0% in 2024 ($40M → $6K) for 448 participants.
- #68
- in Finance & Insurance (8,549 peers)
- -100.0%
- assets change YoY
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Desert Financial Credit Union Retirement Plan among the smaller filed plans by assets
Desert Financial Credit Union Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,803 1st percentile higher than 1% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Desert Financial Credit Union Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Desert Financial Credit Union Retirement Plan sits mid-pack in the medium band (448 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Desert Financial Credit Union Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$40M in the plan year 2024 filing.
- Desert Financial Credit Union Retirement Plan end-of-year assets fell from $40M in the plan year 2023 filing to $6K in the plan year 2024 filing.
- Desert Financial Credit Union Retirement Plan reported participants fell from 497 in the plan year 2023 filing to 448 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860096740 · Desert Financial Credit Union PY 2024 · Defined Benefit (Pension)
Desert Financial Credit Union Retirement Plan · $6K · 448 · 1st
- EOY $6K
- 5500 448
- ASSETS 1st
- PCT Defined Benefit (Pension)
- EIN near The Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan
- RANK ind #68
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 →
Desert Financial Credit Union Retirement Plan in the asset neighbourhood
Desert Financial Credit Union years around the 2024 move
Sponsor-wide plan assets over time
All Desert Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 9.161004867449197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,682 | $121M |
| 2023 | 2 | 1,685 | $146M |
| 2024 | 2 | 1,666 | $132M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $6K |
| Net Income | -$40M |
| Employer EIN | 860096740 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Desert Financial Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is The Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan in PA ($6K); by covered participants it is Iacna Portable Pension Plan in MI (447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6K here).
Similar participant headcount
Nearest other-state filings by covered participants (448 participants); asset peers above are excluded.
- Iacna Portable Pension Plan (MI) 447 · 1 off
- Basf Corporation Consolidated Bargaining Unit Employees' Pension Plan (NJ) 449 · 1 off
- Raley's Group Pension Plan (CA) 450 · 2 off
- Cement Masons - Employers Pension Plan (OR) 445 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.