401(k) · DOL Form 5500 · 2024

Desert Financial Credit Union 401(k) Plan

Data updated 2026-08-11

$132M
Total assets: 1,218
Participants: 92nd
Percentile by assets: $108,145
Avg per participant

Official DOL plan name: Desert Financial Credit Union 401(k) Profit Sharing Plan · Sponsored by Desert Financial Credit Union · Arizona · Finance & Insurance

$132M in assets, 1,218 participants

Desert Financial Credit Union's Desert Financial Credit Union 401(k) Profit Sharing Plan reported $132M in total assets and 1,218 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#7,508 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Desert Financial Credit Union 401(k) Profit Sharing Plan covers 1,218 participants in Arizona, 2.2x the typical Arizona plan (state average ~564 per filing). Assets: $132M.

$132M
total plan assets (2024 EOY): 1,218
covered participants: 92nd
percentile by assets (of 123,622 plans): $108,145
avg assets per participant

Where Desert Financial Credit Union 401(k) Profit Sharing Plan sits by total assets

Desert Financial Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$131,721,003 Top 8% higher than 92% 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 401(k) Profit Sharing Plan end-of-year assets rose from $107M in the plan year 2023 filing to $132M in the plan year 2024 filing.
Desert Financial Credit Union 401(k) Profit Sharing Plan reported net income rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Desert Financial Credit Union 401(k) Profit Sharing Plan reported participants rose from 1,188 in the plan year 2023 filing to 1,218 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Arizona

Industry

Finance & Insurance

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Desert Financial Credit Union 401(k) Profit Sharing Plan reports 1,218 participants - 2.2x that state average ($132M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)	$107M
Net Assets (End of Year)	$132M
Net Income	$25M
Employer EIN	860096740
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Desert Financial Credit Union)

Total plan assets by year, all Desert Financial Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	1,682	$121M
2023	2	1,685	$146M
2024	2	1,666	$132M

Nearby 401(k) Plans in Arizona

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

Desert Financial Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Desert Financial Credit Union 401(k) Pro… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Desert Financial Credit Union 401(k) Profit Sharing Plan by total assets, not by location.

Rise Baking Company 401(k) Plan (MN) $132M · 2,666
Signify Health 401(k) Plan (TX) $132M · 2,157
Performance Contractors, Inc. 401(k) Salary Savings Plan (LA) $132M · 4,646
Allen & Overy 401(k) Profit Sharing Plan (NY) $132M · 382

Frequently Asked Questions

How did Desert Financial Credit Union 401(k) Profit Sharing Plan assets move in 2024? ▼

Desert Financial Credit Union 401(k) Profit Sharing Plan grew sharply - up 23.3% during 2024, from $107M to $132M. Reported net income was $25M.

How have Desert Financial Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Desert Financial Credit Union's sponsor-wide assets grew 9.2%, from $121M to $132M.

Where does Desert Financial Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Desert Financial Credit Union 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Desert Financial Credit Union 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rise Baking Company 401(k) Plan in MN ($132M, 2,666 participants).

Next read for Desert Financial Credit Union 401(k) Pro…

Filing takeaways

Ways to act on Desert Financial Credit Union 401(k) Profit Sharing Plan's numbers.

By total assets, Desert Financial Credit Union 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
Desert Financial Credit Union's sponsor-wide assets have grown 9.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860096740.