401(k) · DOL Form 5500 · 2024

Desert Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
1,218
Participants Near avg headcount
92nd
Percentile by assets National rank
$108,145
Avg per participant Below avg balance/head
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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.

  • #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.

#7,508
in Finance & Insurance (8,549 peers)
+23.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Desert Financial Credit Union 401(k) Profit Sharing Plan's outsized position 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

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 2024

Desert Financial Credit Union 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Desert Financial Credit Union 401(k) Profit Sharing Plan lands in the large band (1,218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

DOL schedule card

Filing strip 860096740 · Desert Financial Credit Union PY 2024 · 401(k)

Desert Financial Credit Union 401(k) Profit Sharing Plan · $132M · 1,218 · 92nd

  • EBSA $132M
  • EBSA 1,218
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Rise Baking Company 401(k) Plan
  • EBSA ind #7508

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 401(k) Profit Sharing Plan in the asset neighbourhood

Signify Health 401(k) Plan$132MRise Baking Company 401(k) PlanRise Baking Company 401(k) P…$132MDesert Financial Credit Union 401(k) Profit Sharing PlanDesert Financial Credit Unio…$132MPerformance Contractors, Inc. 401(k) Salary Savings PlanPerformance Contractors, Inc…$132MAllen & Overy 401(k) Profit Sharing PlanAllen & Overy 401(k) Profit …$132M
End-of-year total assets ($M) among Desert Financial Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$132M
Net Income$25M
Employer EIN860096740
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Desert Financial Credit Union)

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
$110M$120M$130M$140M$150M 202220232024 $121M $132M ▲ +9.2%
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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Desert Financial Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.131721003 · Participants: 1218Desert Financial Credit Union 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Desert Financial Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Desert Financial Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Desert Financial Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Rise Baking Company 401(k) Plan in MN ($132M); by covered participants it is Arentfox Schiff 401(k) Plan in DC (1,218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($132M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,218 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Desert Financial Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arentfox Schiff 401(k) Plan in DC (1,218 participants, $279M in assets).

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.

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.