Defined Benefit (Pension) · DOL Form 5500 · 2024

First Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
117
Participants Small participant base
61st
Percentile by assets National rank
$109,850
Avg per participant Below avg balance/head
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Official DOL plan name: First Credit Union Cash Balance Defined Benefit Retirement Pension Plan · Sponsored by First Credit Union · Arizona · Finance & Insurance

$13M in assets, 117 participants

First Credit Union's First Credit Union Cash Balance Defined Benefit Retirement Pension Plan reported $13M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,854 in Finance & Insurance (8,549 peers)

Coverage in Arizona

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan covers 117 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $13M.

#3,854
in Finance & Insurance (8,549 peers)
+7.5%
assets growth YoY

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

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs every filed plan by assets

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

$12,852,416 Top 39% higher than 61% 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

First Credit Union Cash Balance Defined Benefit Retirement Pension 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. First Credit Union Cash Balance Defined Benefit Retirement Pension Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Credit Union Cash Balance Defined Benefit Retirement Pension Plan reported net income fell from $1M in the plan year 2023 filing to $895K in the plan year 2024 filing.
  • First Credit Union Cash Balance Defined Benefit Retirement Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • First Credit Union Cash Balance Defined Benefit Retirement Pension Plan reported participants rose from 109 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860100904 · First Credit Union PY 2024 · Defined Benefit (Pension)

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan · $13M · 117 · 61st

  • PCT $13M
  • PCT 117
  • PCT 61st
  • PCT Defined Benefit (Pension)
  • PCT near Minova USA, Inc. Pension Plan for Salaried Employees
  • PCT ind #3854

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 →

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in the asset neighbourhood

Lacrosse Footwear, Inc. Pension PlanLacrosse Footwear, Inc. Pens…$13MFurukawa Rock Drill USA Defined Benefit PlanFurukawa Rock Drill USA Defi…$13MFirst Credit Union Cash Balance Defined Benefit Retirement Pension PlanFirst Credit Union Cash Bala…$13MMinova USA, Inc. Pension Plan for Salaried EmployeesMinova USA, Inc. Pension Pla…$13MShreveport Transit Company, Inc. Employees Retirement and Disability PlanShreveport Transit Company, …$13M
End-of-year total assets ($M) among First Credit Union Cash Balance Defined Benefit Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$895K
Employer EIN860100904
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Credit Union)

Sponsor-wide plan assets over time

All First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.646175741989733% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $12.9M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 102 $11M
2023 1 109 $12M
2024 1 117 $13M

Nearby Defined Benefit (Pension) Plans in Arizona

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

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants First Credit Union Cash Balance Defined Benefit Retirement Pension Plan, Total assets ($B): 0.012852416 · Participants: 117First Credit Union Cash Balance Defined Benefit Retirement Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
First Credit Union Cash Balance Defined Benefit Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare First Credit Union Cash Balance Defined Benefit Retirement Pension Plan side-by-side with 3 peers →

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Minova USA, Inc. Pension Plan for Salaried Employees in KY ($13M); by covered participants it is Zimmer Puerto Rico Retirement Income Plan in IN (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 First Credit Union Cash Balance Defined Benefit Retirement Pension Plan assets move in 2024? ▼
First Credit Union Cash Balance Defined Benefit Retirement Pension Plan grew at a solid clip - up 7.5% during 2024, from $12M to $13M. Reported net income was $895K.
How have First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Credit Union's sponsor-wide assets grew 21.6%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to First Credit Union Cash Balance Defined Benefit Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minova USA, Inc. Pension Plan for Salaried Employees in KY ($13M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First Credit Union Cash Balance Defined Benefit Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Zimmer Puerto Rico Retirement Income Plan in IN (117 participants, $22M 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 860100904.

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.