Profit Sharing · DOL Form 5500 · 2024

First United Service Corporation Profit Sharing Plan

Data updated 2026-08-06

$3M
Total assets: N/A
Participants: 35th
Percentile by assets

Official DOL plan name: First United Service Corporation Pension Plan & Trust · Sponsored by First United Service Corporation · Arizona · Finance & Insurance

$3M in assets, N/A participants

First United Service Corporation's First United Service Corporation Pension Plan & Trust reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

35th percentile by assets (of 116,472 plans)

First United Service Corporation multi-year trail

First United Service Corporation's plans moved +18.8% in assets from 2022 to 2024; this filing shows First United Service Corporation Pension Plan & Trust at $3M / N/A participants.

$3M
total plan assets (2024 EOY): N/A
covered participants: 35th
percentile by assets (of 116,472 plans): +13.5%
assets growth YoY

First United Service Corporation Pension Plan & Trust reported net income rose from $125K in the plan year 2023 filing to $377K in the plan year 2024 filing.
First United Service Corporation Pension Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Arizona

Industry

Finance & Insurance

First United Service Corporation across 3 plan years on file

Across the 3 plan years First United Service Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 18.8%. Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).

First United Service Corporation multi-year asset trail

Total plan assets by year, all First United Service Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	N/A	$3M
2023	1	N/A	$3M
2024	1	N/A	$3M

First United Service Corporation filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$377K
Employer EIN	860297968
Plan Effective Date	2005-06-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

First United Service Corporation Pension Plan & Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Preferred Employer Plan II $76M · 415
Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
Center for Biological Diversity 403(b) DC Plan $34M · 187

Compare First United Service Corporation Pension… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to First United Service Corporation Pension Plan & Trust by total assets, not by location.

Allied Construction, Inc. Profit Sharing Plan (HI) $3M · 6
Cain Trucking Inc Profit Sharing Plan (CA) $3M · 59
Lewis M. Dubroff, Md, PC Profit Sharing Plan (NY) $3M · 6
Sustained Care Services, Inc. Retirement Plan (SC) $3M · 23

Frequently Asked Questions

How did First United Service Corporation Pension Plan & Trust assets move in 2024? ▼

First United Service Corporation Pension Plan & Trust grew at a solid clip - up 13.5% during 2024, from $3M to $3M. Reported net income was $377K.

How have First United Service Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), First United Service Corporation's sponsor-wide assets grew 18.8%, from $3M to $3M.

Which Profit Sharing plans are similar in size to First United Service Corporation Pension Plan & Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Allied Construction, Inc. Profit Sharing Plan in HI ($3M, 6 participants).

Next read for First United Service Corporation Pension…

Multi-year trail

Ways to act on First United Service Corporation Pension Plan & Trust's numbers.

By total assets, First United Service Corporation Pension Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Arizona. Compare plans
First United Service Corporation's sponsor-wide assets have grown 18.8% 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 860297968.

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.