Defined Benefit (Pension) · DOL Form 5500 · 2024

Pima Federal Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
116
Participants Small participant base
75th
Percentile by assets National rank
$222,596
Avg per participant Above avg balance/head
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Official DOL plan name: Pima Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Pima Federal Credit Union · Arizona · Finance & Insurance

$26M in assets, 116 participants

Pima Federal Credit Union's Pima Federal Credit Union Defined Benefit Plan and Trust reported $26M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,250 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Pima Federal Credit Union Defined Benefit Plan and Trust covers 116 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $26M.

#5,250
in Finance & Insurance (8,549 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pima Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Pima Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$25,821,147 Top 25% higher than 75% 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

Pima Federal Credit Union Defined Benefit Plan and Trust 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. Pima Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pima Federal Credit Union Defined Benefit Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pima Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860124950 · Pima Federal Credit Union PY 2024 · Defined Benefit (Pension)

Pima Federal Credit Union Defined Benefit Plan and Trust · $26M · 116 · 75th

  • BOY $26M
  • SCH 116
  • EBSA 75th
  • PART Defined Benefit (Pension)
  • TYPE near Local 840 I. B. of T. Pension Fund
  • NET ind #5250

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 →

Pima Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Air Force Association Retirement Income PlanAir Force Association Retire…$26MBallard Spahr LLP Cash Balance Pension PlanBallard Spahr LLP Cash Balan…$26MGroup Pension Plan for Ees of Springer Science Business MediaGroup Pension Plan for Ees o…$26MLocal 840 I. B. of T. Pension FundLocal 840 I. B. of T. Pensio…$26MPima Federal Credit Union Defined Benefit Plan and TrustPima Federal Credit Union De…$26M
End-of-year total assets ($M) among Pima Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN860124950
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pima Federal Credit Union)

Sponsor-wide plan assets over time

All Pima Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 22.609295561029498% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $33M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 230 $27M
2023 2 237 $31M
2024 2 243 $33M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Pima Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Pima Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.025821147 · Participants: 116Pima Federal Credit Union Defined Benefit Plan and TrustPinnacle 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
Pima Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Pima Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Pima Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Local 840 I. B. of T. Pension Fund in NY ($26M); by covered participants it is Warburg Pincus LLC Cash Balance Retirement Plan in NY (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Pima Federal Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
Pima Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 6.0% during 2024, from $24M to $26M. Reported net income was $1M.
How have Pima Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pima Federal Credit Union's sponsor-wide assets grew 22.6%, from $27M to $33M.
Where does Pima Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Pima Federal Credit Union Defined Benefit Plan and Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pima Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 840 I. B. of T. Pension Fund in NY ($26M, 161 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pima Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Warburg Pincus LLC Cash Balance Retirement Plan in NY (116 participants, $48M 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 860124950.

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.