Defined Benefit (Pension) · DOL Form 5500 · 2024
Sunwest Federal Credit Union Pension Plan
Data updated 2026-08-11
- $15M
- Total assets
- 95
- Participants
- 64th
- Percentile by assets
- $154,706
- Avg per participant
Official DOL plan name: Sunwest Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Sunwest Federal Credit Union · Arizona · Finance & Insurance
$15M in assets, 95 participants
Sunwest Federal Credit Union's Sunwest Federal Credit Union Defined Benefit Plan and Trust reported $15M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 123,622 plans)
- #4,116 in Finance & Insurance (8,549 peers)
Sunwest Federal Credit Union multi-year trail
Sunwest Federal Credit Union's plans moved -22.2% in assets from 2022 to 2024; this filing shows Sunwest Federal Credit Union Defined Benefit Plan and Trust at $15M / 95 participants.
- $15M
- total plan assets (2024 EOY)
- 95
- covered participants
- 64th
- percentile by assets (of 123,622 plans)
- $154,706
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Sunwest Federal Credit Union Defined Benefit Plan and Trust sits by total assets
Sunwest 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
$14,697,062 Top 36% higher than 64% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunwest Federal Credit Union Defined Benefit Plan and Trust reported net income fell from -$1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Sunwest Federal Credit Union Defined Benefit Plan and Trust end-of-year assets fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Sunwest Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 99 in the plan year 2023 filing to 95 in the plan year 2024 filing.
Sunwest Federal Credit Union across 3 plan years on file
Across the 3 plan years Sunwest Federal Credit Union has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $15M, a decline of 22.2%, while reported participants moved from 104 to 95 (-8.7%). Peak year by sponsor assets: 2022 ($19M); trough: 2024 ($15M).
Sunwest Federal Credit Union multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $19M |
| 2023 | 1 | 99 | $18M |
| 2024 | 1 | 95 | $15M |
Sunwest Federal Credit Union filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 860097752 |
| Plan Effective Date | 1964-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sunwest Federal Credit Union Defined Benefit Plan and Trust by total assets, not by location.
- Peter Pan Seafoods, Inc. Employees Retirement Plan (WA) $15M · N/A
- Global Payments Inc. Employees Retirement Plan (GA) $15M · 25
- Pension Plan for Employees of Keystone Thermometrics (PA) $15M · 54
- Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto (PA) $15M · 25
Frequently Asked Questions
How did Sunwest Federal Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
How have Sunwest Federal Credit Union plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Sunwest Federal Credit Union Defined Benefit Plan and Trust? ▼
Next read for Sunwest Federal Credit Union Defined Ben…
Multi-year trail
Ways to act on Sunwest Federal Credit Union Defined Benefit Plan and Trust's numbers.
- By total assets, Sunwest Federal Credit Union Defined Benefit Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
- Sunwest Federal Credit Union's sponsor-wide assets have declined 22.2% since 2022 across 3 plan years on file. More Finance & Insurance plans