Defined Benefit (Pension) · DOL Form 5500 · 2024
Sunwest Federal Credit Union Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $154,706
- Avg per participant Above avg balance/head
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.
- #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.
- #4,116
- in Finance & Insurance (8,549 peers)
- -17.2%
- assets change YoY
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.
Sunwest Federal Credit Union Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
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
Sunwest Federal Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunwest Federal Credit Union Defined Benefit Plan and Trust is a small filing (95 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 860097752 · Sunwest Federal Credit Union PY 2024 · Defined Benefit (Pension)
Sunwest Federal Credit Union Defined Benefit Plan and Trust · $15M · 95 · 64th
- BOY $15M
- SCH 95
- EBSA 64th
- PART Defined Benefit (Pension)
- TYPE near Peter Pan Seafoods, Inc. Employees Retirement Plan
- NET ind #4116
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 →
Sunwest Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood
Sunwest Federal Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Sunwest Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 22.17825208760181% vs 2022
- 2024 filing year
| 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
Sunwest 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 Peter Pan Seafoods, Inc. Employees Retirement Plan in WA ($15M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (95 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.