401(k) · DOL Form 5500 · 2024

Tucson Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
151
Participants Small participant base
50th
Percentile by assets National rank
$50,508
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tucson Federal Credit Union 401(k) Plan · Sponsored by Tucson Federal Credit Union · Arizona · Finance & Insurance

$8M in assets, 151 participants

Tucson Federal Credit Union's Tucson Federal Credit Union 401(k) Plan reported $8M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,955 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Tucson Federal Credit Union 401(k) Plan covers 151 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#2,955
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY

Tucson Federal Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Tucson Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$7,626,711 Top 50% higher than 50% 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

Tucson Federal Credit Union 401(k) 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. Tucson Federal Credit Union 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tucson Federal Credit Union 401(k) Plan reported participants rose from 124 in the plan year 2023 filing to 151 in the plan year 2024 filing.
  • Tucson Federal Credit Union 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Tucson Federal Credit Union 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860098798 · Tucson Federal Credit Union PY 2024 · 401(k)

Tucson Federal Credit Union 401(k) Plan · $8M · 151 · 50th

  • PHOTO $8M
  • IND 151
  • EOY 50th
  • 5500 401(k)
  • ASSETS near Brown Automotive Group 401(k) Plan
  • PCT ind #2955

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 →

Tucson Federal Credit Union 401(k) Plan in the asset neighbourhood

Tucson Federal Credit Union 401(k) PlanTucson Federal Credit Union …$8MBrown Automotive Group 401(k) PlanBrown Automotive Group 401(k…$8MPro Is, Inc. 401(k) Plan$8MBlazerwilkinsongee, LLC 401(k) Profit Sharing Plan and TrustBlazerwilkinsongee, LLC 401(…$8MArbor Circle Retirement Plan$8M
End-of-year total assets ($M) among Tucson Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN860098798
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tucson Federal Credit Union)

Sponsor-wide plan assets over time

All Tucson Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 29.11552084633373% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $35.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 236 $27M
2023 2 225 $33M
2024 2 247 $35M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tucson Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Tucson Federal Credit Union 401(k) Plan, Total assets ($B): 0.007626711 · Participants: 151Tucson Federal Credit Union 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Tucson Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Tucson Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Tucson Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Brown Automotive Group 401(k) Plan in TX ($8M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Tucson Federal Credit Union 401(k) Plan assets move in 2024? ▼
Tucson Federal Credit Union 401(k) Plan grew sharply - up 16.4% during 2024, from $7M to $8M. Reported net income was $1M.
How have Tucson Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Federal Credit Union's sponsor-wide assets grew 29.1%, from $27M to $35M.
Which 401(k) plans are similar in size to Tucson Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown Automotive Group 401(k) Plan in TX ($8M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Tucson Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A 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 860098798.

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.