401(k) · DOL Form 5500 · 2024

Oneaz Credit Union 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
523
Participants Below avg headcount
85th
Percentile by assets National rank
$99,457
Avg per participant Below avg balance/head
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Official DOL plan name: Oneaz Credit Union 401(k) Plan · Sponsored by Oneaz Credit Union · Arizona · Finance & Insurance

$52M in assets, 523 participants

Oneaz Credit Union's Oneaz Credit Union 401(k) Plan reported $52M in total assets and 523 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,513 in Finance & Insurance (8,549 peers)

Where Oneaz Credit Union 401(k) Plan sits by assets

Oneaz Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 523 participants (~$99,457/participant), up 7.1% in 2024.

#6,513
in Finance & Insurance (8,549 peers)
+7.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oneaz Credit Union 401(k) Plan's outsized position by total assets

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

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

$52,016,001 Top 15% higher than 85% 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

Oneaz 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. Oneaz Credit Union 401(k) Plan sits mid-pack in the medium band (523 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oneaz Credit Union 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oneaz Credit Union 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860108770 · Oneaz Credit Union PY 2024 · 401(k)

Oneaz Credit Union 401(k) Plan · $52M · 523 · 85th

  • ASSETS $52M
  • ASSETS 523
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Industrial Dielectrics, Inc. 401(k) Profit Sharing and Savings Plan
  • ASSETS ind #6513

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 →

Oneaz Credit Union 401(k) Plan in the asset neighbourhood

Oneaz Credit Union 401(k) PlanOneaz Credit Union 401(k) Pl…$52MIndustrial Dielectrics, Inc. 401(k) Profit Sharing and Savings PlanIndustrial Dielectrics, Inc.…$52MAmway Hotel Corporation 401(k) Retirement and Savings PlanAmway Hotel Corporation 401(…$52MAeg Merit Holding Company 401(k) PlanAeg Merit Holding Company 40…$52MConference of State Bank Supervisors Safe Harbor 401(k) PlanConference of State Bank Sup…$52M
End-of-year total assets ($M) among Oneaz Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$52M
Net Income$3M
Employer EIN860108770
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oneaz Credit Union)

Sponsor-wide plan assets over time

All Oneaz Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 38.632247604152425% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $84.8M $52M ▼ -38.6%
Year Plans Participants Total Assets
2022 2 558 $85M
2023 2 599 $53M
2024 1 523 $52M

Nearby 401(k) Plans in Arizona

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

Oneaz 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 ($B) Participants Oneaz Credit Union 401(k) Plan, Total assets ($B): 0.052016001 · Participants: 523Oneaz 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
Oneaz Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Oneaz Credit Union 401(k) Plan side-by-side with 3 peers →

Oneaz 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 Industrial Dielectrics, Inc. 401(k) Profit Sharing and Savings Plan in IN ($52M); by covered participants it is Optimizely 401(k) Profit Sharing Plan & Trust in NH (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Oneaz Credit Union 401(k) Plan assets move in 2024? ▼
Oneaz Credit Union 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $49M to $52M. Reported net income was $3M.
How have Oneaz Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oneaz Credit Union's sponsor-wide assets declined 38.6%, from $85M to $52M.
Where does Oneaz Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Oneaz Credit Union 401(k) Plan ranks in the 85th 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 401(k) plans are similar in size to Oneaz Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Industrial Dielectrics, Inc. 401(k) Profit Sharing and Savings Plan in IN ($52M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Oneaz Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Optimizely 401(k) Profit Sharing Plan & Trust in NH (523 participants, $75M 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 860108770.

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.