Defined Benefit (Pension) · DOL Form 5500 · 2024

Tucson Federal Credit Union Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
96
Participants Small participant base
76th
Percentile by assets National rank
$290,083
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tucson Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Tucson Federal Credit Union · Arizona · Finance & Insurance

$28M in assets, 96 participants

Tucson Federal Credit Union's Tucson Federal Credit Union Defined Benefit Plan and Trust reported $28M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,390 in Finance & Insurance (8,549 peers)

Where Tucson Federal Credit Union Defined Benefit Plan and Trust sits by assets

Tucson Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 96 participants (~$290,083/participant), up 5.7% in 2024.

#5,390
in Finance & Insurance (8,549 peers)
+5.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Tucson 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

$27,847,932 Top 24% higher than 76% 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 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. Tucson Federal Credit Union Defined Benefit Plan and Trust is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tucson Federal Credit Union Defined Benefit Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tucson Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Tucson Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 101 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860098798 · Tucson Federal Credit Union PY 2024 · Defined Benefit (Pension)

Tucson Federal Credit Union Defined Benefit Plan and Trust · $28M · 96 · 76th

  • RANK $28M
  • RANK 96
  • RANK 76th
  • RANK Defined Benefit (Pension)
  • RANK near Retirement Plan of the Plumbers & Steamfitters Local No 489
  • RANK ind #5390

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 Defined Benefit Plan and Trust in the asset neighbourhood

Retirement Plan of the Plumbers & Steamfitters Local No 489Retirement Plan of the Plumb…$28MTucson Federal Credit Union Defined Benefit Plan and TrustTucson Federal Credit Union …$28MGlasgow, Inc. Pension Plan$28MRetirement Plan for Employees of Bacardi Bottling CorporationRetirement Plan for Employee…$28MMedical Group of Beverly Hills Defined Benefit Pension PlanMedical Group of Beverly Hil…$28M
End-of-year total assets ($M) among Tucson Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN860098798
Plan Effective Date1969-07-01
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 Defined Benefit (Pension) Plans in Arizona

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

Tucson 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 ($B) Participants Tucson Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.027847932 · Participants: 96Tucson 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
Tucson Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Tucson Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Tucson 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 Retirement Plan of the Plumbers & Steamfitters Local No 489 in MD ($28M); by covered participants it is Asmoc Pension Plan in AL (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Defined Benefit Plan and Trust assets move in 2024? ▼
Tucson Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 5.7% during 2024, from $26M to $28M. Reported net income was $2M.
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.
Where does Tucson Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Tucson Federal Credit Union Defined Benefit Plan and Trust ranks in the 76th 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 Tucson Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of the Plumbers & Steamfitters Local No 489 in MD ($28M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tucson Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Asmoc Pension Plan in AL (96 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.