401(k) · DOL Form 5500 · 2024

Avenir Financial Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
102
Participants Small participant base
44th
Percentile by assets National rank
$55,214
Avg per participant Low balance/head
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Official DOL plan name: Avenir Financial Federal Credit Union 401(k) Plan and Trust · Sponsored by Avenir Financial Federal Credit Union · Arizona · Finance & Insurance

$6M in assets, 102 participants

Avenir Financial Federal Credit Union's Avenir Financial Federal Credit Union 401(k) Plan and Trust reported $6M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,562 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Avenir Financial Federal Credit Union 401(k) Plan and Trust covers 102 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $6M.

#2,562
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY

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

Avenir Financial Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$5,631,806 44th percentile higher than 44% 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

Avenir Financial Federal Credit Union 401(k) Plan and Trust 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. Avenir Financial Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avenir Financial Federal Credit Union 401(k) Plan and Trust reported net income fell from $880K in the plan year 2023 filing to $708K in the plan year 2024 filing.
  • Avenir Financial Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Avenir Financial Federal Credit Union 401(k) Plan and Trust reported participants rose from 97 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860146700 · Avenir Financial Federal Credit Union PY 2024 · 401(k)

Avenir Financial Federal Credit Union 401(k) Plan and Trust · $6M · 102 · 44th

  • EIN $6M
  • RANK 102
  • PHOTO 44th
  • IND 401(k)
  • EOY near Torrid 401(k) Plan
  • 5500 ind #2562

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 →

Avenir Financial Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Avenir Financial Federal Credit Union 401(k) Plan and TrustAvenir Financial Federal Cre…$6MTorrid 401(k) Plan$6MRandall Brothers Holdings, Inc. Profit Sharing Plan & TrustRandall Brothers Holdings, I…$6MSpecright 401(k) Plan$6MMn Head & Neck Pain Clinic 401(k) Savings PlanMn Head & Neck Pain Clinic 4…$6M
End-of-year total assets ($M) among Avenir Financial Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$708K
Employer EIN860146700
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avenir Financial Federal Credit Union)

Sponsor-wide plan assets over time

All Avenir Financial Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.26879878254302% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.04M $5.63M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 90 $4M
2023 1 97 $5M
2024 1 102 $6M

Nearby 401(k) Plans in Arizona

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

Avenir Financial Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Avenir Financial Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.005631806 · Participants: 102Avenir Financial Federal Credit Union 401(k) Plan and TrustBechtel 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
Avenir Financial Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Avenir Financial Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Torrid 401(k) Plan in CA ($6M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Avenir Financial Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Avenir Financial Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 14.4% during 2024, from $5M to $6M. Reported net income was $708K.
How have Avenir Financial Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avenir Financial Federal Credit Union's sponsor-wide assets grew 39.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Avenir Financial Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Torrid 401(k) Plan in CA ($6M, 2,885 participants).
Which 401(k) plans cover a similar participant headcount to Avenir Financial Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 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 860146700.

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.