Defined Benefit (Pension) · DOL Form 5500 · 2024

America First Credit Union Pension Plan

Data updated 2026-08-11

$600M
Total assets
2,645
Participants
98th
Percentile by assets
$226,718
Avg per participant
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Official DOL plan name: America First Credit Union Pension Plan · Sponsored by America First Credit Union · Utah · Finance & Insurance

$600M in assets, 2,645 participants

America First Credit Union's America First Credit Union Pension Plan reported $600M in total assets and 2,645 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 123,622 plans)
  • #8,181 in Finance & Insurance (8,549 peers)

Coverage in Utah

America First Credit Union Pension Plan covers 2,645 participants in Utah, 4.5x the typical Utah plan (state average ~592 per filing). Assets: $600M.

$600M
total plan assets (2024 EOY)
2,645
covered participants
98th
percentile by assets (of 123,622 plans)
$226,718
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • America First Credit Union Pension Plan reported net income fell from $61M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • America First Credit Union Pension Plan end-of-year assets rose from $547M in the plan year 2023 filing to $600M in the plan year 2024 filing.
  • America First Credit Union Pension Plan reported participants rose from 2,464 in the plan year 2023 filing to 2,645 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. America First Credit Union Pension Plan reports 2,645 participants - 4.5x that state average ($600M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$547M
Net Assets (End of Year)$600M
Net Income$52M
Employer EIN870216202
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (America First Credit Union)

$550M$600M$650M$700M$750M$800M 202220232024 $578M $743M ▲ +28.5%
Total plan assets by year, all America First Credit Union plans on file
Year Plans Participants Total Assets
2022 2 4,749 $578M
2023 2 4,799 $666M
2024 2 5,699 $743M

Nearby Defined Benefit (Pension) Plans in Utah

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

America First Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants

America First Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants America First Credit…Deseret Mutual Maste…Intermountain Health…Rio Tinto America In…Retail Food Employer…Retirement Plan for …
America First Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to America First Credit Union Pension Plan by total assets, not by location.

Frequently Asked Questions

How did America First Credit Union Pension Plan assets move in 2024?
America First Credit Union Pension Plan grew at a solid clip - up 9.6% during 2024, from $547M to $600M. Reported net income was $52M.
How have America First Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), America First Credit Union's sponsor-wide assets grew 28.5%, from $578M to $743M.
Where does America First Credit Union Pension Plan rank by assets among Form 5500 filers?
America First Credit Union Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to America First Credit Union Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joint Pension Fund Local Union IBEW in NJ ($599M, 2,072 participants).

Next read for America First Credit Union Pension Plan

Filing takeaways

Ways to act on America First Credit Union Pension Plan's numbers.