401(k) · DOL Form 5500 · 2024
America First Credit Union Dba America First Credit Union 401(k) Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 3,054
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $46,817
- Avg per participant Low balance/head
Official DOL plan name: America First Credit Union 401(k) Plan and Trust · Sponsored by America First Credit Union Dba America First Credit Union · Utah · Finance & Insurance
$143M in assets, 3,054 participants
America First Credit Union Dba America First Credit Union's America First Credit Union 401(k) Plan and Trust reported $143M in total assets and 3,054 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,557 in Finance & Insurance (8,549 peers)
Coverage in Utah
America First Credit Union 401(k) Plan and Trust covers 3,054 participants in Utah, 5.2x the typical Utah plan (state average ~592 per filing). Assets: $143M.
- #7,557
- in Finance & Insurance (8,549 peers)
- +20.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
America First Credit Union 401(k) Plan and Trust's outsized position by total assets
America First Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$142,980,124 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
America First Credit Union 401(k) Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. America First Credit Union 401(k) Plan and Trust lands in the large band (3,054 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- America First Credit Union 401(k) Plan and Trust reported participants rose from 2,335 in the plan year 2023 filing to 3,054 in the plan year 2024 filing.
- America First Credit Union 401(k) Plan and Trust end-of-year assets rose from $118M in the plan year 2023 filing to $143M in the plan year 2024 filing.
- America First Credit Union 401(k) Plan and Trust reported net income fell from $27M in the plan year 2023 filing to $25M in the plan year 2024 filing.
DOL schedule card
Filing strip 870216202 · America First Credit Union Dba America First Credit Union PY 2024 · 401(k)
America First Credit Union 401(k) Plan and Trust · $143M · 3,054 · 93rd
- BOOK $143M
- BOOK 3,054
- BOOK 93rd
- BOOK 401(k)
- BOOK near Colorcon, Inc. 401(k) Savings Plan
- BOOK ind #7557
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 Utah →
America First Credit Union 401(k) Plan and Trust in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $25M |
| Employer EIN | 870216202 |
| Plan Effective Date | 1997-11-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (America First Credit Union Dba America First Credit Union)
Sponsor-wide plan assets over time
All America First Credit Union Dba America First Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $743M 28.49508307366133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,749 | $578M |
| 2023 | 2 | 4,799 | $666M |
| 2024 | 2 | 5,699 | $743M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
America First Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Colorcon, Inc. 401(k) Savings Plan in PA ($143M); by covered participants it is Coherent Corp. 401(k) Profit Sharing Plan in PA (3,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Colorcon, Inc. 401(k) Savings Plan (PA) $143M · 582
- Independent Financial 401(k) Profit Sharing Plan (TX) $143M · 1,443
- The Washington Trust Company 401(k) Plan (RI) $143M · 650
- IBEW Local Union No. 9 and Line Clearance Contract 401(k) Retirement Fund (MI) $143M · 1,010
Similar participant headcount
Nearest other-state filings by covered participants (3,054 participants); asset peers above are excluded.
- Coherent Corp. 401(k) Profit Sharing Plan (PA) 3,054 · 0 off
- University of Louisville Physicians, Inc. Profit Sharing Plan (KY) 3,055 · 1 off
- Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust (NY) 3,055 · 1 off
- Petersen Health Care, Inc. 401(k) Plan (IL) 3,053 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.