401(k) · DOL Form 5500 · 2024

Arizona Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
634
Participants Below avg headcount
87th
Percentile by assets National rank
$105,278
Avg per participant Below avg balance/head
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Official DOL plan name: Arizona Financial Credit Union Capital Accumulation Plan · Sponsored by Arizona Financial Credit Union · Arizona · Finance & Insurance

$67M in assets, 634 participants

Arizona Financial Credit Union's Arizona Financial Credit Union Capital Accumulation Plan reported $67M in total assets and 634 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,849 in Finance & Insurance (8,549 peers)

Where Arizona Financial Credit Union Capital Accumulation Plan sits by assets

Arizona Financial Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $67M for 634 participants (~$105,278/participant), up 11.3% in 2024.

#6,849
in Finance & Insurance (8,549 peers)
+11.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Arizona Financial Credit Union Capital Accumulation Plan's outsized position by total assets

Arizona Financial Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$66,746,367 Top 13% higher than 87% 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

Arizona Financial Credit Union Capital Accumulation 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. Arizona Financial Credit Union Capital Accumulation Plan sits mid-pack in the medium band (634 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arizona Financial Credit Union Capital Accumulation Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Arizona Financial Credit Union Capital Accumulation Plan end-of-year assets rose from $60M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Arizona Financial Credit Union Capital Accumulation Plan reported participants fell from 682 in the plan year 2023 filing to 634 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860101004 · Arizona Financial Credit Union PY 2024 · 401(k)

Arizona Financial Credit Union Capital Accumulation Plan · $67M · 634 · 87th

  • VS-ST $67M
  • BOY 634
  • SCH 87th
  • EBSA 401(k)
  • PART near Integral Ad Science, Inc. 401(k) Plan
  • TYPE ind #6849

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 →

Arizona Financial Credit Union Capital Accumulation Plan in the asset neighbourhood

Professional Emergency Physicians, P.C. ProfitProfessional Emergency Physi…$67MCapital Region Orthopaedic Associates, P.C. Profit Sharing Plan and TrustCapital Region Orthopaedic A…$67MRoppe Holding Company 401(k) PlanRoppe Holding Company 401(k)…$67MArizona Financial Credit Union Capital Accumulation PlanArizona Financial Credit Uni…$67MIntegral Ad Science, Inc. 401(k) PlanIntegral Ad Science, Inc. 40…$67M
End-of-year total assets ($M) among Arizona Financial Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$67M
Net Income$7M
Employer EIN860101004
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona Financial Credit Union)

Sponsor-wide plan assets over time

All Arizona Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$67M 11.254582792357997% vs 2023
2024 filing year
$55M$60M$65M$70M 20232024 $60M $66.8M ▲ +11.3%
Year Plans Participants Total Assets
2023 1 682 $60M
2024 1 634 $67M

Nearby 401(k) Plans in Arizona

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

Arizona Financial Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Arizona Financial Credit Union Capital Accumulation Plan, Total assets ($B): 0.066746367 · Participants: 634Arizona Financial Credit Union Capital Accumulation 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
Arizona Financial Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Financial Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Arizona Financial Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Integral Ad Science, Inc. 401(k) Plan in NY ($67M); by covered participants it is Shimmick Construction Co., Inc. 401(k) Profit Sharing Plan in CA (634 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (634 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 Arizona Financial Credit Union Capital Accumulation Plan assets move in 2024? ▼
Arizona Financial Credit Union Capital Accumulation Plan grew at a solid clip - up 11.3% during 2024, from $60M to $67M. Reported net income was $7M.
How have Arizona Financial Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Arizona Financial Credit Union's sponsor-wide assets grew 11.3%, from $60M to $67M.
Where does Arizona Financial Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Arizona Financial Credit Union Capital Accumulation Plan ranks in the 87th 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 Arizona Financial Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integral Ad Science, Inc. 401(k) Plan in NY ($67M, 522 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Financial Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shimmick Construction Co., Inc. 401(k) Profit Sharing Plan in CA (634 participants, $78M 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 860101004.

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.