401(k) · DOL Form 5500 · 2024

Fort Mcdowell Yavapai Nation 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,244
Participants Near avg headcount
87th
Percentile by assets National rank
$53,168
Avg per participant Low balance/head
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Official DOL plan name: Fort Mcdowell Yavapai Nation Retirement Plan · Sponsored by Fort Mcdowell Yavapai Nation · Arizona · Arts, Entertainment & Recreation

$66M in assets, 1,244 participants

Fort Mcdowell Yavapai Nation's Fort Mcdowell Yavapai Nation Retirement Plan reported $66M in total assets and 1,244 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.

  • #2,716 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Arizona

Fort Mcdowell Yavapai Nation Retirement Plan covers 1,244 participants in Arizona, 2.2x the typical Arizona plan (state average ~564 per filing). Assets: $66M.

#2,716
in Arts, Entertainment & Recreation (2,921 peers)
+7.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Fort Mcdowell Yavapai Nation Retirement Plan's outsized position by total assets

Fort Mcdowell Yavapai Nation Retirement Plan vs every filed plan by assets

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

$66,140,978 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

Fort Mcdowell Yavapai Nation Retirement Plan'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. Fort Mcdowell Yavapai Nation Retirement Plan lands in the large band (1,244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fort Mcdowell Yavapai Nation Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Fort Mcdowell Yavapai Nation Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Fort Mcdowell Yavapai Nation Retirement Plan reported participants rose from 1,164 in the plan year 2023 filing to 1,244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860208930 · Fort Mcdowell Yavapai Nation PY 2024 · 401(k)

Fort Mcdowell Yavapai Nation Retirement Plan · $66M · 1,244 · 87th

  • NET $66M
  • BOOK 1,244
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Emi, P.a. 401(k) Profit Sharing Plan
  • EBSA ind #2716

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 Arts, Entertainment & Recreation retirement plans → · Plans in Arizona →

Fort Mcdowell Yavapai Nation Retirement Plan in the asset neighbourhood

Smr Automotive Systems USA, Inc. Employees 401(k) PlanSmr Automotive Systems USA, …$66MAnchor Glass Container Corporation Salaried Employees' Savings PlanAnchor Glass Container Corpo…$66MFort Mcdowell Yavapai Nation Retirement PlanFort Mcdowell Yavapai Nation…$66MEmi, P.a. 401(k) Profit Sharing PlanEmi, P.a. 401(k) Profit Shar…$66MThe Eiif Management USA, Inc. Retirement Savings PlanThe Eiif Management USA, Inc…$66M
End-of-year total assets ($M) among Fort Mcdowell Yavapai Nation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$66M
Net Income$5M
Employer EIN860208930
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fort Mcdowell Yavapai Nation)

Sponsor-wide plan assets over time

All Fort Mcdowell Yavapai Nation plans reported in each filing year

Latest sponsor-wide plan assets
$66M 24.16142390886033% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.3M $66.1M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 1,164 $53M
2023 1 1,164 $61M
2024 1 1,244 $66M

Nearby 401(k) Plans in Arizona

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

Fort Mcdowell Yavapai Nation Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Fort Mcdowell Yavapai Nation Retirement Plan, Total assets ($B): 0.066140978 · Participants: 1244Fort Mcdowell Yavapai Nation Retirement 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
Fort Mcdowell Yavapai Nation Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Fort Mcdowell Yavapai Nation Retirement Plan side-by-side with 3 peers →

Fort Mcdowell Yavapai Nation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Emi, P.a. 401(k) Profit Sharing Plan in ID ($66M); by covered participants it is Sumiriko Tennessee, Inc. 401(k) Savings Plan in TN (1,244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,244 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 Fort Mcdowell Yavapai Nation Retirement Plan assets move in 2024? ▼
Fort Mcdowell Yavapai Nation Retirement Plan grew at a solid clip - up 7.7% during 2024, from $61M to $66M. Reported net income was $5M.
How have Fort Mcdowell Yavapai Nation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Mcdowell Yavapai Nation's sponsor-wide assets grew 24.2%, from $53M to $66M.
Where does Fort Mcdowell Yavapai Nation Retirement Plan rank by assets among Form 5500 filers? ▼
Fort Mcdowell Yavapai Nation Retirement 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 Fort Mcdowell Yavapai Nation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emi, P.a. 401(k) Profit Sharing Plan in ID ($66M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Fort Mcdowell Yavapai Nation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sumiriko Tennessee, Inc. 401(k) Savings Plan in TN (1,244 participants, $26M 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 860208930.

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.