Tucson, AZ Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tucson, AZ has 425 loaded benefit plan(s) reported by 326 plan sponsor(s), with $5,964,272,919 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 425
- Plan sponsors
- 326
- Total reported assets (EOY)
- $5,964,272,919
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Sundt Companies Employee Stock Ownership Plan | The Sundt Companies, Inc. | $1,064,355,538 | 2023 |
| Tucson Electric Power Company Master Trust | Tucson Electric Power Company | $470,089,990 | 2023 |
| Tucson Electric Power Company 401k | Tucson Electric Power Company | $442,967,505 | 2023 |
| Tmc Healthcare 401(K) Plan | Tmc Healthcare | $331,571,071 | 2023 |
| Tucson Electric Power Company Salaried Employees Retirement Plan | Tucson Electric Power Company | $262,738,340 | 2023 |
| Pima Medical Institute Employee Stock Ownership Plan | Vocational Training Institutes,Inc. | $216,174,467 | 2023 |
| Tucson Electric Power Company Pension Trust Plan For Employees Represented By I.B.E.W Local 1116 | Tucson Electric Power Company | $178,804,157 | 2023 |
| The Sundt Companies 401(K) Plan | The Sundt Companies, Inc. | $156,839,350 | 2023 |
| El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan | El Rio Santa Cruz Neighborhood Health Center, Inc. | $149,956,482 | 2023 |
| Rincon Research Corporation 401(K) Plan | Rincon Research Corporation | $142,201,011 | 2023 |
| Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust | Arizona Community Physicians, P.C. | $136,467,925 | 2023 |
| Rincon Research Corporation Money Purchase Pension Plan | Rincon Research Corporation | $125,484,332 | 2023 |
| Southwest Energy Profit Sharing Plan | Southwest Energy Management, LLC | $81,156,867 | 2023 |
| Davis Selected Advisers, L.P. 401(K) Plan | Davis Selected Advisers, L.P. | $74,495,374 | 2023 |
| Pascua Yaqui Tribe Enterprise 401(K) Plan | Pascua Yaqui Tribe | $66,846,549 | 2023 |
| M3 Engineering & Technology 401(K) Profit Sharing Plan | M3 Engineering & Technology Corporation | $62,397,011 | 2023 |
| Universal Avionics Systems Corporation 401(K) Profit Sharing Plan | Universal Avionics Systems Corporation | $58,748,269 | 2023 |
| Vantage West Credit Union 401(K) Plan | Vantage West Credit Union | $52,958,157 | 2023 |
| Watermark Retirement Communities, LLC 401(K) Plan | Watermark Retirement Communities, LLC | $51,739,473 | 2023 |
| Pima Medical Institute 401(K) Plan | Pima Medical Institute | $51,059,266 | 2023 |
| Beachfleischman, Pllc 401(K) Plan | Beachfleischman Pllc | $46,282,876 | 2023 |
| Gb Auto Service, Inc. 401(K) Plan | Gb Auto Service, Inc. | $44,723,454 | 2023 |
| Child-Parent Centers, Inc. Retirement Plan | Child-Parent Centers Inc. | $42,627,797 | 2023 |
| Pension Plan For Employees Of Unisource Energy Services | Tucson Electric Power Company | $41,327,402 | 2023 |
| Truly Nolen Of America, Inc. Profit Sharing And Savings Plan | Truly Nolen Of America, Inc. | $39,492,472 | 2023 |
Largest plans in Tucson → · Tucson plans with financial data → · $1B+ plans in Tucson → · Providers by reported compensation →
Related Form 5500 pages
- All AZ Form 5500 filings
- The Sundt Companies Employee Stock Ownership Plan (plan 001)
- The Sundt Companies, Inc. — all reported plans
- Tucson Electric Power Company Master Trust (plan 003)
- Tucson Electric Power Company — all reported plans
- Tucson Electric Power Company 401k (plan 007)
- Tmc Healthcare 401(K) Plan (plan 003)
- Tmc Healthcare — all reported plans
- Tucson Electric Power Company Salaried Employees Retirement Plan (plan 001)
- Pima Medical Institute Employee Stock Ownership Plan (plan 002)
- Vocational Training Institutes,Inc. — all reported plans
- Tucson Electric Power Company Pension Trust Plan For Employees Represented By I.B.E.W Local 1116 (plan 002)
- The Sundt Companies 401(K) Plan (plan 002)
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan (plan 002)
- El Rio Santa Cruz Neighborhood Health Center, Inc. — all reported plans
- Rincon Research Corporation 401(K) Plan (plan 002)
- Rincon Research Corporation — all reported plans
- Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust (plan 001)
- Arizona Community Physicians, P.C. — all reported plans
- Rincon Research Corporation Money Purchase Pension Plan (plan 004)
- Southwest Energy Profit Sharing Plan (plan 001)
- Southwest Energy Management, LLC — all reported plans
- Davis Selected Advisers, L.P. 401(K) Plan (plan 001)
- Davis Selected Advisers, L.P. — all reported plans
- Pascua Yaqui Tribe Enterprise 401(K) Plan (plan 003)
- Pascua Yaqui Tribe — all reported plans
- Methodology
- Data sources