AZ Form 5500 retirement and benefit plan filings
State 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, AZ has 3,521 loaded benefit plan(s) reported by 2,611 plan sponsor(s), with $103,251,440,427 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3,521
- Plan sponsors
- 2,611
- Total reported assets (EOY)
- $103,251,440,427
- Latest filing year
- 2023
Cities by loaded plan count
- Phoenix, AZ — 1,113 plan(s)
- Scottsdale, AZ — 541 plan(s)
- Tucson, AZ — 425 plan(s)
- Tempe, AZ — 217 plan(s)
- Mesa, AZ — 212 plan(s)
- Chandler, AZ — 207 plan(s)
- Gilbert, AZ — 123 plan(s)
- Glendale, AZ — 63 plan(s)
- Peoria, AZ — 45 plan(s)
- Yuma, AZ — 35 plan(s)
- Prescott, AZ — 27 plan(s)
- Flagstaff, AZ — 23 plan(s)
- Surprise, AZ — 21 plan(s)
- Goodyear, AZ — 20 plan(s)
- Sahuarita, AZ — 18 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Bechtel Trust & Thrift Plan | Bechtel Global Corporation | Glendale | $5,691,074,806 | 2023 |
| Master Trust For Certain Tax-Qualified Bechtel Retirement Plans | Bechtel Global Corporation | Glendale | $5,653,222,091 | 2023 |
| Banner Health Employees 401(K) Plan | Banner Health | Phoenix | $4,270,882,725 | 2023 |
| Teamsters Western Region And New Jersey Health Care Fund Retiree Plan | Teamsters Western Region And New Jersey Health Care Fund | Phoenix | $3,274,038,518 | 2023 |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | Phoenix | $3,271,793,253 | 2023 |
| Salt River Project Employees' Retirement Plan | Salt River Valley Water Users Association | Phoenix | $2,784,269,809 | 2023 |
| Republic Services, Inc. 401(K) Plan | Republic Services, Inc. | Phoenix | $2,379,834,679 | 2023 |
| Freeport-Mcmoran Inc. Employee Capital Accumulation Program | Freeport-Mcmoran Inc. | Phoenix | $2,323,111,586 | 2023 |
| Stantec 401(K) Plan | Stantec Consulting Services Inc. | Chandler | $2,021,683,156 | 2023 |
| Reliance, Inc. Master 401(K) Plan | Reliance, Inc. | Scottsdale | $1,542,071,031 | 2023 |
| Reliance, Inc. Master 401(K) Plan Master Trust | Reliance, Inc. | Scottsdale | $1,515,269,981 | 2023 |
| Asml Us Employees' Savings And Retirement Plan | Asml Us, LLC | Chandler | $1,491,102,829 | 2023 |
| Freeport Minerals Corporation Defined Benefit Master Trust | Freeport Minerals Corporation | Phoenix | $1,480,089,776 | 2023 |
| Pinnacle West Capital Corporation Savings Plan | Pinnacle West Capital Corporation | Phoenix | $1,467,517,436 | 2023 |
| Freeport Minerals Corporation Retirement Plan | Freeport Minerals Corporation | Phoenix | $1,443,465,749 | 2023 |
Largest AZ plans → · AZ plans with financial data → · $1B+ AZ plans →
Related Form 5500 pages
- Phoenix, AZ Form 5500 filings
- Scottsdale, AZ Form 5500 filings
- Tucson, AZ Form 5500 filings
- Tempe, AZ Form 5500 filings
- Mesa, AZ Form 5500 filings
- Chandler, AZ Form 5500 filings
- Gilbert, AZ Form 5500 filings
- Glendale, AZ Form 5500 filings
- Peoria, AZ Form 5500 filings
- Yuma, AZ Form 5500 filings
- Prescott, AZ Form 5500 filings
- Flagstaff, AZ Form 5500 filings
- Surprise, AZ Form 5500 filings
- Goodyear, AZ Form 5500 filings
- Sahuarita, AZ Form 5500 filings
- Bechtel Trust & Thrift Plan (plan 001)
- Master Trust For Certain Tax-Qualified Bechtel Retirement Plans (plan 001)
- Banner Health Employees 401(K) Plan (plan 002)
- Teamsters Western Region And New Jersey Health Care Fund Retiree Plan (plan 502)
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Salt River Project Employees' Retirement Plan (plan 335)
- Republic Services, Inc. 401(K) Plan (plan 003)
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (plan 001)
- Stantec 401(K) Plan (plan 001)
- Reliance, Inc. Master 401(K) Plan (plan 003)
- Methodology
- Data sources