Phoenix, 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, Phoenix, AZ has 1,113 loaded benefit plan(s) reported by 778 plan sponsor(s), with $47,901,288,197 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1,113
- Plan sponsors
- 778
- Total reported assets (EOY)
- $47,901,288,197
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Banner Health Employees 401(K) Plan | Banner Health | $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 | $3,274,038,518 | 2023 |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | $3,271,793,253 | 2023 |
| Salt River Project Employees' Retirement Plan | Salt River Valley Water Users Association | $2,784,269,809 | 2023 |
| Republic Services, Inc. 401(K) Plan | Republic Services, Inc. | $2,379,834,679 | 2023 |
| Freeport-Mcmoran Inc. Employee Capital Accumulation Program | Freeport-Mcmoran Inc. | $2,323,111,586 | 2023 |
| Freeport Minerals Corporation Defined Benefit Master Trust | Freeport Minerals Corporation | $1,480,089,776 | 2023 |
| Pinnacle West Capital Corporation Savings Plan | Pinnacle West Capital Corporation | $1,467,517,436 | 2023 |
| Freeport Minerals Corporation Retirement Plan | Freeport Minerals Corporation | $1,443,465,749 | 2023 |
| Salt River Project Employees' 401(K) Plan | Salt River Valley Water Users Association | $1,176,718,636 | 2023 |
| Desert States Employers & Ufcw Unions Pension Plan | Board Of Trustees, Desert States Employers & Ufcw | $1,005,171,309 | 2023 |
| Teamsters Western Region And New Jersey Health Care Fund Active Plan | Teamsters Western Region And New Jersey Health Care Fund | $993,397,629 | 2023 |
| Knight-Swift Transportation Holdings Inc. Retirement Plan | Knight-Swift Transportation Holdings Inc. | $789,487,494 | 2023 |
| U-Haul Holding Company Employee Stock Ownership Plan | U-Haul Holding Company | $618,546,920 | 2023 |
| Avnet 401(K) Plan | Avnet, Inc. | $609,087,239 | 2023 |
| Petsmart, Inc. Savesmart 401(K) Plan | Petsmart, Inc. | $576,004,894 | 2023 |
| Phoenix Children'S Hospital Section 401(K) Investment Plan | Phoenix Children'S Hospital | $574,330,383 | 2023 |
| The University Of Phoenix, Inc. Savings And Investment Plan | The University Of Phoenix, Inc. | $534,247,186 | 2023 |
| Snell & Wilmer Profit Sharing And Savings Plan | Snell & Wilmer L.L.P. | $512,255,045 | 2023 |
| Avnet Pension Plan | Avnet, Inc. | $501,291,380 | 2023 |
| U-Haul Holding Company 401(K) Savings Plan | U-Haul Holding Company | $499,181,682 | 2023 |
| Blue Cross And Blue Shield Of Arizona, Inc. 401(K) Savings Plan | Blue Cross And Blue Shield Of Arizona, Inc. | $445,871,414 | 2023 |
| Pinnacle West Capital Corporation Group Life And Medical Plan | Pinnacle West Capital Corporation | $443,249,486 | 2023 |
| Arizona Pipe Trades Defined Contribution Pension Plan | Board Of Trustees Arizona Pipe Trades Dc Pension Plan | $403,820,283 | 2023 |
| Pinnacle West Capital Corporation Union Health Benefits Master Trust | Pinnacle West Capital Corporation | $397,517,183 | 2023 |
Largest plans in Phoenix → · Phoenix plans with financial data → · $1B+ plans in Phoenix → · Providers by reported compensation →
Related Form 5500 pages
- All AZ Form 5500 filings
- Banner Health Employees 401(K) Plan (plan 002)
- Banner Health — all reported plans
- Teamsters Western Region And New Jersey Health Care Fund Retiree Plan (plan 502)
- Teamsters Western Region And New Jersey Health Care Fund — all reported plans
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Pinnacle West Capital Corporation — all reported plans
- Salt River Project Employees' Retirement Plan (plan 335)
- Salt River Valley Water Users Association — all reported plans
- Republic Services, Inc. 401(K) Plan (plan 003)
- Republic Services, Inc. — all reported plans
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (plan 001)
- Freeport-Mcmoran Inc. — all reported plans
- Freeport Minerals Corporation Defined Benefit Master Trust (plan 060)
- Freeport Minerals Corporation — all reported plans
- Pinnacle West Capital Corporation Savings Plan (plan 002)
- Freeport Minerals Corporation Retirement Plan (plan 003)
- Salt River Project Employees' 401(K) Plan (plan 334)
- Desert States Employers & Ufcw Unions Pension Plan (plan 001)
- Board Of Trustees, Desert States Employers & Ufcw — all reported plans
- Teamsters Western Region And New Jersey Health Care Fund Active Plan (plan 501)
- Knight-Swift Transportation Holdings Inc. Retirement Plan (plan 003)
- Knight-Swift Transportation Holdings Inc. — all reported plans
- U-Haul Holding Company Employee Stock Ownership Plan (plan 003)
- U-Haul Holding Company — all reported plans
- Avnet 401(K) Plan (plan 102)
- Avnet, Inc. — all reported plans
- Methodology
- Data sources