America First Credit Union 401(k) and pension plans

America First Credit Union (America First Credit Union), Riverdale, UT. EIN 87-0216202. Annual reports 2009–2024. Also filed as America First Credit Union.

America First Credit Union (America First Credit Union) has 2 active retirement plans on file. The largest is the America First Credit Union 401(k) Plan and Trust, with 4,018 participants and $143 million in assets in 2024. Milliman has been its recordkeeper since 2016.

Active plans: 2
Participants: 7,603
Plan assets: $743 million
401(k) recordkeeper: Milliman
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

America First Credit Union 401(k) Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 87-0216202
Participants (2024): 4,018
Net assets (2024): $143 million
Recordkeeper: MillimanEarlier: TruStage (CUNA Mutual) (2009–2015)
Plan administrator: America First Credit Union (America First Credit Union)
1344 West 4675 South
Riverdale, UT 84405
(801) 627-0900As filed for 2024
In effect since: November 26, 1997

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,018	$143 million	Milliman
2023	3,641	$118 million	Milliman
2022	2,815	$91.2 million	Milliman
2021	2,848	$103 million	Milliman
2020	3,022	$86.6 million	Milliman
2019	2,822	$71.8 million	Milliman
2018	2,547	$55.7 million	Milliman
2017	2,314	$53.5 million	Milliman
2016	2,119	$43.6 million	Milliman
2015	1,940	$38.6 million	TruStage (CUNA Mutual)
2014	1,895	$38.9 million	TruStage (CUNA Mutual)
2013	1,799	$34.7 million	TruStage (CUNA Mutual)
2012	1,681	$27.9 million	TruStage (CUNA Mutual)
2011	1,633	$22.3 million	TruStage (CUNA Mutual)
2010	1,650	$20.8 million	TruStage (CUNA Mutual)
2009	1,558	$17.1 million	TruStage (CUNA Mutual)

America First Credit Union Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 87-0216202
Participants (2024): 3,585
Net assets (2024): $600 million
Plan administrator: America First Credit Union
1344 West 4675 South
Riverdale, UT 84405
(801) 627-0900As filed for 2024
In effect since: September 1, 1963

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,585	$600 million	not listed
2023	3,404	$547 million	not listed
2022	3,309	$487 million	not listed
2021	3,247	$528 million	not listed
2020	3,177	$410 million	not listed
2019	2,981	$295 million	not listed
2018	2,800	$231 million	not listed
2017	2,507	$229 million	not listed
2016	2,304	$167 million	not listed
2015	2,124	$151 million	not listed
2014	2,010	$128 million	not listed
2013	2,042	$96.4 million	not listed
2012	1,914	$76.4 million	not listed
2011	1,939	$64.3 million	not listed
2010	1,834	$60.6 million	not listed
2009	1,696	$51.7 million	not listed

If you had money in one of these plans

Call Milliman, which runs the America First Credit Union 401(k) Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((801) 627-0900). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

America First Credit Union 401(k) Plan and Trust

America First Credit Union Pension Plan

If you had money in one of these plans

What these numbers are

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