401(k) · DOL Form 5500 · 2022

Credit Union of Texas 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
535
Participants Below avg headcount
74th
Percentile by assets National rank
$30,398
Avg per participant Low balance/head
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Official DOL plan name: Credit Union of Texas 401(k) Plan · Sponsored by Credit Union of Texas · Texas · Finance & Insurance

$16M in assets, 535 participants

Credit Union of Texas's Credit Union of Texas 401(k) Plan reported $16M in total assets and 535 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,495 in Finance & Insurance (9,261 peers)

Credit Union of Texas multi-year trail

Credit Union of Texas's plans moved +64.4% in assets from 2022 to 2024; this filing shows Credit Union of Texas 401(k) Plan at $16M / 535 participants.

#5,495
in Finance & Insurance (9,261 peers)
-$140K
reported net income

The plan reported a net loss of $140K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Credit Union of Texas 401(k) Plan's outsized position by total assets

Credit Union of Texas 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,263,157 Top 26% higher than 74% of 139,123 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 2022

Credit Union of Texas 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credit Union of Texas 401(k) Plan sits mid-pack in the medium band (535 participants).

DOL schedule card

Filing strip 750225045 · Credit Union of Texas PY 2022 · 401(k)

Credit Union of Texas 401(k) Plan · $16M · 535 · 74th

  • PHOTO $16M
  • PHOTO 535
  • PHOTO 74th
  • PHOTO 401(k)
  • PHOTO near Poseida Therapeutics, Inc. 401(k) Plan
  • PHOTO ind #5495

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 Finance & Insurance retirement plans → · Plans in Texas →

Credit Union of Texas 401(k) Plan in the asset neighbourhood

The Eye Center of Oak Ridge, P.C. Profit Sharing PlanThe Eye Center of Oak Ridge,…$16MProminent Fluid Controls, Inc. 401(k) Profit Sharing PlanProminent Fluid Controls, In…$16MCredit Union of Texas 401(k) PlanCredit Union of Texas 401(k)…$16MPoseida Therapeutics, Inc. 401(k) PlanPoseida Therapeutics, Inc. 4…$16M401(k) Profit Sharing Plan for Employees of Community Action Council for Lexington-Fayette, Bourbon, Harrison & Nicholas Counties401(k) Profit Sharing Plan f…$16M
End-of-year total assets ($M) among Credit Union of Texas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Credit Union of Texas multi-year asset trail

Sponsor-wide plan assets over time

All Credit Union of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$27M 64.39125564612085% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.3M $26.7M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 535 $16M
2023 1 564 $22M
2024 1 568 $27M

Credit Union of Texas filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$16M
Net Income-$140K
Employer EIN750225045
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Credit Union of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Credit Union of Texas 401(k) Plan, Total assets ($B): 0.016263157 · Participants: 535Credit Union of Texas 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Credit Union of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Credit Union of Texas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Poseida Therapeutics, Inc. 401(k) Plan in CA ($16M); by covered participants it is Van Eerden Savings and Retirement Plan in MI (535 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Credit Union of Texas plan assets changed over time?
Across 3 plan years on file (2022-2024), Credit Union of Texas's sponsor-wide assets grew 64.4%, from $16M to $27M.
Which 401(k) plans are similar in size to Credit Union of Texas 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Poseida Therapeutics, Inc. 401(k) Plan in CA ($16M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union of Texas 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Van Eerden Savings and Retirement Plan in MI (535 participants, $28M in assets).