401(k) · DOL Form 5500 · 2022

Fivepoint Credit Union 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
208
Participants Below avg headcount
78th
Percentile by assets National rank
$102,414
Avg per participant Below avg balance/head
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Official DOL plan name: Fivepoint Credit Union Thrift and Savings Plan · Sponsored by Fivepoint Credit Union · Texas · Finance & Insurance

$21M in assets, 208 participants

Fivepoint Credit Union's Fivepoint Credit Union Thrift and Savings Plan reported $21M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,029 in Finance & Insurance (9,261 peers)

Coverage in Texas

Fivepoint Credit Union Thrift and Savings Plan covers 208 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#6,029
in Finance & Insurance (9,261 peers)
-16.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fivepoint Credit Union Thrift and Savings Plan's outsized position by total assets

Fivepoint Credit Union Thrift and Savings Plan vs every filed plan by assets

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

$21,302,202 Top 22% higher than 78% 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

Fivepoint Credit Union Thrift and Savings 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. Fivepoint Credit Union Thrift and Savings Plan sits mid-pack in the medium band (208 participants).

Form 5500 schedule snapshot

Filing strip 741109889 · Fivepoint Credit Union PY 2022 · 401(k)

Fivepoint Credit Union Thrift and Savings Plan · $21M · 208 · 78th

  • EIN $21M
  • RANK 208
  • PHOTO 78th
  • IND 401(k)
  • EOY near Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #6029

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 →

Fivepoint Credit Union Thrift and Savings Plan in the asset neighbourhood

Fivepoint Credit Union Thrift and Savings PlanFivepoint Credit Union Thrif…$21MJacob Stern & Sons, Inc. 401(k) Profit Sharing PlanJacob Stern & Sons, Inc. 401…$21MBuckingham Strategic Partners Pooled Employer PlanBuckingham Strategic Partner…$21MHerzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$21MAdstra, Inc.Employee Savings PlanAdstra, Inc.Employee Savings…$21M
End-of-year total assets ($M) among Fivepoint Credit Union Thrift and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN741109889
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fivepoint Credit Union)

Sponsor-wide plan assets over time

All Fivepoint Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.07000412445624% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 208 $21M
2023 1 212 $24M
2024 1 209 $27M

Nearby 401(k) Plans in Texas

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

Fivepoint Credit Union Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Fivepoint Credit Union Thrift and Savings Plan, Total assets ($B): 0.021302202 · Participants: 208Fivepoint Credit Union Thrift and Savings 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
Fivepoint Credit Union Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fivepoint Credit Union Thrift and Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan in CA ($21M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

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 did Fivepoint Credit Union Thrift and Savings Plan assets move in 2022? ▼
Fivepoint Credit Union Thrift and Savings Plan declined sharply - down 16.3% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Fivepoint Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fivepoint Credit Union's sponsor-wide assets grew 29.1%, from $21M to $27M.
Where does Fivepoint Credit Union Thrift and Savings Plan rank by assets among Form 5500 filers? ▼
Fivepoint Credit Union Thrift and Savings Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fivepoint Credit Union Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan in CA ($21M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Fivepoint Credit Union Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Markforged, Inc Retirement Plan in MA (208 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741109889.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.