Defined Benefit (Pension) · DOL Form 5500 · 2022

Credit Human Federal Credit Union Pension Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
657
Participants Below avg headcount
95th
Percentile by assets National rank
$246,491
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan and Trust for Employees of Credit Human Federal Credit Union · Sponsored by Credit Human Federal Credit Union · Texas · Finance & Insurance

$162M in assets, 657 participants

Credit Human Federal Credit Union's Retirement Plan and Trust for Employees of Credit Human Federal Credit Union reported $162M in total assets and 657 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,472 in Finance & Insurance (9,261 peers)

Where Retirement Plan and Trust for Employees of Credit Human Federal Credit Union sits by assets

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union sits in the top 5% of all filed plans by assets, $162M for 657 participants (~$246,491/participant), down 17.8% in 2022.

#8,472
in Finance & Insurance (9,261 peers)
-17.8%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union's outsized position by total assets

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union vs every filed plan by assets

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

$161,944,807 Top 5% higher than 95% 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

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union 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. Retirement Plan and Trust for Employees of Credit Human Federal Credit Union sits mid-pack in the medium band (657 participants).

Form 5500 schedule snapshot

Filing strip 740956027 · Credit Human Federal Credit Union PY 2022 · Defined Benefit (Pension)

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union · $162M · 657 · 95th

  • BOOK $162M
  • BOOK 657
  • BOOK 95th
  • BOOK Defined Benefit (Pension)
  • BOOK near Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan
  • BOOK ind #8472

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 →

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union in the asset neighbourhood

Bristol-Myers Squibb Puerto Rico Inc, Retirement Income PlanBristol-Myers Squibb Puerto …$162MDhl Retirement Pension Plan$162MRetirement Plan and Trust for Employees of Credit Human Federal Credit UnionRetirement Plan and Trust fo…$162MThe Bausch & Lomb Retirement Benefits PlanThe Bausch & Lomb Retirement…$162MBoston Medical Center Pension PlanBoston Medical Center Pensio…$162M
End-of-year total assets ($M) among Retirement Plan and Trust for Employees of Credit Human Federal Credit Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$162M
Net Income-$35M
Employer EIN740956027
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Human Federal Credit Union)

Sponsor-wide plan assets over time

All Credit Human Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$216M 13.566111421171062% vs 2022
2024 filing year
$180M$190M$200M$210M$220M 202220232024 $190M $216M ▲ +13.6%
Year Plans Participants Total Assets
2022 2 1,434 $190M
2023 2 1,455 $214M
2024 2 1,561 $216M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirement Plan and Trust for Employees of Credit Human Federal Credit Union, Total assets ($B): 0.161944807 · Participants: 657Retirement Plan and Trust for Employees of Credit Human Federal Credit UnionAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Retirement Plan and Trust for Employees of Credit Human Federal Credit Union vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Retirement Plan and Trust for Employees of Credit Human Federal Credit Union's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan in PR ($162M); by covered participants it is The Retirement Plan for Employees of Bush Brothers & Company in TN (657 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (657 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 Retirement Plan and Trust for Employees of Credit Human Federal Credit Union assets move in 2022?
Retirement Plan and Trust for Employees of Credit Human Federal Credit Union declined sharply - down 17.8% during 2022, from $197M to $162M. Reported net income was -$35M.
How have Credit Human Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Credit Human Federal Credit Union's sponsor-wide assets grew 13.6%, from $190M to $216M.
Where does Retirement Plan and Trust for Employees of Credit Human Federal Credit Union rank by assets among Form 5500 filers?
Retirement Plan and Trust for Employees of Credit Human Federal Credit Union ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan and Trust for Employees of Credit Human Federal Credit Union?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan in PR ($162M, 367 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan and Trust for Employees of Credit Human Federal Credit Union?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of Bush Brothers & Company in TN (657 participants, $196M in assets).