Defined Benefit (Pension) · DOL Form 5500 · 2022

Evolve Federal Credit Union Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
69
Participants Small participant base
75th
Percentile by assets National rank
$250,305
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Evolve Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Evolve Federal Credit Union · Texas · Finance & Insurance

$17M in assets, 69 participants

Evolve Federal Credit Union's Evolve Federal Credit Union Defined Benefit Plan and Trust reported $17M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,621 in Finance & Insurance (9,261 peers)

Where Evolve Federal Credit Union Defined Benefit Plan and Trust sits by assets

Evolve Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $17M for 69 participants (~$250,305/participant), down 18.1% in 2022.

#5,621
in Finance & Insurance (9,261 peers)
-18.1%
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.

Evolve Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Evolve Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$17,271,049 Top 25% higher than 75% 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

Evolve Federal Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evolve Federal Credit Union Defined Benefit Plan and Trust is a small filing (69 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 741109894 · Evolve Federal Credit Union PY 2022 · Defined Benefit (Pension)

Evolve Federal Credit Union Defined Benefit Plan and Trust · $17M · 69 · 75th

  • IND $17M
  • EOY 69
  • 5500 75th
  • ASSETS Defined Benefit (Pension)
  • PCT near Retirement Plan for Employees of Woman's Life Insurance Society
  • EIN ind #5621

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 →

Evolve Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Retirement Plan for Employees of Woman's Life Insurance SocietyRetirement Plan for Employee…$17MEvolve Federal Credit Union Defined Benefit Plan and TrustEvolve Federal Credit Union …$17MPaul Mueller Company Contract Employees Retirement PlanPaul Mueller Company Contrac…$17MPension Plan for Employees of California Labor Federation AFL-CIOPension Plan for Employees o…$17MNassau Candy Pension Plan$17M
End-of-year total assets ($M) among Evolve Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN741109894
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Evolve Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Evolve Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.017271049 · Participants: 69Evolve Federal Credit Union Defined Benefit Plan and TrustAT&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
Evolve Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Evolve Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Woman's Life Insurance Society in MI ($17M); by covered participants it is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Evolve Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Evolve Federal Credit Union Defined Benefit Plan and Trust declined sharply - down 18.1% during 2022, from $21M to $17M. Reported net income was -$4M.
Where does Evolve Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Evolve Federal Credit Union Defined Benefit Plan and Trust ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Evolve Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Woman's Life Insurance Society in MI ($17M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Evolve Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants, $16M 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 741109894.

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.