401(k) · DOL Form 5500 · 2022

Firstmark Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
242
Participants Below avg headcount
69th
Percentile by assets National rank
$49,752
Avg per participant Low balance/head
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Official DOL plan name: Firstmark Credit Union 401(k) Plan · Sponsored by Firstmark Credit Union · Texas · Finance & Insurance

$12M in assets, 242 participants

Firstmark Credit Union's Firstmark Credit Union 401(k) Plan reported $12M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,849 in Finance & Insurance (9,261 peers)

Coverage in Texas

Firstmark Credit Union 401(k) Plan covers 242 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#4,849
in Finance & Insurance (9,261 peers)
-19.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$12,040,003 Top 31% higher than 69% 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

Firstmark Credit Union 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. Firstmark Credit Union 401(k) Plan sits mid-pack in the medium band (242 participants).

EBSA filing schedule strip

Filing strip 740879805 · Firstmark Credit Union PY 2022 · 401(k)

Firstmark Credit Union 401(k) Plan · $12M · 242 · 69th

  • TYPE $12M
  • TYPE 242
  • TYPE 69th
  • TYPE 401(k)
  • TYPE near The Lawson Companies 401(k) Plan
  • TYPE ind #4849

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 →

Firstmark Credit Union 401(k) Plan in the asset neighbourhood

Firstmark Credit Union 401(k) PlanFirstmark Credit Union 401(k…$12MThe Lawson Companies 401(k) PlanThe Lawson Companies 401(k) …$12MTc Chevrolet, Inc 401(k) Savings PlanTc Chevrolet, Inc 401(k) Sav…$12MBrady Company California 401(k) Profit Sharing PlanBrady Company California 401…$12MC. H. Briggs Company Employees' Salary Reduction Savings PlanC. H. Briggs Company Employe…$12M
End-of-year total assets ($M) among Firstmark Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN740879805
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstmark Credit Union)

Sponsor-wide plan assets over time

All Firstmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 40.763221887410275% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $32.4M $19.2M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 329 $32M
2023 2 312 $27M
2024 1 253 $19M

Nearby 401(k) Plans in Texas

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

Firstmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Firstmark Credit Union 401(k) Plan, Total assets ($B): 0.012040003 · Participants: 242Firstmark Credit Union 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
Firstmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Firstmark Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Lawson Companies 401(k) Plan in VA ($12M); by covered participants it is Zenefits 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Firstmark Credit Union 401(k) Plan assets move in 2022? ▼
Firstmark Credit Union 401(k) Plan declined sharply - down 19.1% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Firstmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstmark Credit Union's sponsor-wide assets declined 40.8%, from $32M to $19M.
Which 401(k) plans are similar in size to Firstmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lawson Companies 401(k) Plan in VA ($12M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Firstmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zenefits 401(k) Plan in CA (242 participants, N/A 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 740879805.

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.