Defined Benefit (Pension) · DOL Form 5500 · 2022

Shell Federal Credit Union Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
362
Participants Below avg headcount
84th
Percentile by assets National rank
$94,320
Avg per participant Below avg balance/head
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Official DOL plan name: Shell Federal Credit Union Retirement Pension Plan · Sponsored by Shell Federal Credit Union · Texas · Finance & Insurance

$34M in assets, 362 participants

Shell Federal Credit Union's Shell Federal Credit Union Retirement Pension Plan reported $34M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,915 in Finance & Insurance (9,261 peers)

Where Shell Federal Credit Union Retirement Pension Plan sits by assets

Shell Federal Credit Union Retirement Pension Plan sits in the top quartile of all filed plans by assets, $34M for 362 participants (~$94,320/participant), down 16.8% in 2022.

#6,915
in Finance & Insurance (9,261 peers)
-16.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shell Federal Credit Union Retirement Pension Plan's outsized position by total assets

Shell Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$34,143,898 Top 16% higher than 84% 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

Shell Federal Credit Union Retirement Pension 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. Shell Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (362 participants).

Plan-year Form 5500 strip

Filing strip 741132577 · Shell Federal Credit Union PY 2022 · Defined Benefit (Pension)

Shell Federal Credit Union Retirement Pension Plan · $34M · 362 · 84th

  • NET $34M
  • BOOK 362
  • VS-ST 84th
  • BOY Defined Benefit (Pension)
  • SCH near Knoxville Tva Employees Credit Union Defined Benefit Plan
  • EBSA ind #6915

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 →

Shell Federal Credit Union Retirement Pension Plan in the asset neighbourhood

Schulte Roth & Zabel LLP Partners' Cash Balance PlanSchulte Roth & Zabel LLP Par…$34MRetirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension FundRetirement Plan of Wholesale…$34MShell Federal Credit Union Retirement Pension PlanShell Federal Credit Union R…$34MKnoxville Tva Employees Credit Union Defined Benefit PlanKnoxville Tva Employees Cred…$34MIBEW Local Union 64 Pension PlanIBEW Local Union 64 Pension …$34M
End-of-year total assets ($M) among Shell Federal Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN741132577
Plan Effective Date1969-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shell Federal Credit Union)

Sponsor-wide plan assets over time

All Shell Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 34.03371518975367% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $45.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 362 $34M
2023 1 373 $42M
2024 1 432 $46M

Nearby Defined Benefit (Pension) Plans in Texas

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

Shell Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shell Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.034143898 · Participants: 362Shell Federal Credit Union Retirement Pension PlanAT&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
Shell Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Shell Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Knoxville Tva Employees Credit Union Defined Benefit Plan in TN ($34M); by covered participants it is Minnkota Power Cooperative, Inc Employees Pension Plan - Plan a in ND (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Shell Federal Credit Union Retirement Pension Plan assets move in 2022? ▼
Shell Federal Credit Union Retirement Pension Plan declined sharply - down 16.8% during 2022, from $41M to $34M. Reported net income was -$7M.
How have Shell Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shell Federal Credit Union's sponsor-wide assets grew 34.0%, from $34M to $46M.
Where does Shell Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Shell Federal Credit Union Retirement Pension Plan ranks in the 84th 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 Shell Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Knoxville Tva Employees Credit Union Defined Benefit Plan in TN ($34M, 352 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shell Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Minnkota Power Cooperative, Inc Employees Pension Plan - Plan a in ND (362 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 741132577.

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.