401(k) · DOL Form 5500 · 2022

Complex Community Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
140
Participants Small participant base
70th
Percentile by assets National rank
$93,421
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Complex Community Federal Credit Union 401(k) Plan and Trust · Sponsored by Complex Community Federal Credit Union · Texas · Finance & Insurance

$13M in assets, 140 participants

Complex Community Federal Credit Union's Complex Community Federal Credit Union 401(k) Plan and Trust reported $13M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,013 in Finance & Insurance (9,261 peers)

Coverage in Texas

Complex Community Federal Credit Union 401(k) Plan and Trust covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#5,013
in Finance & Insurance (9,261 peers)
-10.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Complex Community Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Complex Community Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$13,078,915 Top 30% higher than 70% 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

Complex Community Federal Credit Union 401(k) Plan and Trust 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. Complex Community Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (140 participants).

Published 5500 schedule card

Filing strip 751087169 · Complex Community Federal Credit Union PY 2022 · 401(k)

Complex Community Federal Credit Union 401(k) Plan and Trust · $13M · 140 · 70th

  • VS-ST $13M
  • BOY 140
  • SCH 70th
  • EBSA 401(k)
  • PART near First Bank 401(k) Retirement Plan
  • TYPE ind #5013

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 →

Complex Community Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Complex Community Federal Credit Union 401(k) Plan and TrustComplex Community Federal Cr…$13MFirst Bank 401(k) Retirement PlanFirst Bank 401(k) Retirement…$13MTgt Enterprises, Inc. 401(k) PlanTgt Enterprises, Inc. 401(k)…$13MJ & J Ventures Gaming, LLC 401(k) Savings Plan and TrustJ & J Ventures Gaming, LLC 4…$13MOnesource Retirement Savings PlanOnesource Retirement Savings…$13M
End-of-year total assets ($M) among Complex Community Federal Credit Union 401(k) Plan and Trust 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)$13M
Net Income-$2M
Employer EIN751087169
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Complex Community Federal Credit Union)

Sponsor-wide plan assets over time

All Complex Community Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.234589795866093% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $16.8M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 140 $13M
2023 1 143 $15M
2024 1 150 $17M

Nearby 401(k) Plans in Texas

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

Complex Community Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Complex Community Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.013078915 · Participants: 140Complex Community Federal Credit Union 401(k) Plan and TrustAT&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
Complex Community Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Complex Community Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Complex Community Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is First Bank 401(k) Retirement Plan in NJ ($13M); by covered participants it is Color, Inc. 401(k)Retirement Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Complex Community Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Complex Community Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 10.9% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Complex Community Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Complex Community Federal Credit Union's sponsor-wide assets grew 28.2%, from $13M to $17M.
Which 401(k) plans are similar in size to Complex Community Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Bank 401(k) Retirement Plan in NJ ($13M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Complex Community Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Color, Inc. 401(k)Retirement Plan in MA (140 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 751087169.

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.