Defined Benefit (Pension) · DOL Form 5500 · 2022

Texas Trust Credit Union Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
255
Participants Below avg headcount
90th
Percentile by assets National rank
$271,524
Avg per participant High balance/head
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Official DOL plan name: Texas Trust Credit Union Retirement Income Plan · Sponsored by Texas Trust Credit Union · Texas · Finance & Insurance

$69M in assets, 255 participants

Texas Trust Credit Union's Texas Trust Credit Union Retirement Income Plan reported $69M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,845 in Finance & Insurance (9,261 peers)

Coverage in Texas

Texas Trust Credit Union Retirement Income Plan covers 255 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $69M.

#7,845
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Texas Trust Credit Union Retirement Income Plan's outsized position by total assets

Texas Trust Credit Union Retirement Income Plan vs every filed plan by assets

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

$69,238,531 Top 10% higher than 90% 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

Texas Trust Credit Union Retirement Income 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. Texas Trust Credit Union Retirement Income Plan sits mid-pack in the medium band (255 participants).

DOL schedule card

Filing strip 750763606 · Texas Trust Credit Union PY 2022 · Defined Benefit (Pension)

Texas Trust Credit Union Retirement Income Plan · $69M · 255 · 90th

  • RANK $69M
  • PHOTO 255
  • IND 90th
  • EOY Defined Benefit (Pension)
  • 5500 near Acuity Brands, Inc. Pension Plan
  • ASSETS ind #7845

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 →

Texas Trust Credit Union Retirement Income Plan in the asset neighbourhood

Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension PlanBakery, Confectionery, Tobac…$69MTexas Trust Credit Union Retirement Income PlanTexas Trust Credit Union Ret…$69MAcuity Brands, Inc. Pension PlanAcuity Brands, Inc. Pension …$69MMag Mutual Insurance Company Defined Benefit PlanMag Mutual Insurance Company…$69MIBEW Local 684 Pension Trust$69M
End-of-year total assets ($M) among Texas Trust Credit Union Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$69M
Net Income-$14M
Employer EIN750763606
Plan Effective Date1958-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Trust Credit Union)

Sponsor-wide plan assets over time

All Texas Trust Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$106M 27.116456091676227% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $83.7M $106M ▲ +27.1%
Year Plans Participants Total Assets
2022 2 559 $84M
2023 2 579 $95M
2024 2 601 $106M

Nearby Defined Benefit (Pension) Plans in Texas

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

Texas Trust Credit Union Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Trust Credit Union Retirement Income Plan, Total assets ($B): 0.069238531 · Participants: 255Texas Trust Credit Union Retirement Income 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
Texas Trust Credit Union Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Trust Credit Union Retirement Income Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Acuity Brands, Inc. Pension Plan in GA ($69M); by covered participants it is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Texas Trust Credit Union Retirement Income Plan assets move in 2022? ▼
Texas Trust Credit Union Retirement Income Plan declined sharply - down 16.4% during 2022, from $83M to $69M. Reported net income was -$14M.
How have Texas Trust Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Trust Credit Union's sponsor-wide assets grew 27.1%, from $84M to $106M.
Where does Texas Trust Credit Union Retirement Income Plan rank by assets among Form 5500 filers? ▼
Texas Trust Credit Union Retirement Income Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Texas Trust Credit Union Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Acuity Brands, Inc. Pension Plan in GA ($69M, 905 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Trust Credit Union Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants, $78M 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 750763606.

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.