Defined Benefit (Pension) · DOL Form 5500 · 2022

Firstmark Credit Union Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
87
Participants Small participant base
78th
Percentile by assets National rank
$233,561
Avg per participant Above avg balance/head
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Official DOL plan name: Firstmark Credit Union Retirement Pension Plan · Sponsored by Firstmark Credit Union · Texas · Finance & Insurance

$20M in assets, 87 participants

Firstmark Credit Union's Firstmark Credit Union Retirement Pension Plan reported $20M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,951 in Finance & Insurance (9,261 peers)

Where Firstmark Credit Union Retirement Pension Plan sits by assets

Firstmark Credit Union Retirement Pension Plan sits in the top quartile of all filed plans by assets, $20M for 87 participants (~$233,561/participant), down 17.0% in 2022.

#5,951
in Finance & Insurance (9,261 peers)
-17.0%
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.

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

Firstmark Credit Union Retirement Pension Plan vs every filed plan by assets

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

$20,319,787 Top 22% higher than 78% 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 Retirement Pension Plan among smaller 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 Retirement Pension Plan is a small filing (87 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 740879805 · Firstmark Credit Union PY 2022 · Defined Benefit (Pension)

Firstmark Credit Union Retirement Pension Plan · $20M · 87 · 78th

  • PCT $20M
  • EIN 87
  • RANK 78th
  • PHOTO Defined Benefit (Pension)
  • IND near Jewish Guild for the Blind Bargaining Unit Employees' Pension Plan
  • EOY ind #5951

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 Retirement Pension Plan in the asset neighbourhood

Golden Svcs Pension Plan$20MFirstmark Credit Union Retirement Pension PlanFirstmark Credit Union Retir…$20MJewish Guild for the Blind Bargaining Unit Employees' Pension PlanJewish Guild for the Blind B…$20MBricklayers Local No. 1 of Ky. Pension Trust FundBricklayers Local No. 1 of K…$20MR. W. Sidley, Inc. Employees' Retirement PlanR. W. Sidley, Inc. Employees…$20M
End-of-year total assets ($M) among Firstmark 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)$24M
Net Assets (End of Year)$20M
Net Income-$4M
Employer EIN740879805
Plan Effective Date1973-09-01
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 Defined Benefit (Pension) Plans in Texas

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

Firstmark 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 ($B) Participants Firstmark Credit Union Retirement Pension Plan, Total assets ($B): 0.020319787 · Participants: 87Firstmark 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
Firstmark Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Firstmark Credit Union Retirement Pension Plan side-by-side with 3 peers →

Firstmark 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 Jewish Guild for the Blind Bargaining Unit Employees' Pension Plan in NY ($20M); by covered participants it is Columbus Orthopaedic Clinic, P.a. Cash Balance Plan in MS (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Retirement Pension Plan assets move in 2022? ▼
Firstmark Credit Union Retirement Pension Plan declined sharply - down 17.0% during 2022, from $24M to $20M. Reported net income was -$4M.
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.
Where does Firstmark Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Firstmark Credit Union Retirement Pension Plan ranks in the 78th 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 Firstmark Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jewish Guild for the Blind Bargaining Unit Employees' Pension Plan in NY ($20M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Firstmark Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Columbus Orthopaedic Clinic, P.a. Cash Balance Plan in MS (87 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.