401(k) · DOL Form 5500 · 2022

First Command Financial Planning, Inc. 401(k) Plan

Data updated 2026-08-11

$191M
Total assets: 753
Participants: 95th
Percentile by assets: $253,739
Avg per participant

Official DOL plan name: First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan · Sponsored by First Command Financial Planning, Inc. · Texas · Finance & Insurance

$191M in assets, 753 participants

First Command Financial Planning, Inc.'s First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan reported $191M in total assets and 753 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 139,126 plans)
#8,552 in Finance & Insurance (9,261 peers)

Where First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits by assets

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $191M for 753 participants (~$253,739/participant), up 19.2% in 2022.

$191M
total plan assets (2022 EOY): 753
covered participants: 95th
percentile by assets (of 139,126 plans): $253,739
avg assets per participant

Where First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits by total assets

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs every filed plan by assets

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

$191,065,763 Top 5% higher than 95% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Texas

Industry

Finance & Insurance

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$160M
Net Assets (End of Year)	$156M
Net Income	$24M
Employer EIN	751054341
Plan Effective Date	1964-11-05
Filing Status	FILING RECEIVED

Sponsor Plan History (First Command Financial Planning, Inc.)

Total plan assets by year, all First Command Financial Planning, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	753	$191M
2023	1	777	$217M
2024	1	893	$247M

Nearby 401(k) Plans in Texas

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

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare First Command Financial Planning, Inc. 4… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan by total assets, not by location.

Farallon Capital Management Profit Sharing and 401(k) Savings Plan (CA) $191M · 220
Onto Innovation, Inc. 401(k) Savings Plan (NJ) $191M · 858
Kawasaki Motors Manufacturing Corp., U.S.a. 401(k) Savings Plan (NE) $191M · 2,772
Rsa Security 401(k) Plan (MA) $192M · 1,007

Frequently Asked Questions

How did First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan assets move in 2022? ▼

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan grew sharply - up 19.2% during 2022, from $160M to $191M. Reported net income was $24M.

How have First Command Financial Planning, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), First Command Financial Planning, Inc.'s sponsor-wide assets grew 29.2%, from $191M to $247M.

Where does First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by assets is Farallon Capital Management Profit Sharing and 401(k) Savings Plan in CA ($191M, 220 participants).

Next read for First Command Financial Planning, Inc. 4…

Scale reading

Ways to act on First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan's numbers.

By total assets, First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
First Command Financial Planning, Inc.'s sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 751054341.