401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$191M
Total assets Near avg plan size
753
Participants Near avg headcount
95th
Percentile by assets National rank
$253,739
Avg per participant Above avg balance/head
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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.

  • #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.

#8,552
in Finance & Insurance (9,261 peers)
+19.2%
assets growth YoY
1.9×
vs typical plan assets (national mean)

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan's outsized position 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

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

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership 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. First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits mid-pack in the medium band (753 participants).

Plan-year Form 5500 strip

Filing strip 751054341 · First Command Financial Planning, Inc. PY 2022 · 401(k)

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan · $191M · 753 · 95th

  • VS-ST $191M
  • BOY 753
  • SCH 95th
  • EBSA 401(k)
  • PART near Farallon Capital Management Profit Sharing and 401(k) Savings Plan
  • TYPE ind #8552

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 →

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan in the asset neighbourhood

Rsa Security 401(k) Plan$192MFarallon Capital Management Profit Sharing and 401(k) Savings PlanFarallon Capital Management …$191MFirst Command Financial Planning, Inc. 401(k)-Employee Stock Ownership PlanFirst Command Financial Plan…$191MOnto Innovation, Inc. 401(k) Savings PlanOnto Innovation, Inc. 401(k)…$191MKawasaki Motors Manufacturing Corp., U.S.a. 401(k) Savings PlanKawasaki Motors Manufacturin…$191M
End-of-year total assets ($M) among First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$156M
Net Income$24M
Employer EIN751054341
Plan Effective Date1964-11-05
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All First Command Financial Planning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$247M 29.172395475164226% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $191M $247M ▲ +29.2%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan, Total assets ($B): 0.191065763 · Participants: 753First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership PlanAT&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
First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan side-by-side with 3 peers →

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Farallon Capital Management Profit Sharing and 401(k) Savings Plan in CA ($191M); by covered participants it is Sappi North America, Inc. Salaried Investment Plan in MA (753 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (753 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 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).
Which 401(k) plans cover a similar participant headcount to First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sappi North America, Inc. Salaried Investment Plan in MA (753 participants, $305M 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 751054341.

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.