401(k) · DOL Form 5500 · 2023

Greater Texas Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
215
Participants Below avg headcount
72nd
Percentile by assets National rank
$91,445
Avg per participant Below avg balance/head
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Official DOL plan name: Greater Texas Federal Credit Union 401(k) Plan · Sponsored by Greater Texas Federal Credit Union · Texas · Finance & Insurance

$20M in assets, 215 participants

Greater Texas Federal Credit Union's Greater Texas Federal Credit Union 401(k) Plan reported $20M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,214 in Finance & Insurance (8,869 peers)

Coverage in Texas

Greater Texas Federal Credit Union 401(k) Plan covers 215 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#5,214
in Finance & Insurance (8,869 peers)
+19.1%
assets growth YoY

Greater Texas Federal Credit Union 401(k) Plan's outsized position by total assets

Greater Texas Federal Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,660,769 Top 28% higher than 72% of 127,068 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 2023

Greater Texas Federal Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Texas Federal Credit Union 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greater Texas Federal Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Greater Texas Federal Credit Union 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Greater Texas Federal Credit Union 401(k) Plan reported participants rose from 190 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741197940 · Greater Texas Federal Credit Union PY 2023 · 401(k)

Greater Texas Federal Credit Union 401(k) Plan · $20M · 215 · 72nd

  • PART $20M
  • PART 215
  • PART 72nd
  • PART 401(k)
  • PART near Lafayette Engineering, Inc. 401(k) Profit Sharing Plan
  • PART ind #5214

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 →

Greater Texas Federal Credit Union 401(k) Plan in the asset neighbourhood

Greater Texas Federal Credit Union 401(k) PlanGreater Texas Federal Credit…$20MLafayette Engineering, Inc. 401(k) Profit Sharing PlanLafayette Engineering, Inc. …$20MPlumbers Supply Co. 401(k) PlanPlumbers Supply Co. 401(k) P…$20MGovernment Executive Media Group 401(k) PlanGovernment Executive Media G…$20MTakkion Managementco LLC 401(k) PlanTakkion Managementco LLC 401…$20M
End-of-year total assets ($M) among Greater Texas Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN741197940
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greater Texas Federal Credit Union)

Sponsor-wide plan assets over time

All Greater Texas Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.80652762278552% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.8M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 190 $17M
2023 1 215 $20M
2024 1 211 $21M

Nearby 401(k) Plans in Texas

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

Greater Texas Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Greater Texas Federal Credit Union 401(k) Plan, Total assets ($B): 0.019660769 · Participants: 215Greater Texas Federal Credit Union 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Greater Texas Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Greater Texas Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Greater Texas Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lafayette Engineering, Inc. 401(k) Profit Sharing Plan in KY ($20M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greater Texas Federal Credit Union 401(k) Plan assets move in 2023? ▼
Greater Texas Federal Credit Union 401(k) Plan grew sharply - up 19.1% during 2023, from $17M to $20M. Reported net income was $3M.
How have Greater Texas Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greater Texas Federal Credit Union's sponsor-wide assets grew 25.8%, from $17M to $21M.
Which 401(k) plans are similar in size to Greater Texas Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lafayette Engineering, Inc. 401(k) Profit Sharing Plan in KY ($20M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Greater Texas Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741197940.

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.