401(k) · DOL Form 5500 · 2023

United Texas Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
56
Participants Small participant base
60th
Percentile by assets National rank
$192,306
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Texas Credit Union 401(k) Plan · Sponsored by United Texas Credit Union · Texas · Finance & Insurance

$11M in assets, 56 participants

United Texas Credit Union's United Texas Credit Union 401(k) Plan reported $11M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,988 in Finance & Insurance (8,869 peers)

United Texas Credit Union multi-year trail

United Texas Credit Union's plans moved +23.2% in assets from 2022 to 2024; this filing shows United Texas Credit Union 401(k) Plan at $11M / 56 participants.

#3,988
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY

United Texas Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$10,769,156 Top 40% higher than 60% 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

United Texas Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Texas Credit Union 401(k) Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Texas Credit Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • United Texas Credit Union 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • United Texas Credit Union 401(k) Plan reported participants fell from 63 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741241284 · United Texas Credit Union PY 2023 · 401(k)

United Texas Credit Union 401(k) Plan · $11M · 56 · 60th

  • NET $11M
  • BOOK 56
  • VS-ST 60th
  • BOY 401(k)
  • SCH near Tape 401(k) Plan
  • EBSA ind #3988

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 →

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

United Texas Credit Union 401(k) PlanUnited Texas Credit Union 40…$11MTape 401(k) Plan$11M7 Cedars 401(k) Plan$11MPrivate Industry Council Retirement Savings PlanPrivate Industry Council Ret…$11MCulmen Real Estate Services Retirement PlanCulmen Real Estate Services …$11M
End-of-year total assets ($M) among United Texas Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Texas Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All United Texas Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 23.188503722473126% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.43M $11.6M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 63 $9M
2023 1 56 $11M
2024 1 58 $12M

United Texas Credit Union filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN741241284
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

United Texas 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 ($B) Participants United Texas Credit Union 401(k) Plan, Total assets ($B): 0.010769156 · Participants: 56United Texas 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
United Texas Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

United Texas 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 Tape 401(k) Plan in VA ($11M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 United Texas Credit Union 401(k) Plan assets move in 2023?
United Texas Credit Union 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $9M to $11M. Reported net income was $1M.
How have United Texas Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), United Texas Credit Union's sponsor-wide assets grew 23.2%, from $9M to $12M.
Which 401(k) plans are similar in size to United Texas Credit Union 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tape 401(k) Plan in VA ($11M, 117 participants).
Which 401(k) plans cover a similar participant headcount to United Texas Credit Union 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 participants, N/A in assets).