401(k) · DOL Form 5500 · 2023

Neighborhood Credit Union 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
190
Participants Below avg headcount
74th
Percentile by assets National rank
$113,174
Avg per participant Below avg balance/head
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Official DOL plan name: Neighborhood Credit Union 401(k) Plan and Trust · Sponsored by Neighborhood Credit Union · Texas · Finance & Insurance

$22M in assets, 190 participants

Neighborhood Credit Union's Neighborhood Credit Union 401(k) Plan and Trust reported $22M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,401 in Finance & Insurance (8,869 peers)

Coverage in Texas

Neighborhood Credit Union 401(k) Plan and Trust covers 190 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#5,401
in Finance & Insurance (8,869 peers)
+21.6%
assets growth YoY

Neighborhood Credit Union 401(k) Plan and Trust's outsized position by total assets

Neighborhood Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$21,502,997 Top 26% higher than 74% 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

Neighborhood Credit Union 401(k) Plan and Trust 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. Neighborhood Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neighborhood Credit Union 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Neighborhood Credit Union 401(k) Plan and Trust reported participants rose from 140 in the plan year 2022 filing to 190 in the plan year 2023 filing.
  • Neighborhood Credit Union 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750224670 · Neighborhood Credit Union PY 2023 · 401(k)

Neighborhood Credit Union 401(k) Plan and Trust · $22M · 190 · 74th

  • IND $22M
  • IND 190
  • IND 74th
  • IND 401(k)
  • IND near Refac Optical Group 401(k) Plan
  • IND ind #5401

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 →

Neighborhood Credit Union 401(k) Plan and Trust in the asset neighbourhood

Cyrus Capital Partners, L.P. Incentive Savings PlanCyrus Capital Partners, L.P.…$22MNeighborhood Credit Union 401(k) Plan and TrustNeighborhood Credit Union 40…$22MRefac Optical Group 401(k) PlanRefac Optical Group 401(k) P…$22MSomero Enterprises, Inc 401(k) Profit Sharing Plan and TrustSomero Enterprises, Inc 401(…$22MEquity Trust Company 401(k) PlanEquity Trust Company 401(k) …$21M
End-of-year total assets ($M) among Neighborhood Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN750224670
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighborhood Credit Union)

Sponsor-wide plan assets over time

All Neighborhood Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 35.72677841421772% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.7M $24M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 140 $18M
2023 1 190 $22M
2024 1 187 $24M

Nearby 401(k) Plans in Texas

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

Neighborhood Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Neighborhood Credit Union 401(k) Plan and Trust, Total assets ($B): 0.021502997 · Participants: 190Neighborhood Credit Union 401(k) Plan and TrustAT&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
Neighborhood Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Neighborhood Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Neighborhood Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Refac Optical Group 401(k) Plan in NJ ($22M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Neighborhood Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Neighborhood Credit Union 401(k) Plan and Trust grew sharply - up 21.6% during 2023, from $18M to $22M. Reported net income was $4M.
How have Neighborhood Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighborhood Credit Union's sponsor-wide assets grew 35.7%, from $18M to $24M.
Which 401(k) plans are similar in size to Neighborhood Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Refac Optical Group 401(k) Plan in NJ ($22M, 1,108 participants).
Which 401(k) plans cover a similar participant headcount to Neighborhood Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 750224670.

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.