401(k) · DOL Form 5500 · 2023

Credit Union of Texas 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
564
Participants Below avg headcount
74th
Percentile by assets National rank
$38,518
Avg per participant Low balance/head
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Official DOL plan name: Credit Union of Texas 401(k) Plan · Sponsored by Credit Union of Texas · Texas · Finance & Insurance

$22M in assets, 564 participants

Credit Union of Texas's Credit Union of Texas 401(k) Plan reported $22M in total assets and 564 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.

  • #5,425 in Finance & Insurance (8,869 peers)

Credit Union of Texas multi-year trail

Credit Union of Texas's plans moved +64.4% in assets from 2022 to 2024; this filing shows Credit Union of Texas 401(k) Plan at $22M / 564 participants.

#5,425
in Finance & Insurance (8,869 peers)
+33.6%
assets growth YoY

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

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

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

$21,724,286 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

Credit Union of Texas 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. Credit Union of Texas 401(k) Plan sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union of Texas 401(k) Plan reported net income rose from -$140K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Credit Union of Texas 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Credit Union of Texas 401(k) Plan reported participants rose from 535 in the plan year 2022 filing to 564 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750225045 · Credit Union of Texas PY 2023 · 401(k)

Credit Union of Texas 401(k) Plan · $22M · 564 · 74th

  • 5500 $22M
  • 5500 564
  • 5500 74th
  • 5500 401(k)
  • 5500 near E.S. Originals 401(k) Savings Plan
  • 5500 ind #5425

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 →

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

Mass. Bay Brewing Company, Inc. 401(k) PlanMass. Bay Brewing Company, I…$22MCredit Union of Texas 401(k) PlanCredit Union of Texas 401(k)…$22ME.S. Originals 401(k) Savings PlanE.S. Originals 401(k) Saving…$22MPfl Tech, Inc. 401(k) Plan$22MEms-Chemie (North America) Inc. Retirement PlanEms-Chemie (North America) I…$22M
End-of-year total assets ($M) among Credit Union of Texas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Credit Union of Texas multi-year asset trail

Sponsor-wide plan assets over time

All Credit Union of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$27M 64.39125564612085% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.3M $26.7M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 535 $16M
2023 1 564 $22M
2024 1 568 $27M

Credit Union of Texas filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN750225045
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Credit Union of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Credit Union of Texas 401(k) Plan, Total assets ($B): 0.021724286 · Participants: 564Credit Union of Texas 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
Credit Union of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Credit Union of Texas 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is E.S. Originals 401(k) Savings Plan in NY ($22M); by covered participants it is Gulliver Preparatory School, Inc. Employee Savings & Retirement Plan in FL (564 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Credit Union of Texas 401(k) Plan assets move in 2023? ▼
Credit Union of Texas 401(k) Plan surged - up 33.6% during 2023, from $16M to $22M. Reported net income was $5M.
How have Credit Union of Texas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union of Texas's sponsor-wide assets grew 64.4%, from $16M to $27M.
Which 401(k) plans are similar in size to Credit Union of Texas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is E.S. Originals 401(k) Savings Plan in NY ($22M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union of Texas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gulliver Preparatory School, Inc. Employee Savings & Retirement Plan in FL (564 participants, $46M 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 750225045.

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.