401(k) · DOL Form 5500 · 2023

Fivepoint Credit Union 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
212
Participants Below avg headcount
76th
Percentile by assets National rank
$112,023
Avg per participant Below avg balance/head
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Official DOL plan name: Fivepoint Credit Union Thrift and Savings Plan · Sponsored by Fivepoint Credit Union · Texas · Finance & Insurance

$24M in assets, 212 participants

Fivepoint Credit Union's Fivepoint Credit Union Thrift and Savings Plan reported $24M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,603 in Finance & Insurance (8,869 peers)

Coverage in Texas

Fivepoint Credit Union Thrift and Savings Plan covers 212 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $24M.

#5,603
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Fivepoint Credit Union Thrift and Savings Plan's outsized position by total assets

Fivepoint Credit Union Thrift and Savings Plan vs every filed plan by assets

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

$23,748,878 Top 24% higher than 76% 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

Fivepoint Credit Union Thrift and Savings 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. Fivepoint Credit Union Thrift and Savings Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fivepoint Credit Union Thrift and Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fivepoint Credit Union Thrift and Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Fivepoint Credit Union Thrift and Savings Plan reported participants rose from 208 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741109889 · Fivepoint Credit Union PY 2023 · 401(k)

Fivepoint Credit Union Thrift and Savings Plan · $24M · 212 · 76th

  • BOOK $24M
  • BOOK 212
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Nextech Systems, LLC 401(k) Plan
  • BOOK ind #5603

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 →

Fivepoint Credit Union Thrift and Savings Plan in the asset neighbourhood

Fivepoint Credit Union Thrift and Savings PlanFivepoint Credit Union Thrif…$24MNextech Systems, LLC 401(k) PlanNextech Systems, LLC 401(k) …$24MAlbright Stonebridge Group, LLC Profit Sharing PlanAlbright Stonebridge Group, …$24MBlue Ridge Bankshares, Inc. 401(k) PlanBlue Ridge Bankshares, Inc. …$24MBridgestone Hosepower, L.L.C. Retirement Savings PlanBridgestone Hosepower, L.L.C…$24M
End-of-year total assets ($M) among Fivepoint Credit Union Thrift and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN741109889
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fivepoint Credit Union)

Sponsor-wide plan assets over time

All Fivepoint Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.07000412445624% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 208 $21M
2023 1 212 $24M
2024 1 209 $27M

Nearby 401(k) Plans in Texas

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

Fivepoint Credit Union Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fivepoint Credit Union Thrift and Savings Plan, Total assets ($B): 0.023748878 · Participants: 212Fivepoint Credit Union Thrift and Savings 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
Fivepoint Credit Union Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fivepoint Credit Union Thrift and Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Nextech Systems, LLC 401(k) Plan in FL ($24M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Fivepoint Credit Union Thrift and Savings Plan assets move in 2023? ▼
Fivepoint Credit Union Thrift and Savings Plan grew at a solid clip - up 11.5% during 2023, from $21M to $24M. Reported net income was $2M.
How have Fivepoint Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fivepoint Credit Union's sponsor-wide assets grew 29.1%, from $21M to $27M.
Where does Fivepoint Credit Union Thrift and Savings Plan rank by assets among Form 5500 filers? ▼
Fivepoint Credit Union Thrift and Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fivepoint Credit Union Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nextech Systems, LLC 401(k) Plan in FL ($24M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Fivepoint Credit Union Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 741109889.

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.