401(k) · DOL Form 5500 · 2023

Education First Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
140
Participants Small participant base
53rd
Percentile by assets National rank
$54,987
Avg per participant Low balance/head
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Official DOL plan name: Education First F.C.U. Employees Savings Plan · Sponsored by Education First Federal Credit Union · Texas · Finance & Insurance

$8M in assets, 140 participants

Education First Federal Credit Union's Education First F.C.U. Employees Savings Plan reported $8M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,381 in Finance & Insurance (8,869 peers)

Coverage in Texas

Education First F.C.U. Employees Savings Plan covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#3,381
in Finance & Insurance (8,869 peers)
+15.7%
assets growth YoY

Education First F.C.U. Employees Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Education First F.C.U. Employees Savings Plan vs every filed plan by assets

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

$7,698,165 Top 47% higher than 53% 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

Education First F.C.U. Employees 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. Education First F.C.U. Employees Savings Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education First F.C.U. Employees Savings Plan reported net income rose from -$962K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Education First F.C.U. Employees Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Education First F.C.U. Employees Savings Plan reported participants rose from 136 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741186856 · Education First Federal Credit Union PY 2023 · 401(k)

Education First F.C.U. Employees Savings Plan · $8M · 140 · 53rd

  • PART $8M
  • PART 140
  • PART 53rd
  • PART 401(k)
  • PART near Tscan Therapeutics Inc. 401(k) Plan
  • PART ind #3381

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 →

Education First F.C.U. Employees Savings Plan in the asset neighbourhood

Education First F.C.U. Employees Savings PlanEducation First F.C.U. Emplo…$8MTscan Therapeutics Inc. 401(k) PlanTscan Therapeutics Inc. 401(…$8MPremium Label & Packaging Solutions Retirement PlanPremium Label & Packaging So…$8MTuuci, LLC 401(k) Plan$8MTibbetts Lumber Co LLC 401(k) PlanTibbetts Lumber Co LLC 401(k…$8M
End-of-year total assets ($M) among Education First F.C.U. Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN741186856
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education First Federal Credit Union)

Sponsor-wide plan assets over time

All Education First Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.79619733543349% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.66M $9.44M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 136 $7M
2023 1 140 $8M
2024 1 154 $9M

Nearby 401(k) Plans in Texas

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

Education First F.C.U. Employees Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Education First F.C.U. Employees Savings Plan, Total assets ($B): 0.007698165 · Participants: 140Education First F.C.U. Employees 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
Education First F.C.U. Employees Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Education First F.C.U. Employees Savings Plan side-by-side with 3 peers →

Education First F.C.U. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tscan Therapeutics Inc. 401(k) Plan in MA ($8M); by covered participants it is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Education First F.C.U. Employees Savings Plan assets move in 2023? ▼
Education First F.C.U. Employees Savings Plan grew sharply - up 15.7% during 2023, from $7M to $8M. Reported net income was $1M.
How have Education First Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Education First Federal Credit Union's sponsor-wide assets grew 41.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Education First F.C.U. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tscan Therapeutics Inc. 401(k) Plan in MA ($8M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Education First F.C.U. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants, $4M 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 741186856.

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.