Defined Benefit (Pension) · DOL Form 5500 · 2023

Community Resource Credit Union Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
97
Participants Small participant base
80th
Percentile by assets National rank
$336,577
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Resource Credit Union Pension Plan · Sponsored by Community Resource Credit Union · Texas · Finance & Insurance

$33M in assets, 97 participants

Community Resource Credit Union's Community Resource Credit Union Pension Plan reported $33M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,209 in Finance & Insurance (8,869 peers)

Where Community Resource Credit Union Pension Plan sits by assets

Community Resource Credit Union Pension Plan sits in the top quartile of all filed plans by assets, $33M for 97 participants (~$336,577/participant), up 10.4% in 2023.

#6,209
in Finance & Insurance (8,869 peers)
+10.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community Resource Credit Union Pension Plan's outsized position by total assets

Community Resource Credit Union Pension Plan vs every filed plan by assets

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

$32,648,007 Top 20% higher than 80% 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

Community Resource Credit Union Pension 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. Community Resource Credit Union Pension Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Resource Credit Union Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Community Resource Credit Union Pension Plan reported participants fell from 112 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Community Resource Credit Union Pension Plan end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741109927 · Community Resource Credit Union PY 2023 · Defined Benefit (Pension)

Community Resource Credit Union Pension Plan · $33M · 97 · 80th

  • TYPE $33M
  • TYPE 97
  • TYPE 80th
  • TYPE Defined Benefit (Pension)
  • TYPE near Allied Aviation New York Services Pension Plan
  • TYPE ind #6209

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 →

Community Resource Credit Union Pension Plan in the asset neighbourhood

Detroit Institute of Arts Pension PlanDetroit Institute of Arts Pe…$33MAllied Aviation New York Services Pension PlanAllied Aviation New York Ser…$33MCommunity Resource Credit Union Pension PlanCommunity Resource Credit Un…$33MNational Bankshares, Inc. Retirement Income PlanNational Bankshares, Inc. Re…$33MCampbell Clinic, P.C. Cash Balance Pension PlanCampbell Clinic, P.C. Cash B…$33M
End-of-year total assets ($M) among Community Resource Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN741109927
Plan Effective Date1967-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Resource Credit Union)

Sponsor-wide plan assets over time

All Community Resource Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 21.2737052046394% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.7M $51.8M ▲ +21.3%
Year Plans Participants Total Assets
2022 2 268 $43M
2023 2 264 $48M
2024 2 257 $52M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Community Resource Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Community Resource Credit Union Pension Plan, Total assets ($B): 0.032648007 · Participants: 97Community Resource Credit Union Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Community Resource Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Community Resource Credit Union Pension Plan side-by-side with 3 peers →

Community Resource Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Allied Aviation New York Services Pension Plan in NY ($33M); by covered participants it is Cwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Community Resource Credit Union Pension Plan assets move in 2023? ▼
Community Resource Credit Union Pension Plan grew at a solid clip - up 10.4% during 2023, from $30M to $33M. Reported net income was $3M.
How have Community Resource Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Resource Credit Union's sponsor-wide assets grew 21.3%, from $43M to $52M.
Where does Community Resource Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Community Resource Credit Union Pension Plan ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to Community Resource Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allied Aviation New York Services Pension Plan in NY ($33M, 129 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Resource Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen Plan in RI (97 participants, $105M 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 741109927.

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.