Defined Benefit (Pension) · DOL Form 5500 · 2023

Shell Federal Credit Union Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
373
Participants Below avg headcount
84th
Percentile by assets National rank
$113,546
Avg per participant Below avg balance/head
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Official DOL plan name: Shell Federal Credit Union Retirement Pension Plan · Sponsored by Shell Federal Credit Union · Texas · Finance & Insurance

$42M in assets, 373 participants

Shell Federal Credit Union's Shell Federal Credit Union Retirement Pension Plan reported $42M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,655 in Finance & Insurance (8,869 peers)

Where Shell Federal Credit Union Retirement Pension Plan sits by assets

Shell Federal Credit Union Retirement Pension Plan sits in the top quartile of all filed plans by assets, $42M for 373 participants (~$113,546/participant), up 24.0% in 2023.

#6,655
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shell Federal Credit Union Retirement Pension Plan's outsized position by total assets

Shell Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$42,352,618 Top 16% higher than 84% 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

Shell Federal Credit Union Retirement Pension 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. Shell Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shell Federal Credit Union Retirement Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Shell Federal Credit Union Retirement Pension Plan end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Shell Federal Credit Union Retirement Pension Plan reported participants rose from 362 in the plan year 2022 filing to 373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741132577 · Shell Federal Credit Union PY 2023 · Defined Benefit (Pension)

Shell Federal Credit Union Retirement Pension Plan · $42M · 373 · 84th

  • PHOTO $42M
  • PHOTO 373
  • PHOTO 84th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Bricklayers & Allied Craftsmen Local 7 Pension
  • PHOTO ind #6655

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 →

Shell Federal Credit Union Retirement Pension Plan in the asset neighbourhood

Pension Plan for Hawaii Dental ServicePension Plan for Hawaii Dent…$42MBricklayers & Allied Craftsmen Local 7 PensionBricklayers & Allied Craftsm…$42MShell Federal Credit Union Retirement Pension PlanShell Federal Credit Union R…$42MThe Winterthur Museum Pension PlanThe Winterthur Museum Pensio…$42MThe Belt Railway Company of Chicago Pension Plan for Non-Schedule EmployeesThe Belt Railway Company of …$42M
End-of-year total assets ($M) among Shell Federal Credit Union Retirement 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)$34M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN741132577
Plan Effective Date1969-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shell Federal Credit Union)

Sponsor-wide plan assets over time

All Shell Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 34.03371518975367% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $45.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 362 $34M
2023 1 373 $42M
2024 1 432 $46M

Nearby Defined Benefit (Pension) Plans in Texas

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

Shell Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Shell Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.042352618 · Participants: 373Shell Federal Credit Union Retirement 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
Shell Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Shell Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

Shell Federal Credit Union Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bricklayers & Allied Craftsmen Local 7 Pension in OH ($42M); by covered participants it is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Shell Federal Credit Union Retirement Pension Plan assets move in 2023? ▼
Shell Federal Credit Union Retirement Pension Plan grew sharply - up 24.0% during 2023, from $34M to $42M. Reported net income was $8M.
How have Shell Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shell Federal Credit Union's sponsor-wide assets grew 34.0%, from $34M to $46M.
Where does Shell Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Shell Federal Credit Union Retirement Pension Plan ranks in the 84th 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 Shell Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers & Allied Craftsmen Local 7 Pension in OH ($42M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shell Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (373 participants, $39M 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 741132577.

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.