Defined Benefit (Pension) · DOL Form 5500 · 2023

EECU Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
309
Participants Below avg headcount
89th
Percentile by assets National rank
$228,336
Avg per participant Above avg balance/head
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Official DOL plan name: Eecu Employees Pension Plan · Sponsored by EECU · Texas · Finance & Insurance

$71M in assets, 309 participants

EECU's Eecu Employees Pension Plan reported $71M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,318 in Finance & Insurance (8,869 peers)

Coverage in Texas

Eecu Employees Pension Plan covers 309 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $71M.

#7,318
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Eecu Employees Pension Plan's outsized position by total assets

Eecu Employees Pension Plan vs every filed plan by assets

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

$70,555,891 Top 11% higher than 89% 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

Eecu Employees 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. Eecu Employees Pension Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eecu Employees Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Eecu Employees Pension Plan end-of-year assets rose from $61M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Eecu Employees Pension Plan reported participants fell from 325 in the plan year 2022 filing to 309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750275915 · EECU PY 2023 · Defined Benefit (Pension)

Eecu Employees Pension Plan · $71M · 309 · 89th

  • BOY $71M
  • BOY 309
  • BOY 89th
  • BOY Defined Benefit (Pension)
  • BOY near Retirement Plan of First County Bank
  • BOY ind #7318

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 →

Eecu Employees Pension Plan in the asset neighbourhood

Parker Health Group Inc. Pension PlanParker Health Group Inc. Pen…$71MEecu Employees Pension Plan$71MRetirement Plan of First County BankRetirement Plan of First Cou…$71MHns Management Co Inc Retirement Plan-SalariedHns Management Co Inc Retire…$70MConstellium Rolled Products-Ravenswood LLC Salaried Employees RetiremeConstellium Rolled Products-…$70M
End-of-year total assets ($M) among Eecu Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$71M
Net Income$10M
Employer EIN750275915
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EECU)

Sponsor-wide plan assets over time

All EECU plans reported in each filing year

Latest sponsor-wide plan assets
$128M 30.993540634850554% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $98.1M $128M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 675 $98M
2023 2 663 $114M
2024 2 696 $128M

Nearby Defined Benefit (Pension) Plans in Texas

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

Eecu Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Eecu Employees Pension Plan, Total assets ($B): 0.070555891 · Participants: 309Eecu Employees 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
Eecu Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Eecu Employees Pension Plan side-by-side with 3 peers →

Eecu Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan of First County Bank in CT ($71M); by covered participants it is New York Shakespeare Festival Retirement Plan in NY (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Eecu Employees Pension Plan assets move in 2023? ▼
Eecu Employees Pension Plan grew sharply - up 16.3% during 2023, from $61M to $71M. Reported net income was $10M.
How have EECU plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EECU's sponsor-wide assets grew 31.0%, from $98M to $128M.
Where does Eecu Employees Pension Plan rank by assets among Form 5500 filers? ▼
Eecu Employees Pension Plan ranks in the 89th 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 Eecu Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of First County Bank in CT ($71M, 160 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Eecu Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Shakespeare Festival Retirement Plan in NY (309 participants, $7M 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 750275915.

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.