Defined Benefit (Pension) · DOL Form 5500 · 2023

Generations Community Federal Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
147
Participants Small participant base
77th
Percentile by assets National rank
$179,896
Avg per participant Above avg balance/head
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Official DOL plan name: Generations Community Federal Credit Union Retirement Pension Plan · Sponsored by Generations Community Federal Credit Union · Texas · Finance & Insurance

$26M in assets, 147 participants

Generations Community Federal Credit Union's Generations Community Federal Credit Union Retirement Pension Plan reported $26M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,811 in Finance & Insurance (8,869 peers)

Coverage in Texas

Generations Community Federal Credit Union Retirement Pension Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#5,811
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$26,444,639 Top 23% higher than 77% 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

Generations Community 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. Generations Community Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Generations Community Federal Credit Union Retirement Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Generations Community Federal Credit Union Retirement Pension Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Generations Community Federal Credit Union Retirement Pension Plan reported participants fell from 151 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741117333 · Generations Community Federal Credit Union PY 2023 · Defined Benefit (Pension)

Generations Community Federal Credit Union Retirement Pension Plan · $26M · 147 · 77th

  • SCH $26M
  • EBSA 147
  • PART 77th
  • TYPE Defined Benefit (Pension)
  • NET near Clifford Chance US LLP Partner Pension Plan I
  • BOOK ind #5811

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 →

Generations Community Federal Credit Union Retirement Pension Plan in the asset neighbourhood

Clifford Chance US LLP Partner Pension Plan IClifford Chance US LLP Partn…$26MGenerations Community Federal Credit Union Retirement Pension PlanGenerations Community Federa…$26MThe People-to-People Health Foundation, Inc. Pension PlanThe People-to-People Health …$26MListerhill Credit Union Cash Balance Defined Benefit Plan and TrustListerhill Credit Union Cash…$26MRetirement Plan of Forbes Management Company Inc.Retirement Plan of Forbes Ma…$26M
End-of-year total assets ($M) among Generations Community Federal Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN741117333
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generations Community Federal Credit Union)

Sponsor-wide plan assets over time

All Generations Community Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$43M 13.489890376468042% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $38.3M $43.4M ▲ +13.5%
Year Plans Participants Total Assets
2022 2 331 $38M
2023 2 341 $41M
2024 2 361 $43M

Nearby Defined Benefit (Pension) Plans in Texas

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

Generations Community 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 ($B) Participants Generations Community Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.026444639 · Participants: 147Generations Community 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
Generations Community Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Generations Community Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

Generations Community 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 Clifford Chance US LLP Partner Pension Plan I in NY ($26M); by covered participants it is Estwing Manufacturing Company, Inc. Pension Plan in IL (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Generations Community Federal Credit Union Retirement Pension Plan assets move in 2023? ▼
Generations Community Federal Credit Union Retirement Pension Plan grew at a solid clip - up 8.8% during 2023, from $24M to $26M. Reported net income was $2M.
How have Generations Community Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generations Community Federal Credit Union's sponsor-wide assets grew 13.5%, from $38M to $43M.
Where does Generations Community Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Generations Community Federal Credit Union Retirement Pension Plan ranks in the 77th 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 Generations Community Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Clifford Chance US LLP Partner Pension Plan I in NY ($26M, 81 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Generations Community Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Estwing Manufacturing Company, Inc. Pension Plan in IL (147 participants, $11M 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 741117333.

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.