Defined Benefit (Pension) · DOL Form 5500 · 2023

Texas Trust Credit Union Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
267
Participants Below avg headcount
90th
Percentile by assets National rank
$294,502
Avg per participant High balance/head
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Official DOL plan name: Texas Trust Credit Union Retirement Income Plan · Sponsored by Texas Trust Credit Union · Texas · Finance & Insurance

$79M in assets, 267 participants

Texas Trust Credit Union's Texas Trust Credit Union Retirement Income Plan reported $79M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,436 in Finance & Insurance (8,869 peers)

Coverage in Texas

Texas Trust Credit Union Retirement Income Plan covers 267 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $79M.

#7,436
in Finance & Insurance (8,869 peers)
+13.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Texas Trust Credit Union Retirement Income Plan's outsized position by total assets

Texas Trust Credit Union Retirement Income Plan vs every filed plan by assets

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

$78,632,142 Top 10% higher than 90% 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

Texas Trust Credit Union Retirement Income 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. Texas Trust Credit Union Retirement Income Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Trust Credit Union Retirement Income Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Texas Trust Credit Union Retirement Income Plan end-of-year assets rose from $69M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Texas Trust Credit Union Retirement Income Plan reported participants rose from 255 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 750763606 · Texas Trust Credit Union PY 2023 · Defined Benefit (Pension)

Texas Trust Credit Union Retirement Income Plan · $79M · 267 · 90th

  • PART $79M
  • PART 267
  • PART 90th
  • PART Defined Benefit (Pension)
  • PART near Retirement Plan for Employees of Meadville Medical Center
  • PART ind #7436

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 →

Texas Trust Credit Union Retirement Income Plan in the asset neighbourhood

Hollow Metal Pension Fund$79MState Department Federal Credit Union Defined Benefit Pension Plan and TrustState Department Federal Cre…$79MRetirement Plan for Employees of Meadville Medical CenterRetirement Plan for Employee…$79MTexas Trust Credit Union Retirement Income PlanTexas Trust Credit Union Ret…$79MColonial Pipeline Company Retirement PlanColonial Pipeline Company Re…$78M
End-of-year total assets ($M) among Texas Trust Credit Union Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$79M
Net Income$9M
Employer EIN750763606
Plan Effective Date1958-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Trust Credit Union)

Sponsor-wide plan assets over time

All Texas Trust Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$106M 27.116456091676227% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $83.7M $106M ▲ +27.1%
Year Plans Participants Total Assets
2022 2 559 $84M
2023 2 579 $95M
2024 2 601 $106M

Nearby Defined Benefit (Pension) Plans in Texas

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

Texas Trust Credit Union Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Texas Trust Credit Union Retirement Income Plan, Total assets ($B): 0.078632142 · Participants: 267Texas Trust Credit Union Retirement Income 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
Texas Trust Credit Union Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Trust Credit Union Retirement Income Plan side-by-side with 3 peers →

Texas Trust Credit Union Retirement Income 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 for Employees of Meadville Medical Center in PA ($79M); by covered participants it is Campbell Clinic, P.C. Cash Balance Pension Plan in TN (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Texas Trust Credit Union Retirement Income Plan assets move in 2023? ▼
Texas Trust Credit Union Retirement Income Plan grew at a solid clip - up 13.6% during 2023, from $69M to $79M. Reported net income was $9M.
How have Texas Trust Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Trust Credit Union's sponsor-wide assets grew 27.1%, from $84M to $106M.
Where does Texas Trust Credit Union Retirement Income Plan rank by assets among Form 5500 filers? ▼
Texas Trust Credit Union Retirement Income Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Texas Trust Credit Union Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Meadville Medical Center in PA ($79M, 239 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Trust Credit Union Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Campbell Clinic, P.C. Cash Balance Pension Plan in TN (267 participants, $33M 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 750763606.

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.