401(k) · DOL Form 5500 · 2023

Jsc Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
334
Participants Below avg headcount
74th
Percentile by assets National rank
$63,158
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jsc Federal Credit Union 401(k) Plan and Trust · Sponsored by Jsc Federal Credit Union · Texas · Finance & Insurance

$21M in assets, 334 participants

Jsc Federal Credit Union's Jsc Federal Credit Union 401(k) Plan and Trust reported $21M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,366 in Finance & Insurance (8,869 peers)

Coverage in Texas

Jsc Federal Credit Union 401(k) Plan and Trust covers 334 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#5,366
in Finance & Insurance (8,869 peers)
+14.7%
assets growth YoY

Jsc Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Jsc Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$21,094,854 Top 26% higher than 74% 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

Jsc Federal Credit Union 401(k) Plan and Trust 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. Jsc Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jsc Federal Credit Union 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jsc Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Jsc Federal Credit Union 401(k) Plan and Trust reported participants rose from 315 in the plan year 2022 filing to 334 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741457691 · Jsc Federal Credit Union PY 2023 · 401(k)

Jsc Federal Credit Union 401(k) Plan and Trust · $21M · 334 · 74th

  • NET $21M
  • BOOK 334
  • VS-ST 74th
  • BOY 401(k)
  • SCH near Wedgworth Farms Inc. 401(k) Profit Sharing Plan
  • EBSA ind #5366

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 →

Jsc Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Wedgworth Farms Inc. 401(k) Profit Sharing PlanWedgworth Farms Inc. 401(k) …$21MNetatwork, Inc. 401(k) Profit Sharing PlanNetatwork, Inc. 401(k) Profi…$21MJsc Federal Credit Union 401(k) Plan and TrustJsc Federal Credit Union 401…$21MThe Q.E.P. Co., Inc. 401(k) PlanThe Q.E.P. Co., Inc. 401(k) …$21MHerzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$21M
End-of-year total assets ($M) among Jsc Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN741457691
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jsc Federal Credit Union)

Sponsor-wide plan assets over time

All Jsc Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 32.20135147934889% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.4M $24.3M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 315 $18M
2023 1 334 $21M
2024 1 409 $24M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jsc Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jsc Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.021094854 · Participants: 334Jsc Federal Credit Union 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jsc Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jsc Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Jsc Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wedgworth Farms Inc. 401(k) Profit Sharing Plan in FL ($21M); by covered participants it is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Jsc Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Jsc Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 14.7% during 2023, from $18M to $21M. Reported net income was $3M.
How have Jsc Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jsc Federal Credit Union's sponsor-wide assets grew 32.2%, from $18M to $24M.
Which 401(k) plans are similar in size to Jsc Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wedgworth Farms Inc. 401(k) Profit Sharing Plan in FL ($21M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Jsc Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants, $12M 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 741457691.

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.