401(k) · DOL Form 5500 · 2023

Firstmark Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
240
Participants Below avg headcount
68th
Percentile by assets National rank
$63,834
Avg per participant Low balance/head
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Official DOL plan name: Firstmark Credit Union 401(k) Plan · Sponsored by Firstmark Credit Union · Texas · Finance & Insurance

$15M in assets, 240 participants

Firstmark Credit Union's Firstmark Credit Union 401(k) Plan reported $15M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,684 in Finance & Insurance (8,869 peers)

Coverage in Texas

Firstmark Credit Union 401(k) Plan covers 240 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#4,684
in Finance & Insurance (8,869 peers)
+27.2%
assets growth YoY

Firstmark Credit Union 401(k) Plan's outsized position by total assets

Firstmark Credit Union 401(k) Plan vs every filed plan by assets

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

$15,320,141 Top 32% higher than 68% 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

Firstmark Credit Union 401(k) 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. Firstmark Credit Union 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Firstmark Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Firstmark Credit Union 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 740879805 · Firstmark Credit Union PY 2023 · 401(k)

Firstmark Credit Union 401(k) Plan · $15M · 240 · 68th

  • PART $15M
  • PART 240
  • PART 68th
  • PART 401(k)
  • PART near Bane-Welker Equipment, LLC 401(k) Plan
  • PART ind #4684

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 →

Firstmark Credit Union 401(k) Plan in the asset neighbourhood

Firstmark Credit Union 401(k) PlanFirstmark Credit Union 401(k…$15MBane-Welker Equipment, LLC 401(k) PlanBane-Welker Equipment, LLC 4…$15MCar-Part.Com 401(k) Plan$15MVermont Academy Defined Contribution Retirement PlanVermont Academy Defined Cont…$15MTalascend, LLC 401(k) Plan$15M
End-of-year total assets ($M) among Firstmark Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN740879805
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstmark Credit Union)

Sponsor-wide plan assets over time

All Firstmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 40.763221887410275% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $32.4M $19.2M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 329 $32M
2023 2 312 $27M
2024 1 253 $19M

Nearby 401(k) Plans in Texas

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

Firstmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Firstmark Credit Union 401(k) Plan, Total assets ($B): 0.015320141 · Participants: 240Firstmark Credit Union 401(k) PlanAT&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
Firstmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Firstmark Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Bane-Welker Equipment, LLC 401(k) Plan in IN ($15M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Firstmark Credit Union 401(k) Plan assets move in 2023? ▼
Firstmark Credit Union 401(k) Plan grew sharply - up 27.2% during 2023, from $12M to $15M. Reported net income was $3M.
How have Firstmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstmark Credit Union's sponsor-wide assets declined 40.8%, from $32M to $19M.
Which 401(k) plans are similar in size to Firstmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bane-Welker Equipment, LLC 401(k) Plan in IN ($15M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Firstmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants, N/A 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 740879805.

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.