401(k) · DOL Form 5500 · 2023

First Service Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
201
Participants Below avg headcount
68th
Percentile by assets National rank
$77,483
Avg per participant Below avg balance/head
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Official DOL plan name: First Service Credit Union 401(k) Plan and Trust · Sponsored by First Service Credit Union · Texas · Finance & Insurance

$16M in assets, 201 participants

First Service Credit Union's First Service Credit Union 401(k) Plan and Trust reported $16M in total assets and 201 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.

  • #4,721 in Finance & Insurance (8,869 peers)

Coverage in Texas

First Service Credit Union 401(k) Plan and Trust covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#4,721
in Finance & Insurance (8,869 peers)
+63.2%
assets growth YoY

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

First Service Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$15,573,983 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

First Service 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. First Service Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Service Credit Union 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • First Service Credit Union 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • First Service Credit Union 401(k) Plan and Trust reported participants rose from 181 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 746046840 · First Service Credit Union PY 2023 · 401(k)

First Service Credit Union 401(k) Plan and Trust · $16M · 201 · 68th

  • SCH $16M
  • SCH 201
  • SCH 68th
  • SCH 401(k)
  • SCH near Avania 401(k) Retirement Plan
  • SCH ind #4721

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 →

First Service Credit Union 401(k) Plan and Trust in the asset neighbourhood

First Service Credit Union 401(k) Plan and TrustFirst Service Credit Union 4…$16MAvania 401(k) Retirement Plan$16MAsembia, LLC 401(k) Profit Sharing PlanAsembia, LLC 401(k) Profit S…$16MNebraskaland/Kansasland Retirement PlanNebraskaland/Kansasland Reti…$16MParchment LLC 401(k) Profit Sharing Plan and TrustParchment LLC 401(k) Profit …$16M
End-of-year total assets ($M) among First Service 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)$10M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN746046840
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Service Credit Union)

Sponsor-wide plan assets over time

All First Service Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 79.5786513114832% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.54M $17.1M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 181 $10M
2023 1 201 $16M
2024 1 278 $17M

Nearby 401(k) Plans in Texas

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

First Service 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 ($B) Participants First Service Credit Union 401(k) Plan and Trust, Total assets ($B): 0.015573983 · Participants: 201First Service 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
First Service Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Service Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

First Service 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 Avania 401(k) Retirement Plan in MA ($16M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 First Service Credit Union 401(k) Plan and Trust assets move in 2023? ▼
First Service Credit Union 401(k) Plan and Trust surged - up 63.2% during 2023, from $10M to $16M. Reported net income was $2M.
How have First Service Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Service Credit Union's sponsor-wide assets grew 79.6%, from $10M to $17M.
Which 401(k) plans are similar in size to First Service Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Avania 401(k) Retirement Plan in MA ($16M, 150 participants).
Which 401(k) plans cover a similar participant headcount to First Service Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 746046840.

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.