Defined Benefit (Pension) · DOL Form 5500 · 2023

Texans Credit Union Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
41
Participants Small participant base
42nd
Percentile by assets National rank
$106,880
Avg per participant Below avg balance/head
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Official DOL plan name: Texans Credit Union Defined Benefit Plan and Trust · Sponsored by Texans Credit Union · Texas · Finance & Insurance

$4M in assets, 41 participants

Texans Credit Union's Texans Credit Union Defined Benefit Plan and Trust reported $4M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,605 in Finance & Insurance (8,869 peers)

Texans Credit Union multi-year trail

Texans Credit Union's plans moved +31.6% in assets from 2022 to 2024; this filing shows Texans Credit Union Defined Benefit Plan and Trust at $4M / 41 participants.

#2,605
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY

Texans Credit Union Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Texans Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$4,382,085 42nd percentile higher than 42% 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

Texans Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texans Credit Union Defined Benefit Plan and Trust is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texans Credit Union Defined Benefit Plan and Trust reported net income rose from -$948K in the plan year 2022 filing to $322K in the plan year 2023 filing.
  • Texans Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Texans Credit Union Defined Benefit Plan and Trust reported participants fell from 44 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750992590 · Texans Credit Union PY 2023 · Defined Benefit (Pension)

Texans Credit Union Defined Benefit Plan and Trust · $4M · 41 · 42nd

  • IND $4M
  • IND 41
  • IND 42nd
  • IND Defined Benefit (Pension)
  • IND near Metal Engravers Union Local 34 Pension Plan
  • IND ind #2605

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 →

Texans Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Nextier Bank Pension Plan$4MMark Broudo M.D. P.a. Pension PlanMark Broudo M.D. P.a. Pensio…$4MTexans Credit Union Defined Benefit Plan and TrustTexans Credit Union Defined …$4MMetal Engravers Union Local 34 Pension PlanMetal Engravers Union Local …$4MAllegro International Service Inc. Pension PlanAllegro International Servic…$4M
End-of-year total assets ($M) among Texans Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texans Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Texans Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 31.5680285513362% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $22.2M $29.3M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 287 $22M
2023 2 283 $26M
2024 2 279 $29M

Texans Credit Union filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$322K
Employer EIN750992590
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Texans Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Texans Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.004382085 · Participants: 41Texans Credit Union Defined Benefit Plan and TrustAT&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
Texans Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texans Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Texans Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Metal Engravers Union Local 34 Pension Plan in IL ($4M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (41 participants). Same-state nearby plans are listed separately above.

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 Texans Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Texans Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 7.9% during 2023, from $4M to $4M. Reported net income was $322K.
How have Texans Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texans Credit Union's sponsor-wide assets grew 31.6%, from $22M to $29M.
Which Defined Benefit (Pension) plans are similar in size to Texans Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Metal Engravers Union Local 34 Pension Plan in IL ($4M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texans Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Sterling Insurance Company in NY (41 participants, $19M 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 750992590.

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.