401(k) · DOL Form 5500 · 2023

Houston Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
178
Participants Small participant base
59th
Percentile by assets National rank
$56,690
Avg per participant Low balance/head
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Official DOL plan name: Hfcu Retirement Plan · Sponsored by Houston Federal Credit Union · Texas · Finance & Insurance

$10M in assets, 178 participants

Houston Federal Credit Union's Hfcu Retirement Plan reported $10M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,858 in Finance & Insurance (8,869 peers)

Coverage in Texas

Hfcu Retirement Plan covers 178 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,858
in Finance & Insurance (8,869 peers)
+25.2%
assets growth YoY

Hfcu Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Hfcu Retirement Plan vs every filed plan by assets

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

$10,090,874 Top 41% higher than 59% 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

Hfcu Retirement 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. Hfcu Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hfcu Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hfcu Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Hfcu Retirement Plan reported participants rose from 166 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 746050685 · Houston Federal Credit Union PY 2023 · 401(k)

Hfcu Retirement Plan · $10M · 178 · 59th

  • VS-ST $10M
  • BOY 178
  • SCH 59th
  • EBSA 401(k)
  • PART near Biolase, Inc. 401(k) Plan
  • TYPE ind #3858

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 →

Hfcu Retirement Plan in the asset neighbourhood

Hfcu Retirement Plan$10MBiolase, Inc. 401(k) Plan$10MChuck Patterson, Inc. 401(k) Profit Sharing PlanChuck Patterson, Inc. 401(k)…$10MGerald Jones Automotive Group 401(k) PlanGerald Jones Automotive Grou…$10MStar-Ledger / Nmdu 401(k) Savings PlanStar-Ledger / Nmdu 401(k) Sa…$10M
End-of-year total assets ($M) among Hfcu Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN746050685
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Federal Credit Union)

Sponsor-wide plan assets over time

All Houston Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.36776388353676% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.06M $11.8M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 166 $8M
2023 1 178 $10M
2024 1 179 $12M

Nearby 401(k) Plans in Texas

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

Hfcu Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hfcu Retirement Plan, Total assets ($B): 0.010090874 · Participants: 178Hfcu Retirement 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
Hfcu Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hfcu Retirement Plan side-by-side with 3 peers →

Hfcu Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Biolase, Inc. 401(k) Plan in CA ($10M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Hfcu Retirement Plan assets move in 2023? ▼
Hfcu Retirement Plan grew sharply - up 25.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Houston Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Federal Credit Union's sponsor-wide assets grew 46.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Hfcu Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biolase, Inc. 401(k) Plan in CA ($10M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Hfcu Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 746050685.

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.