Defined Benefit (Pension) · DOL Form 5500 · 2023

City Credit Union Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
96
Participants Small participant base
58th
Percentile by assets National rank
$102,614
Avg per participant Below avg balance/head
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Official DOL plan name: City Credit Union Defined Benefit Plan · Sponsored by City Credit Union · Texas · Finance & Insurance

$10M in assets, 96 participants

City Credit Union's City Credit Union Defined Benefit Plan reported $10M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,820 in Finance & Insurance (8,869 peers)

City Credit Union multi-year trail

City Credit Union's plans moved +46.6% in assets from 2022 to 2024; this filing shows City Credit Union Defined Benefit Plan at $10M / 96 participants.

#3,820
in Finance & Insurance (8,869 peers)
+9.7%
assets growth YoY

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

City Credit Union Defined Benefit Plan vs every filed plan by assets

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

$9,850,966 Top 42% higher than 58% 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

City Credit Union Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. City Credit Union Defined Benefit Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • City Credit Union Defined Benefit Plan reported net income rose from -$2M in the plan year 2022 filing to $874K in the plan year 2023 filing.
  • City Credit Union Defined Benefit Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • City Credit Union Defined Benefit Plan reported participants rose from 90 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750692281 · City Credit Union PY 2023 · Defined Benefit (Pension)

City Credit Union Defined Benefit Plan · $10M · 96 · 58th

  • PCT $10M
  • EIN 96
  • RANK 58th
  • PHOTO Defined Benefit (Pension)
  • IND near Sterling Spring, L.L.C. Retirement Plan
  • EOY ind #3820

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 →

City Credit Union Defined Benefit Plan in the asset neighbourhood

Simpson Employees Retirement TrustSimpson Employees Retirement…$10MSterling Spring, L.L.C. Retirement PlanSterling Spring, L.L.C. Reti…$10MSouthwestern Community Action Council, Inc. Retirement Income PlanSouthwestern Community Actio…$10MCity Credit Union Defined Benefit PlanCity Credit Union Defined Be…$10MUsw Career Pension Plan for Appendix a Usw-Represented EmployeesUsw Career Pension Plan for …$10M
End-of-year total assets ($M) among City Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

City Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All City Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$21M 46.5575823463221% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $20.9M ▲ +46.6%
Year Plans Participants Total Assets
2022 2 190 $14M
2023 2 209 $16M
2024 2 205 $21M

City Credit Union filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$874K
Employer EIN750692281
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

City Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants City Credit Union Defined Benefit Plan, Total assets ($B): 0.009850966 · Participants: 96City Credit Union Defined Benefit PlanAT&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
City Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare City Credit Union Defined Benefit Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Sterling Spring, L.L.C. Retirement Plan in IL ($10M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 City Credit Union Defined Benefit Plan assets move in 2023? ▼
City Credit Union Defined Benefit Plan grew at a solid clip - up 9.7% during 2023, from $9M to $10M. Reported net income was $874K.
How have City Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), City Credit Union's sponsor-wide assets grew 46.6%, from $14M to $21M.
Which Defined Benefit (Pension) plans are similar in size to City Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sterling Spring, L.L.C. Retirement Plan in IL ($10M, 112 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to City Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 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 750692281.

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.