Defined Benefit (Pension) · DOL Form 5500 · 2023

Primeway Federal Credit Union Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
37
Participants Small participant base
79th
Percentile by assets National rank
$812,300
Avg per participant High balance/head
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Official DOL plan name: Primeway Federal Credit Union Employees' Defined Benefit Plan · Sponsored by Primeway Federal Credit Union · Texas · Finance & Insurance

$30M in assets, 37 participants

Primeway Federal Credit Union's Primeway Federal Credit Union Employees' Defined Benefit Plan reported $30M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,049 in Finance & Insurance (8,869 peers)

Where Primeway Federal Credit Union Employees' Defined Benefit Plan sits by assets

Primeway Federal Credit Union Employees' Defined Benefit Plan sits in the top quartile of all filed plans by assets, $30M for 37 participants (~$812,300/participant), up 15.6% in 2023.

#6,049
in Finance & Insurance (8,869 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Primeway Federal Credit Union Employees' Defined Benefit Plan's outsized position by total assets

Primeway Federal Credit Union Employees' Defined Benefit Plan vs every filed plan by assets

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

$30,055,114 Top 21% higher than 79% 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

Primeway Federal Credit Union Employees' 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. Primeway Federal Credit Union Employees' Defined Benefit Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primeway Federal Credit Union Employees' Defined Benefit Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Primeway Federal Credit Union Employees' Defined Benefit Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Primeway Federal Credit Union Employees' Defined Benefit Plan reported participants fell from 39 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741152784 · Primeway Federal Credit Union PY 2023 · Defined Benefit (Pension)

Primeway Federal Credit Union Employees' Defined Benefit Plan · $30M · 37 · 79th

  • PART $30M
  • TYPE 37
  • NET 79th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Twin Cities & Vicinity Conference Board Pension Trust
  • BOY ind #6049

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 →

Primeway Federal Credit Union Employees' Defined Benefit Plan in the asset neighbourhood

Pension Plan of Renfro CorporationPension Plan of Renfro Corpo…$30MUnited States Sugar Corp - Rip Retirement Income PlanUnited States Sugar Corp - R…$30MGreene, Tweed & Co., Inc. Union Employees Pension PlanGreene, Tweed & Co., Inc. Un…$30MPrimeway Federal Credit Union Employees' Defined Benefit PlanPrimeway Federal Credit Unio…$30MTwin Cities & Vicinity Conference Board Pension TrustTwin Cities & Vicinity Confe…$30M
End-of-year total assets ($M) among Primeway Federal Credit Union Employees' Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN741152784
Plan Effective Date1959-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primeway Federal Credit Union)

Sponsor-wide plan assets over time

All Primeway Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 31.525659109917125% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $45.1M ▲ +31.5%
Year Plans Participants Total Assets
2022 2 179 $34M
2023 2 163 $40M
2024 2 181 $45M

Nearby Defined Benefit (Pension) Plans in Texas

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

Primeway Federal Credit Union Employees' Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Primeway Federal Credit Union Employees' Defined Benefit Plan, Total assets ($B): 0.030055114 · Participants: 37Primeway Federal Credit Union Employees' 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
Primeway Federal Credit Union Employees' Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Primeway Federal Credit Union Employees' Defined Benefit Plan side-by-side with 3 peers →

Primeway Federal Credit Union Employees' 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 Twin Cities & Vicinity Conference Board Pension Trust in MN ($30M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Primeway Federal Credit Union Employees' Defined Benefit Plan assets move in 2023? ▼
Primeway Federal Credit Union Employees' Defined Benefit Plan grew sharply - up 15.6% during 2023, from $26M to $30M. Reported net income was $4M.
How have Primeway Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primeway Federal Credit Union's sponsor-wide assets grew 31.5%, from $34M to $45M.
Where does Primeway Federal Credit Union Employees' Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Primeway Federal Credit Union Employees' Defined Benefit Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Primeway Federal Credit Union Employees' Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin Cities & Vicinity Conference Board Pension Trust in MN ($30M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Primeway Federal Credit Union Employees' Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 741152784.

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.