Defined Benefit (Pension) · DOL Form 5500 · 2023

Firstmark Credit Union Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
72
Participants Small participant base
63rd
Percentile by assets National rank
$167,807
Avg per participant Above avg balance/head
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Official DOL plan name: Firstmark Credit Union Retirement Pension Plan · Sponsored by Firstmark Credit Union · Texas · Finance & Insurance

$12M in assets, 72 participants

Firstmark Credit Union's Firstmark Credit Union Retirement Pension Plan reported $12M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,220 in Finance & Insurance (8,869 peers)

Firstmark Credit Union multi-year trail

Firstmark Credit Union's plans moved -40.8% in assets from 2022 to 2024; this filing shows Firstmark Credit Union Retirement Pension Plan at $12M / 72 participants.

#4,220
in Finance & Insurance (8,869 peers)
-40.5%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Firstmark Credit Union Retirement Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Firstmark Credit Union Retirement Pension Plan vs every filed plan by assets

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

$12,082,129 Top 37% higher than 63% 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

Firstmark Credit Union Retirement Pension 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. Firstmark Credit Union Retirement Pension Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Firstmark Credit Union Retirement Pension Plan reported net income fell from -$4M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Firstmark Credit Union Retirement Pension Plan end-of-year assets fell from $20M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Firstmark Credit Union Retirement Pension Plan reported participants fell from 87 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 740879805 · Firstmark Credit Union PY 2023 · Defined Benefit (Pension)

Firstmark Credit Union Retirement Pension Plan · $12M · 72 · 63rd

  • PCT $12M
  • PCT 72
  • PCT 63rd
  • PCT Defined Benefit (Pension)
  • PCT near Tuality Healthcare Cash Balance Pension Plan
  • PCT ind #4220

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 →

Firstmark Credit Union Retirement Pension Plan in the asset neighbourhood

Heritage Village Master Association, Inc. Retirement Income PlanHeritage Village Master Asso…$12MNorris, Inc. Pension Plan$12MConnecticut Legal Services, Inc. Defined Benefit Pension PlanConnecticut Legal Services, …$12MTuality Healthcare Cash Balance Pension PlanTuality Healthcare Cash Bala…$12MFirstmark Credit Union Retirement Pension PlanFirstmark Credit Union Retir…$12M
End-of-year total assets ($M) among Firstmark Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Firstmark Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Firstmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 40.763221887410275% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $32.4M $19.2M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 329 $32M
2023 2 312 $27M
2024 1 253 $19M

Firstmark Credit Union filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$12M
Net Income-$8M
Employer EIN740879805
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Firstmark Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Firstmark Credit Union Retirement Pension Plan, Total assets ($B): 0.012082129 · Participants: 72Firstmark Credit Union Retirement Pension 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
Firstmark Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Firstmark Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Tuality Healthcare Cash Balance Pension Plan in OR ($12M); by covered participants it is Senior Service America, Inc. Staff Pension Plan in MD (72 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 Firstmark Credit Union Retirement Pension Plan assets move in 2023? ▼
Firstmark Credit Union Retirement Pension Plan contracted severely - down 40.5% during 2023, from $20M to $12M. Reported net income was -$8M.
How have Firstmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstmark Credit Union's sponsor-wide assets declined 40.8%, from $32M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Firstmark Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tuality Healthcare Cash Balance Pension Plan in OR ($12M, 635 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Firstmark Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Senior Service America, Inc. Staff Pension Plan in MD (72 participants, $49M 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 740879805.

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.