401(k) · DOL Form 5500 · 2023

Education Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
124
Participants Small participant base
58th
Percentile by assets National rank
$78,742
Avg per participant Below avg balance/head
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Official DOL plan name: Education Credit Union 401(k) Plan · Sponsored by Education Credit Union · Texas · Finance & Insurance

$10M in assets, 124 participants

Education Credit Union's Education Credit Union 401(k) Plan reported $10M in total assets and 124 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.

  • #3,796 in Finance & Insurance (8,869 peers)

Coverage in Texas

Education Credit Union 401(k) Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,796
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY

Education Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Education Credit Union 401(k) Plan vs every filed plan by assets

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

$9,763,964 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

Education Credit Union 401(k) 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. Education Credit Union 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education Credit Union 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Education Credit Union 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Education Credit Union 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750693720 · Education Credit Union PY 2023 · 401(k)

Education Credit Union 401(k) Plan · $10M · 124 · 58th

  • BOOK $10M
  • VS-ST 124
  • BOY 58th
  • SCH 401(k)
  • EBSA near Raceland Raw Sugar LLC 401(k) Plan
  • PART ind #3796

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 →

Education Credit Union 401(k) Plan in the asset neighbourhood

Education Credit Union 401(k) PlanEducation Credit Union 401(k…$10MRaceland Raw Sugar LLC 401(k) PlanRaceland Raw Sugar LLC 401(k…$10MSambrailo Packaging Profit Sharing PlanSambrailo Packaging Profit S…$10MIndependent Pooled Employer PlanIndependent Pooled Employer …$10MGordon, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Education Credit Union 401(k) 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 EIN750693720
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Credit Union)

Sponsor-wide plan assets over time

All Education Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.85261732009305% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.1M $11.6M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 111 $8M
2023 1 124 $10M
2024 1 135 $12M

Nearby 401(k) Plans in Texas

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

Education Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Education Credit Union 401(k) Plan, Total assets ($B): 0.009763964 · Participants: 124Education Credit Union 401(k) 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
Education Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Education Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Raceland Raw Sugar LLC 401(k) Plan in LA ($10M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 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 (124 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 Education Credit Union 401(k) Plan assets move in 2023?
Education Credit Union 401(k) Plan grew sharply - up 20.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have Education Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Education Credit Union's sponsor-wide assets grew 42.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Education Credit Union 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Raceland Raw Sugar LLC 401(k) Plan in LA ($10M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Education Credit Union 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M in assets).