401(k) · DOL Form 5500 · 2023
Texas Bay Credit Union 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $108,198
- Avg per participant Below avg balance/head
Official DOL plan name: Texas Bay Credit Union 401(k) Retirement Savings Plan · Sponsored by Texas Bay Credit Union · Texas · Finance & Insurance
$17M in assets, 157 participants
Texas Bay Credit Union's Texas Bay Credit Union 401(k) Retirement Savings Plan reported $17M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,896 in Finance & Insurance (8,869 peers)
Coverage in Texas
Texas Bay Credit Union 401(k) Retirement Savings Plan covers 157 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $17M.
- #4,896
- in Finance & Insurance (8,869 peers)
- +21.5%
- assets growth YoY
Texas Bay Credit Union 401(k) Retirement Savings Plan's outsized position by total assets
Texas Bay Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,987,062 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Texas Bay Credit Union 401(k) Retirement Savings 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. Texas Bay Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Texas Bay Credit Union 401(k) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Texas Bay Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Texas Bay Credit Union 401(k) Retirement Savings Plan reported participants rose from 138 in the plan year 2022 filing to 157 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 741142852 · Texas Bay Credit Union PY 2023 · 401(k)
Texas Bay Credit Union 401(k) Retirement Savings Plan · $17M · 157 · 70th
- 5500 $17M
- ASSETS 157
- PCT 70th
- EIN 401(k)
- RANK near Domino Data Lab 401(k) Plan
- PHOTO ind #4896
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 →
Texas Bay Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 741142852 |
| Plan Effective Date | 1978-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Bay Credit Union)
Sponsor-wide plan assets over time
All Texas Bay Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 38.8407890368085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $14M |
| 2023 | 1 | 157 | $17M |
| 2024 | 1 | 156 | $19M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Texas Bay Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Domino Data Lab 401(k) Plan in CA ($17M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Domino Data Lab 401(k) Plan (CA) $17M · 219
- Dorothy Lane Market, Inc. 401(k) Retirement Plan (OH) $17M · 527
- Heavy Machines, LLC 401(k) Profit Sharing Plan (TN) $17M · 168
- Seattle Metropolitan Credit Union 401(k) Plan (WA) $17M · 169
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Atticus Bakery, LLC 401(k) Profit Sharing Plan (CT) 157 · 0 off
- Jenkins & Wynne, Inc. 401(k) Retirement Plan (TN) 157 · 0 off
- Eenhoorn LLC 401(k) Plan (MI) 157 · 0 off
- Farmers State Bank Employees' 401(k) Profit Sharing Plan & Trust (IA) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.