401(k) · DOL Form 5500 · 2023

First Command Financial Planning, Inc. 401(k) Plan

Data updated 2026-08-25

$217M
Total assets Near avg plan size
777
Participants Near avg headcount
95th
Percentile by assets National rank
$279,126
Avg per participant High balance/head
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Official DOL plan name: First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan · Sponsored by First Command Financial Planning, Inc. · Texas · Finance & Insurance

$217M in assets, 777 participants

First Command Financial Planning, Inc.'s First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan reported $217M in total assets and 777 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,166 in Finance & Insurance (8,869 peers)

Where First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits by assets

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $217M for 777 participants (~$279,126/participant), up 13.5% in 2023.

#8,166
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY
2.2×
vs typical plan assets (national mean)

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan's outsized position by total assets

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs every filed plan by assets

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

$216,880,556 Top 5% higher than 95% 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

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership 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. First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits mid-pack in the medium band (777 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan reported net income fell from $24M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan end-of-year assets rose from $191M in the plan year 2022 filing to $217M in the plan year 2023 filing.
  • First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan reported participants rose from 753 in the plan year 2022 filing to 777 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751054341 · First Command Financial Planning, Inc. PY 2023 · 401(k)

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan · $217M · 777 · 95th

  • PART $217M
  • TYPE 777
  • NET 95th
  • BOOK 401(k)
  • VS-ST near Cort 401(k) Retirement Savings Plan
  • BOY ind #8166

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 →

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan in the asset neighbourhood

Gei Profit Sharing and 401(k) PlanGei Profit Sharing and 401(k…$217MNatera 401(k) Plan$217MCort 401(k) Retirement Savings PlanCort 401(k) Retirement Savin…$217MFirst Command Financial Planning, Inc. 401(k)-Employee Stock Ownership PlanFirst Command Financial Plan…$217MCfa Institute 401(k) Plan$216M
End-of-year total assets ($M) among First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$177M
Net Income$20M
Employer EIN751054341
Plan Effective Date1964-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (First Command Financial Planning, Inc.)

Sponsor-wide plan assets over time

All First Command Financial Planning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$247M 29.172395475164226% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $191M $247M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 753 $191M
2023 1 777 $217M
2024 1 893 $247M

Nearby 401(k) Plans in Texas

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

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan, Total assets ($B): 0.216880556 · Participants: 777First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership 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
First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan side-by-side with 3 peers →

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cort 401(k) Retirement Savings Plan in VA ($217M); by covered participants it is The Love Companies 401(k) Plan in MO (777 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($217M here).

Similar participant headcount

Nearest other-state filings by covered participants (777 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 First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan assets move in 2023? ▼
First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan grew at a solid clip - up 13.5% during 2023, from $191M to $217M. Reported net income was $20M.
How have First Command Financial Planning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Command Financial Planning, Inc.'s sponsor-wide assets grew 29.2%, from $191M to $247M.
Where does First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cort 401(k) Retirement Savings Plan in VA ($217M, 1,975 participants).
Which 401(k) plans cover a similar participant headcount to First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Love Companies 401(k) Plan in MO (777 participants, $16M 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 751054341.

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.