401(k) · DOL Form 5500 · 2024

Credit Union of Texas 401(k) Plan

Data updated 2026-08-11

$27M
Total assets
568
Participants
75th
Percentile by assets
$47,069
Avg per participant
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Official DOL plan name: Credit Union of Texas 401(k) Plan · Sponsored by Credit Union of Texas · Texas · Finance & Insurance

$27M in assets, 568 participants

Credit Union of Texas's Credit Union of Texas 401(k) Plan reported $27M in total assets and 568 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #5,318 in Finance & Insurance (8,549 peers)

Where Credit Union of Texas 401(k) Plan sits by assets

Credit Union of Texas 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 568 participants (~$47,069/participant), up 23.1% in 2024.

$27M
total plan assets (2024 EOY)
568
covered participants
75th
percentile by assets (of 123,622 plans)
$47,069
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Credit Union of Texas 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Credit Union of Texas 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Credit Union of Texas 401(k) Plan vs the 2024 asset distribution

By assets, Credit Union of Texas 401(k) Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN750225045
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union of Texas)

$15M$20M$25M$30M 202220232024 $16.3M $26.7M ▲ +64.5%
Total plan assets by year, all Credit Union of Texas plans on file
Year Plans Participants Total Assets
2022 1 535 $16M
2023 1 564 $22M
2024 1 568 $27M

Nearby 401(k) Plans in Texas

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

Credit Union of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Credit Union of Texas 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 Credit Union of Texa…AT&T Retirement Savi…Exxonmobil Savings P…Chevron Employee Sav…Caterpillar 401(k) S…Southwest Airlines C…
Credit Union of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Credit Union of Texas 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Credit Union of Texas 401(k) Plan assets move in 2024?
Credit Union of Texas 401(k) Plan grew sharply - up 23.1% during 2024, from $22M to $27M. Reported net income was $5M.
How have Credit Union of Texas plan assets changed over time?
Across 3 plan years on file (2022-2024), Credit Union of Texas's sponsor-wide assets grew 64.4%, from $16M to $27M.
Where does Credit Union of Texas 401(k) Plan rank by assets among Form 5500 filers?
Credit Union of Texas 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Credit Union of Texas 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is E.R. Jahna Industries, Inc. 401(k) Plan in FL ($27M, 150 participants).

Next read for Credit Union of Texas 401(k) Plan

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