401(k) · DOL Form 5500 · 2024

Credit Union of Texas 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
568
Participants Below avg headcount
75th
Percentile by assets National rank
$47,069
Avg per participant Low balance/head
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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.

  • #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.

#5,318
in Finance & Insurance (8,549 peers)
+23.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Credit Union of Texas 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,735,208 Top 25% higher than 75% of 123,620 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 2024

Credit Union of Texas 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credit Union of Texas 401(k) Plan sits mid-pack in the medium band (568 participants).

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 →

DOL schedule card

Filing strip 750225045 · Credit Union of Texas PY 2024 · 401(k)

Credit Union of Texas 401(k) Plan · $27M · 568 · 75th

  • IND $27M
  • EOY 568
  • 5500 75th
  • ASSETS 401(k)
  • PCT near E.R. Jahna Industries, Inc. 401(k) Plan
  • EIN ind #5318

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 →

Credit Union of Texas 401(k) Plan in the asset neighbourhood

Credit Union of Texas 401(k) PlanCredit Union of Texas 401(k)…$27MHall Contracting of Kentucky, Inc. Davis Bacon/Prevailing Wage, 401(k) Retirement and Profit Sharing PlanHall Contracting of Kentucky…$27ME.R. Jahna Industries, Inc. 401(k) PlanE.R. Jahna Industries, Inc. …$27MDefiniti 401(k) Plan$27MHennessy & Roach 401(k) Savings PlanHennessy & Roach 401(k) Savi…$27M
End-of-year total assets ($M) among Credit Union of Texas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Credit Union of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$27M 64.39125564612085% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.3M $26.7M ▲ +64.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Credit Union of Texas 401(k) Plan, Total assets ($B): 0.026735208 · Participants: 568Credit Union of Texas 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Credit Union of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Credit Union of Texas 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is E.R. Jahna Industries, Inc. 401(k) Plan in FL ($27M); by covered participants it is L & L Products Employees' Profit Sharing Plan and Trust in MI (568 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Credit Union of Texas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L & L Products Employees' Profit Sharing Plan and Trust in MI (568 participants, $186M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750225045.

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.