401(k) · DOL Form 5500 · 2024

Fivepoint Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
209
Participants Below avg headcount
76th
Percentile by assets National rank
$131,554
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fivepoint Credit Union Thrift and Savings Plan · Sponsored by Fivepoint Credit Union · Texas · Finance & Insurance

$27M in assets, 209 participants

Fivepoint Credit Union's Fivepoint Credit Union Thrift and Savings Plan reported $27M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,367 in Finance & Insurance (8,549 peers)

Coverage in Texas

Fivepoint Credit Union Thrift and Savings Plan covers 209 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#5,367
in Finance & Insurance (8,549 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fivepoint Credit Union Thrift and Savings Plan's outsized position by total assets

Fivepoint Credit Union Thrift and Savings Plan vs every filed plan by assets

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

$27,494,753 Top 24% higher than 76% 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

Fivepoint Credit Union Thrift and Savings 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. Fivepoint Credit Union Thrift and Savings Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fivepoint Credit Union Thrift and Savings Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fivepoint Credit Union Thrift and Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Fivepoint Credit Union Thrift and Savings Plan reported participants fell from 212 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741109889 · Fivepoint Credit Union PY 2024 · 401(k)

Fivepoint Credit Union Thrift and Savings Plan · $27M · 209 · 76th

  • PHOTO $27M
  • PHOTO 209
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Church Brothers, LLC 401(k) Plan
  • PHOTO ind #5367

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 →

Fivepoint Credit Union Thrift and Savings Plan in the asset neighbourhood

The Amadas Group, Inc. Savings PlanThe Amadas Group, Inc. Savin…$27MFivepoint Credit Union Thrift and Savings PlanFivepoint Credit Union Thrif…$27MChurch Brothers, LLC 401(k) PlanChurch Brothers, LLC 401(k) …$27MKni Group 401(k) and Profit Sharing PlanKni Group 401(k) and Profit …$27MSc3 401(k) Retirement Savings PlanSc3 401(k) Retirement Saving…$27M
End-of-year total assets ($M) among Fivepoint Credit Union Thrift and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN741109889
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fivepoint Credit Union)

Sponsor-wide plan assets over time

All Fivepoint Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.07000412445624% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 208 $21M
2023 1 212 $24M
2024 1 209 $27M

Nearby 401(k) Plans in Texas

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

Fivepoint Credit Union Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fivepoint Credit Union Thrift and Savings Plan, Total assets ($B): 0.027494753 · Participants: 209Fivepoint Credit Union Thrift and Savings 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
Fivepoint Credit Union Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fivepoint Credit Union Thrift and Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Church Brothers, LLC 401(k) Plan in CA ($27M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Fivepoint Credit Union Thrift and Savings Plan assets move in 2024? ▼
Fivepoint Credit Union Thrift and Savings Plan grew sharply - up 15.8% during 2024, from $24M to $27M. Reported net income was $4M.
How have Fivepoint Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fivepoint Credit Union's sponsor-wide assets grew 29.1%, from $21M to $27M.
Where does Fivepoint Credit Union Thrift and Savings Plan rank by assets among Form 5500 filers? ▼
Fivepoint Credit Union Thrift and Savings Plan ranks in the 76th 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 Fivepoint Credit Union Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Church Brothers, LLC 401(k) Plan in CA ($27M, 1,499 participants).
Which 401(k) plans cover a similar participant headcount to Fivepoint Credit Union Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 741109889.

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.