401(k) · DOL Form 5500 · 2024
Education First Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $61,286
- Avg per participant Low balance/head
Official DOL plan name: Education First F.C.U. Employees Savings Plan · Sponsored by Education First Federal Credit Union · Texas · Finance & Insurance
$9M in assets, 154 participants
Education First Federal Credit Union's Education First F.C.U. Employees Savings Plan reported $9M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,289 in Finance & Insurance (8,549 peers)
Coverage in Texas
Education First F.C.U. Employees Savings Plan covers 154 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $9M.
- #3,289
- in Finance & Insurance (8,549 peers)
- +22.6%
- assets growth YoY
Education First F.C.U. Employees Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Education First F.C.U. Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,437,979 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Education First F.C.U. Employees 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. Education First F.C.U. Employees Savings Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Education First F.C.U. Employees Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Education First F.C.U. Employees Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Education First F.C.U. Employees Savings Plan reported participants rose from 140 in the plan year 2023 filing to 154 in the plan year 2024 filing.
DOL schedule card
Filing strip 741186856 · Education First Federal Credit Union PY 2024 · 401(k)
Education First F.C.U. Employees Savings Plan · $9M · 154 · 55th
- PART $9M
- PART 154
- PART 55th
- PART 401(k)
- PART near Wauna Federal Credit Union Savings and Investment Plan
- PART ind #3289
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 →
Education First F.C.U. Employees Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 741186856 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Education First Federal Credit Union)
Sponsor-wide plan assets over time
All Education First Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 41.79619733543349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $7M |
| 2023 | 1 | 140 | $8M |
| 2024 | 1 | 154 | $9M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Education First F.C.U. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Wauna Federal Credit Union Savings and Investment Plan in OR ($9M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- 401(k) Savings Plan for Peter Marino Architect, PLLC (NY) 154 · 0 off
- Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 154 · 0 off
- Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 154 · 0 off
- Barrington Transportation Company, Inc. 401(k) Profit Sharing Trust (IL) 154 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.