401(k) · DOL Form 5500 · 2024

United Texas Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
58
Participants Small participant base
59th
Percentile by assets National rank
$200,234
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Texas Credit Union 401(k) Plan · Sponsored by United Texas Credit Union · Texas · Finance & Insurance

$12M in assets, 58 participants

United Texas Credit Union's United Texas Credit Union 401(k) Plan reported $12M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,667 in Finance & Insurance (8,549 peers)

United Texas Credit Union multi-year trail

United Texas Credit Union's plans moved +23.2% in assets from 2022 to 2024; this filing shows United Texas Credit Union 401(k) Plan at $12M / 58 participants.

#3,667
in Finance & Insurance (8,549 peers)
+7.8%
assets growth YoY

United Texas Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$11,613,558 Top 41% higher than 59% 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

United Texas Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Texas Credit Union 401(k) Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Texas Credit Union 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $844K in the plan year 2024 filing.
  • United Texas Credit Union 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • United Texas Credit Union 401(k) Plan reported participants rose from 56 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741241284 · United Texas Credit Union PY 2024 · 401(k)

United Texas Credit Union 401(k) Plan · $12M · 58 · 59th

  • EBSA $12M
  • EBSA 58
  • EBSA 59th
  • EBSA 401(k)
  • EBSA near Bob Maxey Lincoln Mercury 401(k) Plan & Trust
  • EBSA ind #3667

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 →

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

United Texas Credit Union 401(k) PlanUnited Texas Credit Union 40…$12MBob Maxey Lincoln Mercury 401(k) Plan & TrustBob Maxey Lincoln Mercury 40…$12MFlash Global Logistics, Inc. 401(k) PlanFlash Global Logistics, Inc.…$12MEnvironmental Incentives, LLC 401(k) PlanEnvironmental Incentives, LL…$12MTony Demaria Electric, Inc. 401(k) Profit Sharing PlanTony Demaria Electric, Inc. …$12M
End-of-year total assets ($M) among United Texas Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

United Texas Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All United Texas Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 23.188503722473126% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.43M $11.6M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 63 $9M
2023 1 56 $11M
2024 1 58 $12M

United Texas Credit Union filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$844K
Employer EIN741241284
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

United Texas Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants United Texas Credit Union 401(k) Plan, Total assets ($B): 0.011613558 · Participants: 58United Texas Credit Union 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
United Texas Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare United Texas Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Bob Maxey Lincoln Mercury 401(k) Plan & Trust in MI ($12M); by covered participants it is Palco Telecom Service, Inc. 401(k) in AL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 United Texas Credit Union 401(k) Plan assets move in 2024? ▼
United Texas Credit Union 401(k) Plan grew at a solid clip - up 7.8% during 2024, from $11M to $12M. Reported net income was $844K.
How have United Texas Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Texas Credit Union's sponsor-wide assets grew 23.2%, from $9M to $12M.
Which 401(k) plans are similar in size to United Texas Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Maxey Lincoln Mercury 401(k) Plan & Trust in MI ($12M, 190 participants).
Which 401(k) plans cover a similar participant headcount to United Texas Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palco Telecom Service, Inc. 401(k) in AL (58 participants, $4M 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 741241284.

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.