401(k) · DOL Form 5500 · 2024
Texas Bay Credit Union 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $124,484
- Avg per participant Near avg balance/head
Official DOL plan name: Texas Bay Credit Union 401(k) Retirement Savings Plan · Sponsored by Texas Bay Credit Union · Texas · Finance & Insurance
$19M in assets, 156 participants
Texas Bay Credit Union's Texas Bay Credit Union 401(k) Retirement Savings Plan reported $19M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,655 in Finance & Insurance (8,549 peers)
Coverage in Texas
Texas Bay Credit Union 401(k) Retirement Savings Plan covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $19M.
- #4,655
- in Finance & Insurance (8,549 peers)
- +14.3%
- assets growth YoY
Texas Bay Credit Union 401(k) Retirement Savings Plan's outsized position by total assets
Texas Bay Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,419,489 Top 30% higher than 70% 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
Texas Bay Credit Union 401(k) Retirement 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. Texas Bay Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Texas Bay Credit Union 401(k) Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Texas Bay Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 741142852 · Texas Bay Credit Union PY 2024 · 401(k)
Texas Bay Credit Union 401(k) Retirement Savings Plan · $19M · 156 · 70th
- NET $19M
- BOOK 156
- VS-ST 70th
- BOY 401(k)
- SCH near St. Nicks Alliance Pension Plan
- EBSA ind #4655
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 →
Texas Bay Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 741142852 |
| Plan Effective Date | 1978-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Bay Credit Union)
Sponsor-wide plan assets over time
All Texas Bay Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 38.8407890368085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $14M |
| 2023 | 1 | 157 | $17M |
| 2024 | 1 | 156 | $19M |
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
Texas Bay Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is St. Nicks Alliance Pension Plan in NY ($19M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- St. Nicks Alliance Pension Plan (NY) $19M · 318
- Midwest Communications, Inc. 401(k) Retirement (WI) $19M · 502
- Limetree Bay Terminals, LLC 401(k) Plan (VI) $19M · 153
- Frontier Holdings, LLC 401(k) Retirement Plan (NE) $19M · 132
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 156 · 0 off
- Epay Pooled Employer Plan (FL) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.