401(k) · DOL Form 5500 · 2024
Neighborhood Credit Union 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $128,315
- Avg per participant Near avg balance/head
Official DOL plan name: Neighborhood Credit Union 401(k) Plan and Trust · Sponsored by Neighborhood Credit Union · Texas · Finance & Insurance
$24M in assets, 187 participants
Neighborhood Credit Union's Neighborhood Credit Union 401(k) Plan and Trust reported $24M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #5,109 in Finance & Insurance (8,549 peers)
Coverage in Texas
Neighborhood Credit Union 401(k) Plan and Trust covers 187 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $24M.
- #5,109
- in Finance & Insurance (8,549 peers)
- +11.6%
- assets growth YoY
Neighborhood Credit Union 401(k) Plan and Trust's outsized position by total assets
Neighborhood Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,994,996 Top 26% higher than 74% 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
Neighborhood Credit Union 401(k) Plan and Trust 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. Neighborhood Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Neighborhood Credit Union 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Neighborhood Credit Union 401(k) Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Neighborhood Credit Union 401(k) Plan and Trust reported participants fell from 190 in the plan year 2023 filing to 187 in the plan year 2024 filing.
DOL schedule card
Filing strip 750224670 · Neighborhood Credit Union PY 2024 · 401(k)
Neighborhood Credit Union 401(k) Plan and Trust · $24M · 187 · 74th
- BOY $24M
- SCH 187
- EBSA 74th
- PART 401(k)
- TYPE near Fusion Risk Management, Inc. 401(k) Plan & Trust
- NET ind #5109
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 →
Neighborhood Credit Union 401(k) Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 750224670 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neighborhood Credit Union)
Sponsor-wide plan assets over time
All Neighborhood Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 35.72677841421772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $18M |
| 2023 | 1 | 190 | $22M |
| 2024 | 1 | 187 | $24M |
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
Neighborhood Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Fusion Risk Management, Inc. 401(k) Plan & Trust in IL ($24M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Fusion Risk Management, Inc. 401(k) Plan & Trust (IL) $24M · 238
- Signal Mutual 401(k) Plan (CT) $24M · 144
- Mcgrath Automotive Group 401(k) Plan (IL) $24M · 532
- Iec Holdings, Inc. Employee Stock Ownership 401(k) Plan (UT) $24M · 115
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- Media Iq Digital N.a. 401(k) Plan (NY) 187 · 0 off
- Pats Aircraft, LLC 401(k) Plan (DE) 187 · 0 off
- Rrvw-Tcw Incentive Compensation Savings Plan (ND) 187 · 0 off
- Miromar Development Corporation 401(k) Plan (FL) 187 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.