401(k) · DOL Form 5500 · 2024

Texas Trust Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
316
Participants Below avg headcount
69th
Percentile by assets National rank
$58,392
Avg per participant Low balance/head
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Official DOL plan name: Texas Trust Credit Union Employees' 401(k) Plan · Sponsored by Texas Trust Credit Union · Texas · Finance & Insurance

$18M in assets, 316 participants

Texas Trust Credit Union's Texas Trust Credit Union Employees' 401(k) Plan reported $18M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,538 in Finance & Insurance (8,549 peers)

Coverage in Texas

Texas Trust Credit Union Employees' 401(k) Plan covers 316 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#4,538
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY

Texas Trust Credit Union Employees' 401(k) Plan's outsized position by total assets

Texas Trust Credit Union Employees' 401(k) Plan vs every filed plan by assets

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

$18,451,894 Top 31% higher than 69% 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

Texas Trust Credit Union Employees' 401(k) 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 Trust Credit Union Employees' 401(k) Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Trust Credit Union Employees' 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Texas Trust Credit Union Employees' 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Texas Trust Credit Union Employees' 401(k) Plan reported participants rose from 312 in the plan year 2023 filing to 316 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 750763606 · Texas Trust Credit Union PY 2024 · 401(k)

Texas Trust Credit Union Employees' 401(k) Plan · $18M · 316 · 69th

  • EIN $18M
  • RANK 316
  • PHOTO 69th
  • IND 401(k)
  • EOY near Cic Innovation Services, LLC 401(k) Plan
  • 5500 ind #4538

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 Trust Credit Union Employees' 401(k) Plan in the asset neighbourhood

Texas Trust Credit Union Employees' 401(k) PlanTexas Trust Credit Union Emp…$18MCic Innovation Services, LLC 401(k) PlanCic Innovation Services, LLC…$18MSulloway & Hollis 401(k) Retirement Plan & TrustSulloway & Hollis 401(k) Ret…$18MIndiana Furniture Companies Employee 401(k) PlanIndiana Furniture Companies …$18MCava Group, Inc. 401(k) Plan$18M
End-of-year total assets ($M) among Texas Trust Credit Union Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN750763606
Plan Effective Date1997-11-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Trust Credit Union)

Sponsor-wide plan assets over time

All Texas Trust Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$106M 27.116456091676227% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $83.7M $106M ▲ +27.1%
Year Plans Participants Total Assets
2022 2 559 $84M
2023 2 579 $95M
2024 2 601 $106M

Nearby 401(k) Plans in Texas

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

Texas Trust Credit Union Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Trust Credit Union Employees' 401(k) Plan, Total assets ($B): 0.018451894 · Participants: 316Texas Trust Credit Union Employees' 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
Texas Trust Credit Union Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Trust Credit Union Employees' 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Cic Innovation Services, LLC 401(k) Plan in MA ($18M); by covered participants it is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Texas Trust Credit Union Employees' 401(k) Plan assets move in 2024? ▼
Texas Trust Credit Union Employees' 401(k) Plan grew at a solid clip - up 13.8% during 2024, from $16M to $18M. Reported net income was $2M.
How have Texas Trust Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Trust Credit Union's sponsor-wide assets grew 27.1%, from $84M to $106M.
Which 401(k) plans are similar in size to Texas Trust Credit Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cic Innovation Services, LLC 401(k) Plan in MA ($18M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Texas Trust Credit Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants, N/A 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 750763606.

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.