401(k) · DOL Form 5500 · 2024

Houston Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 179
Participants Small participant base: 59th
Percentile by assets National rank: $65,929
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Hfcu Retirement Plan · Sponsored by Houston Federal Credit Union · Texas · Finance & Insurance

$12M in assets, 179 participants

Houston Federal Credit Union's Hfcu Retirement Plan reported $12M in total assets and 179 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.

#3,697 in Finance & Insurance (8,549 peers)

Coverage in Texas

Hfcu Retirement Plan covers 179 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,697
in Finance & Insurance (8,549 peers): +16.9%
assets growth YoY

Hfcu Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Hfcu Retirement Plan vs every filed plan by assets

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

$11,801,242 Top 41% higher than 59% 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

Hfcu Retirement 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. Hfcu Retirement Plan sits mid-pack in the medium band (179 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hfcu Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Hfcu Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 746050685 · Houston Federal Credit Union PY 2024 · 401(k)

Hfcu Retirement Plan · $12M · 179 · 59th

VS-ST $12M
VS-ST 179
VS-ST 59th
VS-ST 401(k)
VS-ST near The Springs Living 401(k) Retirement Plan
VS-ST ind #3697

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 →

End-of-year total assets ($M) among Hfcu Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	746050685
Plan Effective Date	2011-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Houston Federal Credit Union)

Latest sponsor-wide plan assets: $12M 46.36776388353676% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	166	$8M
2023	1	178	$10M
2024	1	179	$12M

Nearby 401(k) Plans in Texas

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

Hfcu Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Hfcu Retirement Plan side-by-side with 3 peers →

Hfcu Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Springs Living 401(k) Retirement Plan in OR ($12M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

The Springs Living 401(k) Retirement Plan (OR) $12M · 1,693
Encoder Products Company 401(k) Profit Sharing Plan & Trust (ID) $12M · 177
Showa Best Glove, Inc. 401(k) Plan (GA) $12M · 139
Yes Equipment & Services, Inc. 401(k) Plan (WI) $12M · 104

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

Davies Life & Health, Inc. (MA) 179 · 0 off
Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off

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 Hfcu Retirement Plan assets move in 2024? ▼

Hfcu Retirement Plan grew sharply - up 16.9% during 2024, from $10M to $12M. Reported net income was $2M.

How have Houston Federal Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Houston Federal Credit Union's sponsor-wide assets grew 46.4%, from $8M to $12M.

Which 401(k) plans are similar in size to Hfcu Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Springs Living 401(k) Retirement Plan in OR ($12M, 1,693 participants).

Which 401(k) plans cover a similar participant headcount to Hfcu Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 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 746050685.