Defined Benefit (Pension) · DOL Form 5500 · 2024

City Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
100
Participants Small participant base
62nd
Percentile by assets National rank
$133,596
Avg per participant Near avg balance/head
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Official DOL plan name: City Credit Union Defined Benefit Plan · Sponsored by City Credit Union · Texas · Finance & Insurance

$13M in assets, 100 participants

City Credit Union's City Credit Union Defined Benefit Plan reported $13M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,928 in Finance & Insurance (8,549 peers)

Coverage in Texas

City Credit Union Defined Benefit Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#3,928
in Finance & Insurance (8,549 peers)
+35.6%
assets growth YoY

City Credit Union Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

City Credit Union Defined Benefit Plan vs every filed plan by assets

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

$13,359,565 Top 38% higher than 62% 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

City Credit Union Defined Benefit 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. City Credit Union Defined Benefit Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • City Credit Union Defined Benefit Plan reported net income rose from $874K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • City Credit Union Defined Benefit Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • City Credit Union Defined Benefit Plan reported participants rose from 96 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 750692281 · City Credit Union PY 2024 · Defined Benefit (Pension)

City Credit Union Defined Benefit Plan · $13M · 100 · 62nd

  • VS-ST $13M
  • BOY 100
  • SCH 62nd
  • EBSA Defined Benefit (Pension)
  • PART near Pontiac Bancorp, Inc. Pension Plan
  • TYPE ind #3928

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 →

City Credit Union Defined Benefit Plan in the asset neighbourhood

Professional Group Plans, Inc. Defined Benefit Pension PlanProfessional Group Plans, In…$13MSpringfield Neurological Institute, LLC Cash Balance PlanSpringfield Neurological Ins…$13MCity Credit Union Defined Benefit PlanCity Credit Union Defined Be…$13MPontiac Bancorp, Inc. Pension PlanPontiac Bancorp, Inc. Pensio…$13MAmerica's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and TrustAmerica's Credit Union, a Fe…$13M
End-of-year total assets ($M) among City Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN750692281
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (City Credit Union)

Sponsor-wide plan assets over time

All City Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$21M 46.5575823463221% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $20.9M ▲ +46.6%
Year Plans Participants Total Assets
2022 2 190 $14M
2023 2 209 $16M
2024 2 205 $21M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

City Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants City Credit Union Defined Benefit Plan, Total assets ($B): 0.013359565 · Participants: 100City Credit Union Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
City Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

City Credit Union Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pontiac Bancorp, Inc. Pension Plan in IL ($13M); by covered participants it is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants). Same-state nearby plans are listed separately above.

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 City Credit Union Defined Benefit Plan assets move in 2024?
City Credit Union Defined Benefit Plan surged - up 35.6% during 2024, from $10M to $13M. Reported net income was $4M.
How have City Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), City Credit Union's sponsor-wide assets grew 46.6%, from $14M to $21M.
Which Defined Benefit (Pension) plans are similar in size to City Credit Union Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pontiac Bancorp, Inc. Pension Plan in IL ($13M, 101 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to City Credit Union Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants, $120M in assets).