Defined Benefit (Pension) · DOL Form 5500 · 2024

Primeway Federal Credit Union Pension Plan

Data updated 2026-07-24

$33M
Total assets: 36
Participants: 79th
Percentile by assets: $924,328
Avg per participant

Official DOL plan name: Primeway Federal Credit Union Employees' Defined Benefit Plan · Sponsored by Primeway Federal Credit Union · Texas · Finance & Insurance

$33M in assets, 36 participants

Primeway Federal Credit Union's Primeway Federal Credit Union Employees' Defined Benefit Plan reported $33M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 116,472 plans)

Where Primeway Federal Credit Union Employees' Defined Benefit Plan sits by assets

Primeway Federal Credit Union Employees' Defined Benefit Plan sits in the top quartile of all filed plans by assets, $33M for 36 participants (~$924,328/participant), up 10.7% in 2024.

$33M
total plan assets (2024 EOY): 36
covered participants: 79th
percentile by assets (of 116,472 plans): $924,328
avg assets per participant

Primeway Federal Credit Union Employees' Defined Benefit Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Primeway Federal Credit Union Employees' Defined Benefit Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Primeway Federal Credit Union Employees' Defined Benefit Plan reported participants fell from 37 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Finance & Insurance

Primeway Federal Credit Union Employees' Defined Benefit Plan vs the 2024 asset distribution

By assets, Primeway Federal Credit Union Employees' Defined Benefit Plan outranks 79% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$33M
Net Income	$3M
Employer EIN	741152784
Plan Effective Date	1959-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Primeway Federal Credit Union)

Total plan assets by year, all Primeway Federal Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	179	$34M
2023	2	163	$40M
2024	2	181	$45M

Nearby Defined Benefit (Pension) Plans in Texas

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

Primeway Federal Credit Union Employees' Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

Compare Primeway Federal Credit Union Employees'… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Primeway Federal Credit Union Employees' Defined Benefit Plan by total assets, not by location.

Amalgamated Retail Retirement Fund (NY) $33M · 19
Retirement Income Plan for Hourly Employees of Essex Group, Inc (GA) $33M · 131
Enstar Natural Gas Company, LLC Retirement Plan for Non-Union Employees (AK) $33M · 31
Park Community Credit Union Cash Balance Defined Benefit Plan and Trust (KY) $33M · 262

Frequently Asked Questions

How did Primeway Federal Credit Union Employees' Defined Benefit Plan assets move in 2024? ▼

Primeway Federal Credit Union Employees' Defined Benefit Plan grew at a solid clip - up 10.7% during 2024, from $30M to $33M. Reported net income was $3M.

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

Across 3 plan years on file (2022-2024), Primeway Federal Credit Union's sponsor-wide assets grew 31.5%, from $34M to $45M.

Where does Primeway Federal Credit Union Employees' Defined Benefit Plan rank by assets among Form 5500 filers? ▼

Primeway Federal Credit Union Employees' Defined Benefit Plan ranks in the 79th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Primeway Federal Credit Union Employees' Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Retail Retirement Fund in NY ($33M, 19 participants).

Next read for Primeway Federal Credit Union Employees'…

Scale reading

Ways to act on Primeway Federal Credit Union Employees' Defined Benefit Plan's numbers.

By total assets, Primeway Federal Credit Union Employees' Defined Benefit Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
Primeway Federal Credit Union's sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 741152784.

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.