Defined Benefit (Pension) · DOL Form 5500 · 2024

Primeway Federal Credit Union Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
36
Participants Small participant base
79th
Percentile by assets National rank
$924,328
Avg per participant High balance/head
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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.

  • #5,722 in Finance & Insurance (8,549 peers)

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.

#5,722
in Finance & Insurance (8,549 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Primeway Federal Credit Union Employees' Defined Benefit Plan's outsized position by total assets

Primeway Federal Credit Union Employees' Defined Benefit Plan vs every filed plan by assets

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

$33,275,811 Top 21% higher than 79% 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

Primeway Federal Credit Union Employees' 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. Primeway Federal Credit Union Employees' Defined Benefit Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 741152784 · Primeway Federal Credit Union PY 2024 · Defined Benefit (Pension)

Primeway Federal Credit Union Employees' Defined Benefit Plan · $33M · 36 · 79th

  • SCH $33M
  • SCH 36
  • SCH 79th
  • SCH Defined Benefit (Pension)
  • SCH near Amalgamated Retail Retirement Fund
  • SCH ind #5722

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 →

Primeway Federal Credit Union Employees' Defined Benefit Plan in the asset neighbourhood

Koroseal Interior Products Retirement Income PlanKoroseal Interior Products R…$33MAmalgamated Retail Retirement FundAmalgamated Retail Retiremen…$33MPrimeway Federal Credit Union Employees' Defined Benefit PlanPrimeway Federal Credit Unio…$33MRetirement Income Plan for Hourly Employees of Essex Group, IncRetirement Income Plan for H…$33MEnstar Natural Gas Company, LLC Retirement Plan for Non-Union EmployeesEnstar Natural Gas Company, …$33M
End-of-year total assets ($M) among Primeway Federal Credit Union Employees' Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN741152784
Plan Effective Date1959-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primeway Federal Credit Union)

Sponsor-wide plan assets over time

All Primeway Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 31.525659109917125% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $45.1M ▲ +31.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Primeway Federal Credit Union Employees' Defined Benefit Plan, Total assets ($B): 0.033275811 · Participants: 36Primeway Federal Credit Union Employees' 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
Primeway Federal Credit Union Employees' Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Primeway Federal Credit Union Employees' 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 Amalgamated Retail Retirement Fund in NY ($33M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (36 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Primeway Federal Credit Union Employees' Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Plan for Employees of Epic in IL (36 participants, $9M in assets).