Defined Benefit (Pension) · DOL Form 5500 · 2024

Shell Federal Credit Union Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
432
Participants Below avg headcount
83rd
Percentile by assets National rank
$105,936
Avg per participant Below avg balance/head
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Official DOL plan name: Shell Federal Credit Union Retirement Pension Plan · Sponsored by Shell Federal Credit Union · Texas · Finance & Insurance

$46M in assets, 432 participants

Shell Federal Credit Union's Shell Federal Credit Union Retirement Pension Plan reported $46M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,317 in Finance & Insurance (8,549 peers)

Where Shell Federal Credit Union Retirement Pension Plan sits by assets

Shell Federal Credit Union Retirement Pension Plan sits in the top quartile of all filed plans by assets, $46M for 432 participants (~$105,936/participant), up 8.1% in 2024.

#6,317
in Finance & Insurance (8,549 peers)
+8.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shell Federal Credit Union Retirement Pension Plan's outsized position by total assets

Shell Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$45,764,335 Top 17% higher than 83% 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

Shell Federal Credit Union Retirement Pension 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. Shell Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shell Federal Credit Union Retirement Pension Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shell Federal Credit Union Retirement Pension Plan reported participants rose from 373 in the plan year 2023 filing to 432 in the plan year 2024 filing.
  • Shell Federal Credit Union Retirement Pension Plan end-of-year assets rose from $42M in the plan year 2023 filing to $46M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741132577 · Shell Federal Credit Union PY 2024 · Defined Benefit (Pension)

Shell Federal Credit Union Retirement Pension Plan · $46M · 432 · 83rd

  • BOOK $46M
  • VS-ST 432
  • BOY 83rd
  • SCH Defined Benefit (Pension)
  • EBSA near Pension Plan of Volvo Cars of North America, LLC
  • PART ind #6317

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 →

Shell Federal Credit Union Retirement Pension Plan in the asset neighbourhood

Wec Energy Group Retirement Plan for Minnesota Energy Resources CorporationWec Energy Group Retirement …$46MForemost Farms USA Hourly Employees Pension PlanForemost Farms USA Hourly Em…$46MShell Federal Credit Union Retirement Pension PlanShell Federal Credit Union R…$46MPension Plan of Volvo Cars of North America, LLCPension Plan of Volvo Cars o…$46MRetirement Plan for Employees of Ranken Technical CollegeRetirement Plan for Employee…$46M
End-of-year total assets ($M) among Shell Federal Credit Union Retirement Pension 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)$42M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN741132577
Plan Effective Date1969-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shell Federal Credit Union)

Sponsor-wide plan assets over time

All Shell Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 34.03371518975367% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $45.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 362 $34M
2023 1 373 $42M
2024 1 432 $46M

Nearby Defined Benefit (Pension) Plans in Texas

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

Shell Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Shell Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.045764335 · Participants: 432Shell Federal Credit Union Retirement Pension 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
Shell Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Shell Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan of Volvo Cars of North America, LLC in NJ ($46M); by covered participants it is Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund in NY (432 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 Shell Federal Credit Union Retirement Pension Plan assets move in 2024? ▼
Shell Federal Credit Union Retirement Pension Plan grew at a solid clip - up 8.1% during 2024, from $42M to $46M. Reported net income was $3M.
How have Shell Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shell Federal Credit Union's sponsor-wide assets grew 34.0%, from $34M to $46M.
Where does Shell Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Shell Federal Credit Union Retirement Pension Plan ranks in the 83rd 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 Shell Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Volvo Cars of North America, LLC in NJ ($46M, 110 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shell Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund in NY (432 participants, $133M 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 741132577.

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.