Defined Benefit (Pension) · DOL Form 5500 · 2024

Shell Federal Credit Union Pension Plan

Data updated 2026-08-11

$46M
Total assets: 432
Participants: 83rd
Percentile by assets: $105,936
Avg per participant

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.

83rd percentile by assets (of 123,622 plans)
#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.

$46M
total plan assets (2024 EOY): 432
covered participants: 83rd
percentile by assets (of 123,622 plans): $105,936
avg assets per participant

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 →

State

Texas

Industry

Finance & Insurance

Shell Federal Credit Union Retirement Pension Plan vs the 2024 asset distribution

By assets, Shell Federal Credit Union Retirement Pension Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$42M
Net Assets (End of Year)	$46M
Net Income	$3M
Employer EIN	741132577
Plan Effective Date	1969-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shell Federal Credit Union)

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

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

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 Shell Federal Credit Union Retirement Pe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

Pension Plan of Volvo Cars of North America, LLC (NJ) $46M · 110
Foremost Farms USA Hourly Employees Pension Plan (WI) $46M · 65
Retirement Plan for Employees of Ranken Technical College (MO) $46M · 142
Wec Energy Group Retirement Plan for Minnesota Energy Resources Corporation (WI) $46M · 59

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).

Next read for Shell Federal Credit Union Retirement Pe…

Scale reading

Ways to act on Shell Federal Credit Union Retirement Pension Plan's numbers.

By total assets, Shell Federal Credit Union Retirement Pension 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
Shell Federal Credit Union's sponsor-wide assets have grown 34.0% 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 741132577.