Defined Benefit (Pension) · DOL Form 5500 · 2024

Unify Financial Credit Union Pension Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
249
Participants Below avg headcount
90th
Percentile by assets National rank
$368,704
Avg per participant High balance/head
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Official DOL plan name: Unify Financial Credit Union Pension Plan · Sponsored by Unify Financial Credit Union · Texas · Finance & Insurance

$92M in assets, 249 participants

Unify Financial Credit Union's Unify Financial Credit Union Pension Plan reported $92M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,197 in Finance & Insurance (8,549 peers)

Coverage in Texas

Unify Financial Credit Union Pension Plan covers 249 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $92M.

#7,197
in Finance & Insurance (8,549 peers)
+5.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Unify Financial Credit Union Pension Plan's outsized position by total assets

Unify Financial Credit Union Pension Plan vs every filed plan by assets

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

$91,807,366 Top 10% higher than 90% 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

Unify Financial Credit Union 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. Unify Financial Credit Union Pension Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unify Financial Credit Union Pension Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Unify Financial Credit Union Pension Plan reported participants fell from 271 in the plan year 2023 filing to 249 in the plan year 2024 filing.
  • Unify Financial Credit Union Pension Plan end-of-year assets rose from $87M in the plan year 2023 filing to $92M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 346541032 · Unify Financial Credit Union PY 2024 · Defined Benefit (Pension)

Unify Financial Credit Union Pension Plan · $92M · 249 · 90th

  • SCH $92M
  • EBSA 249
  • PART 90th
  • TYPE Defined Benefit (Pension)
  • NET near Landus Retirement Plan
  • BOOK ind #7197

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 →

Unify Financial Credit Union Pension Plan in the asset neighbourhood

Landus Retirement Plan$92MUnify Financial Credit Union Pension PlanUnify Financial Credit Union…$92MLocal No. 8 Retirement Fund$92MMca Pension Plan - Methacrylates DivisionMca Pension Plan - Methacryl…$91MThe J.M. Smucker Company Employees' Retirement PlanThe J.M. Smucker Company Emp…$91M
End-of-year total assets ($M) among Unify Financial Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$92M
Net Income$5M
Employer EIN346541032
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unify Financial Credit Union)

Sponsor-wide plan assets over time

All Unify Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$158M 21.63292838950567% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $158M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 845 $130M
2023 2 823 $147M
2024 2 780 $158M

Nearby Defined Benefit (Pension) Plans in Texas

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

Unify Financial Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Unify Financial Credit Union Pension Plan, Total assets ($B): 0.091807366 · Participants: 249Unify Financial Credit Union 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
Unify Financial Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Unify Financial Credit Union Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Landus Retirement Plan in IA ($92M); by covered participants it is Local 1158 IBEW AFL-CIO Pension Fund in NJ (249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.

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 Unify Financial Credit Union Pension Plan assets move in 2024? ▼
Unify Financial Credit Union Pension Plan grew at a solid clip - up 5.2% during 2024, from $87M to $92M. Reported net income was $5M.
How have Unify Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unify Financial Credit Union's sponsor-wide assets grew 21.6%, from $130M to $158M.
Where does Unify Financial Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Unify Financial Credit Union Pension Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Unify Financial Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Landus Retirement Plan in IA ($92M, 41 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unify Financial Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 1158 IBEW AFL-CIO Pension Fund in NJ (249 participants, $17M 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 346541032.

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.