Defined Benefit (Pension) · DOL Form 5500 · 2024

Soarion Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
57
Participants Small participant base
74th
Percentile by assets National rank
$424,308
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Soarion Credit Union Retirement Plan and Trust · Sponsored by Soarion Credit Union · Texas · Finance & Insurance

$24M in assets, 57 participants

Soarion Credit Union's Soarion Credit Union Retirement Plan and Trust reported $24M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,117 in Finance & Insurance (8,549 peers)

Soarion Credit Union multi-year trail

Soarion Credit Union's plans moved +17.6% in assets from 2022 to 2024; this filing shows Soarion Credit Union Retirement Plan and Trust at $24M / 57 participants.

#5,117
in Finance & Insurance (8,549 peers)
+8.3%
assets growth YoY

Soarion Credit Union Retirement Plan and Trust's outsized position by total assets

Soarion Credit Union Retirement Plan and Trust vs every filed plan by assets

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

$24,185,541 Top 26% higher than 74% 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

Soarion Credit Union Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soarion Credit Union Retirement Plan and Trust is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soarion Credit Union Retirement Plan and Trust reported participants fell from 82 in the plan year 2023 filing to 57 in the plan year 2024 filing.
  • Soarion Credit Union Retirement Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Soarion Credit Union Retirement Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 741181644 · Soarion Credit Union PY 2024 · Defined Benefit (Pension)

Soarion Credit Union Retirement Plan and Trust · $24M · 57 · 74th

  • BOOK $24M
  • VS-ST 57
  • BOY 74th
  • SCH Defined Benefit (Pension)
  • EBSA near Laborers District Council of Virginia Pension Trust Fund
  • PART ind #5117

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 →

Soarion Credit Union Retirement Plan and Trust in the asset neighbourhood

Masonic Hall & Asylum Employees Retirement FundMasonic Hall & Asylum Employ…$24MSoarion Credit Union Retirement Plan and TrustSoarion Credit Union Retirem…$24MLaborers District Council of Virginia Pension Trust FundLaborers District Council of…$24MGE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi DivisionGE Aviation Systems Pension …$24MExcela Health Pension Plan$24M
End-of-year total assets ($M) among Soarion Credit Union Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Soarion Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Soarion Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 17.568725167626656% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.9M $26.9M ▲ +17.5%
Year Plans Participants Total Assets
2022 2 229 $23M
2023 2 183 $25M
2024 2 181 $27M

Soarion Credit Union filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN741181644
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Soarion Credit Union Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Soarion Credit Union Retirement Plan and Trust, Total assets ($B): 0.024185541 · Participants: 57Soarion Credit Union Retirement Plan and TrustAT&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
Soarion Credit Union Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Soarion Credit Union Retirement Plan and Trust side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Laborers District Council of Virginia Pension Trust Fund in VA ($24M); by covered participants it is Pension Plan B of the American College of Physicians, Inc. in PA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Soarion Credit Union Retirement Plan and Trust assets move in 2024? ▼
Soarion Credit Union Retirement Plan and Trust grew at a solid clip - up 8.3% during 2024, from $22M to $24M. Reported net income was $2M.
How have Soarion Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soarion Credit Union's sponsor-wide assets grew 17.6%, from $23M to $27M.
Which Defined Benefit (Pension) plans are similar in size to Soarion Credit Union Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers District Council of Virginia Pension Trust Fund in VA ($24M, 145 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Soarion Credit Union Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan B of the American College of Physicians, Inc. in PA (57 participants, $53M 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 741181644.

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.