401(k) · DOL Form 5500 · 2024

Firstmark Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
253
Participants Below avg headcount
69th
Percentile by assets National rank
$75,766
Avg per participant Below avg balance/head
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Official DOL plan name: Firstmark Credit Union 401(k) Plan · Sponsored by Firstmark Credit Union · Texas · Finance & Insurance

$19M in assets, 253 participants

Firstmark Credit Union's Firstmark Credit Union 401(k) Plan reported $19M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,632 in Finance & Insurance (8,549 peers)

Coverage in Texas

Firstmark Credit Union 401(k) Plan covers 253 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#4,632
in Finance & Insurance (8,549 peers)
+25.1%
assets growth YoY

Firstmark Credit Union 401(k) Plan's outsized position by total assets

Firstmark Credit Union 401(k) Plan vs every filed plan by assets

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

$19,168,897 Top 31% higher than 69% 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

Firstmark Credit Union 401(k) 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. Firstmark Credit Union 401(k) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Firstmark Credit Union 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Firstmark Credit Union 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Firstmark Credit Union 401(k) Plan reported participants rose from 240 in the plan year 2023 filing to 253 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 740879805 · Firstmark Credit Union PY 2024 · 401(k)

Firstmark Credit Union 401(k) Plan · $19M · 253 · 69th

  • BOY $19M
  • BOY 253
  • BOY 69th
  • BOY 401(k)
  • BOY near Everidge Employee 401(k) Plan
  • BOY ind #4632

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 →

Firstmark Credit Union 401(k) Plan in the asset neighbourhood

Firstmark Credit Union 401(k) PlanFirstmark Credit Union 401(k…$19MEveridge Employee 401(k) Plan$19MHard Rock Sacramento Retirement PlanHard Rock Sacramento Retirem…$19MNew Horizon Kids Quest, Inc. 401(k) Retirement Savings PlanNew Horizon Kids Quest, Inc.…$19MSignature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(k) PlanSignature 4 / Forty Nine Deg…$19M
End-of-year total assets ($M) among Firstmark Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN740879805
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstmark Credit Union)

Sponsor-wide plan assets over time

All Firstmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 40.763221887410275% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $32.4M $19.2M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 329 $32M
2023 2 312 $27M
2024 1 253 $19M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Firstmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Firstmark Credit Union 401(k) Plan, Total assets ($B): 0.019168897 · Participants: 253Firstmark Credit Union 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Firstmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Firstmark Credit Union 401(k) Plan side-by-side with 3 peers →

Firstmark Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Everidge Employee 401(k) Plan in MN ($19M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Firstmark Credit Union 401(k) Plan assets move in 2024? ▼
Firstmark Credit Union 401(k) Plan grew sharply - up 25.1% during 2024, from $15M to $19M. Reported net income was $4M.
How have Firstmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstmark Credit Union's sponsor-wide assets declined 40.8%, from $32M to $19M.
Which 401(k) plans are similar in size to Firstmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Everidge Employee 401(k) Plan in MN ($19M, 521 participants).
Which 401(k) plans cover a similar participant headcount to Firstmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants, N/A 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 740879805.

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.