Defined Benefit (Pension) · DOL Form 5500 · 2024

Texas Trust Credit Union Pension Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
285
Participants Below avg headcount
89th
Percentile by assets National rank
$308,664
Avg per participant High balance/head
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Official DOL plan name: Texas Trust Credit Union Retirement Income Plan · Sponsored by Texas Trust Credit Union · Texas · Finance & Insurance

$88M in assets, 285 participants

Texas Trust Credit Union's Texas Trust Credit Union Retirement Income Plan reported $88M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,155 in Finance & Insurance (8,549 peers)

Coverage in Texas

Texas Trust Credit Union Retirement Income Plan covers 285 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $88M.

#7,155
in Finance & Insurance (8,549 peers)
+11.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Texas Trust Credit Union Retirement Income Plan's outsized position by total assets

Texas Trust Credit Union Retirement Income Plan vs every filed plan by assets

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

$87,969,370 Top 11% higher than 89% 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

Texas Trust Credit Union Retirement Income 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. Texas Trust Credit Union Retirement Income Plan sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Trust Credit Union Retirement Income Plan end-of-year assets rose from $79M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Texas Trust Credit Union Retirement Income Plan reported participants rose from 267 in the plan year 2023 filing to 285 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750763606 · Texas Trust Credit Union PY 2024 · Defined Benefit (Pension)

Texas Trust Credit Union Retirement Income Plan · $88M · 285 · 89th

  • RANK $88M
  • RANK 285
  • RANK 89th
  • RANK Defined Benefit (Pension)
  • RANK near Retirement Income Plan for the Employees of Dannon
  • RANK ind #7155

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 →

Texas Trust Credit Union Retirement Income Plan in the asset neighbourhood

B&g Foods Pension Plan$88MTexas Trust Credit Union Retirement Income PlanTexas Trust Credit Union Ret…$88MRetirement Income Plan for the Employees of DannonRetirement Income Plan for t…$88MThe Fifth Third Bancorp Master Retirement PlanThe Fifth Third Bancorp Mast…$88MIntrust Financial Corporation Employees' Retirement PlanIntrust Financial Corporatio…$88M
End-of-year total assets ($M) among Texas Trust Credit Union Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$88M
Net Income$9M
Employer EIN750763606
Plan Effective Date1958-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Trust Credit Union)

Sponsor-wide plan assets over time

All Texas Trust Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$106M 27.116456091676227% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $83.7M $106M ▲ +27.1%
Year Plans Participants Total Assets
2022 2 559 $84M
2023 2 579 $95M
2024 2 601 $106M

Nearby Defined Benefit (Pension) Plans in Texas

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

Texas Trust Credit Union Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Texas Trust Credit Union Retirement Income Plan, Total assets ($B): 0.08796937 · Participants: 285Texas Trust Credit Union Retirement Income 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
Texas Trust Credit Union Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Trust Credit Union Retirement Income Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for the Employees of Dannon in NY ($88M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in CO (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Texas Trust Credit Union Retirement Income Plan assets move in 2024? ▼
Texas Trust Credit Union Retirement Income Plan grew at a solid clip - up 11.9% during 2024, from $79M to $88M. Reported net income was $9M.
How have Texas Trust Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Trust Credit Union's sponsor-wide assets grew 27.1%, from $84M to $106M.
Where does Texas Trust Credit Union Retirement Income Plan rank by assets among Form 5500 filers? ▼
Texas Trust Credit Union Retirement Income Plan ranks in the 89th 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 Texas Trust Credit Union Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for the Employees of Dannon in NY ($88M, 478 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Trust Credit Union Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Major League Baseball Pension Plan for Non-Uniformed Personnel in CO (285 participants, $97M 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 750763606.

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.