401(k) · DOL Form 5500 · 2024

Resource One Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
190
Participants Below avg headcount
62nd
Percentile by assets National rank
$71,941
Avg per participant Below avg balance/head
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Official DOL plan name: Resource One Credit Union 401(k) Plan · Sponsored by Resource One Credit Union · Texas · Finance & Insurance

$14M in assets, 190 participants

Resource One Credit Union's Resource One Credit Union 401(k) Plan reported $14M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,962 in Finance & Insurance (8,549 peers)

Coverage in Texas

Resource One Credit Union 401(k) Plan covers 190 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#3,962
in Finance & Insurance (8,549 peers)
-5.4%
assets change YoY

The plan reported a net loss of $780K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Resource One Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$13,668,825 Top 38% higher than 62% 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

Resource One 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. Resource One Credit Union 401(k) Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Resource One Credit Union 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$780K in the plan year 2024 filing.
  • Resource One Credit Union 401(k) Plan reported participants fell from 214 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Resource One Credit Union 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750821285 · Resource One Credit Union PY 2024 · 401(k)

Resource One Credit Union 401(k) Plan · $14M · 190 · 62nd

  • NET $14M
  • NET 190
  • NET 62nd
  • NET 401(k)
  • NET near Gcm 401(k) Plan
  • NET ind #3962

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 →

Resource One Credit Union 401(k) Plan in the asset neighbourhood

Resource One Credit Union 401(k) PlanResource One Credit Union 40…$14MGcm 401(k) Plan$14MTheoris Group, Inc. 401(k) Profit Sharing PlanTheoris Group, Inc. 401(k) P…$14MProvident Title Company 401(k) Profit Sharing Plan & TrustProvident Title Company 401(…$14MBilly Navarre Chevrolet 401(k) PlanBilly Navarre Chevrolet 401(…$14M
End-of-year total assets ($M) among Resource One 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)$14M
Net Assets (End of Year)$14M
Net Income-$780K
Employer EIN750821285
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Resource One Credit Union)

Sponsor-wide plan assets over time

All Resource One Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.056782211752797% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.1M $13.7M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 204 $12M
2023 1 214 $14M
2024 1 190 $14M

Nearby 401(k) Plans in Texas

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

Resource One 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 ($B) Participants Resource One Credit Union 401(k) Plan, Total assets ($B): 0.013668825 · Participants: 190Resource One 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
Resource One Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Resource One Credit Union 401(k) Plan side-by-side with 3 peers →

Resource One 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 Gcm 401(k) Plan in CA ($14M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Resource One Credit Union 401(k) Plan assets move in 2024? ▼
Resource One Credit Union 401(k) Plan pulled back noticeably - down 5.4% during 2024, from $14M to $14M. Reported net income was -$780K.
How have Resource One Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Resource One Credit Union's sponsor-wide assets grew 13.1%, from $12M to $14M.
Which 401(k) plans are similar in size to Resource One Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gcm 401(k) Plan in CA ($14M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Resource One Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 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 750821285.

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.