401(k) · DOL Form 5500 · 2024

First Service Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
278
Participants Below avg headcount
67th
Percentile by assets National rank
$61,631
Avg per participant Low balance/head
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Official DOL plan name: First Service Credit Union 401(k) Plan and Trust · Sponsored by First Service Credit Union · Texas · Finance & Insurance

$17M in assets, 278 participants

First Service Credit Union's First Service Credit Union 401(k) Plan and Trust reported $17M in total assets and 278 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,416 in Finance & Insurance (8,549 peers)

Coverage in Texas

First Service Credit Union 401(k) Plan and Trust covers 278 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,416
in Finance & Insurance (8,549 peers)
+10.0%
assets growth YoY

First Service Credit Union 401(k) Plan and Trust's outsized position by total assets

First Service Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$17,133,310 Top 33% higher than 67% 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

First Service Credit Union 401(k) Plan and Trust 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. First Service Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Service Credit Union 401(k) Plan and Trust reported participants rose from 201 in the plan year 2023 filing to 278 in the plan year 2024 filing.
  • First Service Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • First Service Credit Union 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741951016 · First Service Credit Union PY 2024 · 401(k)

First Service Credit Union 401(k) Plan and Trust · $17M · 278 · 67th

  • PART $17M
  • TYPE 278
  • NET 67th
  • BOOK 401(k)
  • VS-ST near General Services Corporation 401(k) Plan
  • BOY ind #4416

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 →

First Service Credit Union 401(k) Plan and Trust in the asset neighbourhood

First Service Credit Union 401(k) Plan and TrustFirst Service Credit Union 4…$17MGeneral Services Corporation 401(k) PlanGeneral Services Corporation…$17MStandard Construction Co., Inc. 401(k) Profit Sharing PlanStandard Construction Co., I…$17MHera Health 401(k) Plan$17MReading Intl, Inc Employee Ret Savings PlanReading Intl, Inc Employee R…$17M
End-of-year total assets ($M) among First Service Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN741951016
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Service Credit Union)

Sponsor-wide plan assets over time

All First Service Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 10.012384115226016% vs 2023
2024 filing year
$15M$15.5M$16M$16.5M$17M$17.5M 20232024 $15.6M $17.1M ▲ +10.0%
Year Plans Participants Total Assets
2023 1 201 $16M
2024 1 278 $17M

Nearby 401(k) Plans in Texas

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

First Service Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First Service Credit Union 401(k) Plan and Trust, Total assets ($B): 0.01713331 · Participants: 278First Service Credit Union 401(k) Plan and TrustAT&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
First Service Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Service Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is General Services Corporation 401(k) Plan in VA ($17M); by covered participants it is Evidera 401(k) Plan in MD (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 First Service Credit Union 401(k) Plan and Trust assets move in 2024? ▼
First Service Credit Union 401(k) Plan and Trust grew at a solid clip - up 10.0% during 2024, from $16M to $17M. Reported net income was $2M.
How have First Service Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), First Service Credit Union's sponsor-wide assets grew 10.0%, from $16M to $17M.
Which 401(k) plans are similar in size to First Service Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is General Services Corporation 401(k) Plan in VA ($17M, 518 participants).
Which 401(k) plans cover a similar participant headcount to First Service Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Evidera 401(k) Plan in MD (278 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 741951016.

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.