401(k) · DOL Form 5500 · 2024

First Command Financial Planning, Inc. 401(k) Plan

Data updated 2026-08-11

$247M
Total assets: 893
Participants: 95th
Percentile by assets: $276,377
Avg per participant

Official DOL plan name: First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan · Sponsored by First Command Financial Planning, Inc. · Texas · Finance & Insurance

$247M in assets, 893 participants

First Command Financial Planning, Inc.'s First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan reported $247M in total assets and 893 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 123,622 plans)
#7,869 in Finance & Insurance (8,549 peers)

Where First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits by assets

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $247M for 893 participants (~$276,377/participant), up 13.8% in 2024.

$247M
total plan assets (2024 EOY): 893
covered participants: 95th
percentile by assets (of 123,622 plans): $276,377
avg assets per participant

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan reported net income rose from $20M in the plan year 2023 filing to $31M in the plan year 2024 filing.
First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan reported participants rose from 777 in the plan year 2023 filing to 893 in the plan year 2024 filing.
First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan end-of-year assets rose from $217M in the plan year 2023 filing to $247M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Finance & Insurance

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$217M
Net Assets (End of Year)	$208M
Net Income	$31M
Employer EIN	751054341
Plan Effective Date	1964-11-05
Filing Status	FILING RECEIVED

Sponsor Plan History (First Command Financial Planning, Inc.)

Total plan assets by year, all First Command Financial Planning, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	753	$191M
2023	1	777	$217M
2024	1	893	$247M

Nearby 401(k) Plans in Texas

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

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare First Command Financial Planning, Inc. 4… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan by total assets, not by location.

Pyramid Advisors 401(k) Plan (MA) $247M · 14,378
Ti Group Automotive Systems Employees' Savings Plan (MI) $247M · 1,974
Mountain America Federal Credit Union 401(k) Plan (UT) $247M · 3,281
Sun Country, Inc. 401(k) Profit Sharing Plan (MN) $247M · 2,705

Frequently Asked Questions

How did First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan assets move in 2024? ▼

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan grew at a solid clip - up 13.8% during 2024, from $217M to $247M. Reported net income was $31M.

How have First Command Financial Planning, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), First Command Financial Planning, Inc.'s sponsor-wide assets grew 29.2%, from $191M to $247M.

Where does First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pyramid Advisors 401(k) Plan in MA ($247M, 14,378 participants).

Next read for First Command Financial Planning, Inc. 4…

Scale reading

Ways to act on First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan's numbers.

By total assets, First Command Financial Planning, Inc. 401(k)-Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
First Command Financial Planning, Inc.'s sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 751054341.