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Employers › Texas

Employer · plans filed under one EIN

Community Resource Credit Union

Baytown, TX · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$51.8Mnet assets across plans
363participant records231 active
$557Kemployer contributions, latest plan years$2,413 per active record
$299KSchedule C compensation to organisations$824.26 per participant record

Community Resource Credit Union, based in Baytown, Texas, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 363 participant records and $51.8M in net assets.

The largest is Community Resource Credit Union 401(k) Plan, a 401(k) plan with 212 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $557K and participant contributions $658K in the latest plan years; benefits paid were $4.4M. Schedule C compensation reported to service provider organisations totalled $299K.

Combined net assets moved from $10.1M in 2010 to $51.8M in 2024 (up 412%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Community Resource Credit Union 401(k) Plan401(k) plan2024212$16.1M$75,794$3,398$93K
Community Resource Credit Union Pension Plandefined benefit pension plan2024151$35.7M$236,573—$207K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2010: $10.1M2011: $10.1M2012: $10.9M2013: $12.3M2014: $18.8M2015: $19.5M2016: $20.9M2017: $23.9M2018: $23.1M2019: $28.3M2020: $32.2M2021: $50.0M2022: $42.7M2023: $47.9M2024: $51.8M$10.1M$51.8M20092012201620202024
Combined net assets
2009: 1262010: 1342011: 1352012: 1492013: 1462014: 2942015: 2972016: 3132017: 3322018: 3462019: 3792020: 4202021: 3892022: 4032023: 3602024: 36312642036320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242363$51.8M$557K$658K
20232360$47.9M$531K$591K
20222403$42.7M$519K$614K
20212389$50.0M$12.4M$584K
20202420$32.2M$418K$569K
20192379$28.3M$497K$532K
20182346$23.1M$349K$464K
20172332$23.9M$325K$449K
20162313$20.9M$308K$437K
20152297$19.5M$280K$408K
20142294$18.8M$262K$387K
20131146$12.3M$0$0
20121149$10.9M$0$0
20111135$10.1M$0$0
20101134$10.1M$3.0M$0
20091126$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Stancorp Financial GroupClaims processing; Recordkeeping and information management; Custodial (other than securities); Actuarial2$178,180
Gallagher Fiduciary Advisors, LLCInvestment advisory (plan)2$121,026

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Stancorp Financial Group$178K
Gallagher Fiduciary Advisors, LLC$121K

Questions and answers

How many retirement plans does Community Resource Credit Union have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Community Resource Credit Union 401(k) Plan and Community Resource Credit Union Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Community Resource Credit Union contribute to its plans?

$557,303 in employer contributions across these plans in their latest plan years, about $2,413 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Stancorp Financial Group and Gallagher Fiduciary Advisors, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.