Plan5500

Texas Bay Area Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Texas Bay Area Credit Union (EIN 74-1142852) is a plan sponsor located in Houston, TX with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1142852
Location
Houston, TX
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Texas Bay Area Credit Union

  • 5 loaded plans hold $17M in reported assets.
  • The largest, Texas Bay Credit Union 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 750 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17MSummed across loaded plans$16,987,062
Total reported assets$17M$16,987,062
Total reported participants750
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17M total assets
Net assets$17MLiabilities$0
Contributions & income
Employer contributions$942.5K
Participant contributions$528.8K
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Texas Bay Credit Union 401(K) Retirement Savings Plan
Participants per plan150Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Texas Bay Credit Union 401(K) Retirement Savings Plan$17M
    Plan #001 · 207 participants · 2023
  2. 2
    Vision Plannot reported in the loaded dataset
    Plan #505 · 152 participants · 2023
  3. 3
    Dental Plannot reported in the loaded dataset
    Plan #504 · 143 participants · 2023
  4. 4
    Life And Disabilitynot reported in the loaded dataset
    Plan #501 · 127 participants · 2023
  5. 5
    Medical Plannot reported in the loaded dataset
    Plan #503 · 121 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Texas Bay Area Credit Union. Open one for its full reported snapshot.

  1. 2023
    Life And Disability127 participants · 2No schedules
    View filing →
  2. 2023
    Medical Plan121 participants · 2No schedules
    View filing →
  3. 2023
    Dental Plan143 participants · 2No schedules
    View filing →
  4. 2023
    Vision Plan152 participants · 2No schedules
    View filing →
  5. 2023
    Texas Bay Credit Union 401(K) Retirement Savings Plan207 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Texas Bay Area Credit Union report on Form 5500?
Texas Bay Area Credit Union (EIN 74-1142852) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Texas Bay Area Credit Union?
The Employer Identification Number (EIN) reported for Texas Bay Area Credit Union is 74-1142852.
What is the latest Form 5500 filing year for Texas Bay Area Credit Union?
The latest loaded Form 5500 filing year for Texas Bay Area Credit Union is 2023.

Related Form 5500 pages