Plan5500

Randolph-Brooks Federal Credit Union 401(K) Plan — Form 5500 plan (Randolph-Brooks Federal Credit Union)

Plain-English plan 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, Randolph-Brooks Federal Credit Union 401(K) Plan is a benefit plan reported by Randolph-Brooks Federal Credit Union under EIN 74-1185010 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,778 participants and $267,861,229 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$267.9MPlan net assets, end of year$267,861,229
Participants2.8KCovered participants reported2,778
Assets / participant$96.4KComputed: assets ÷ participants$96,422 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Randolph-Brooks Federal Credit Union
EIN
74-1185010
Plan number
002
Plan type
2
Location
Universal City, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,778 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$267.9M total assets
Net assets$267.9MLiabilities$0
Money in vs. money out
Total income / additions$69.4M
Total expenses$14.1M
Benefits paid / distributions$14.1M
Contributions
Employer$13.4M
Participant$11.7M
Full reported line items

Net assets

Total assets (EOY)
$267,861,229
Total liabilities (EOY)
$0
Net assets (EOY)
$267,861,229
Net assets (BOY)
$212,600,686

Income & contributions

Employer contributions
$13,364,439
Participant contributions
$11,730,346
Total contributions
$26,528,414
Total income / additions
$69,360,445

Expenses & distributions

Benefits paid
$14,088,558
Administrative expenses
-$13,618
Total expenses
$14,099,902
Net increase / (decrease)
$55,260,543
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional-$7.1K
    RECORDKEEPER · Direct -$7.1K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Randolph-Brooks Federal Credit Union 401(K) Plan?
Randolph-Brooks Federal Credit Union 401(K) Plan is reported as sponsored by Randolph-Brooks Federal Credit Union (EIN 74-1185010, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Randolph-Brooks Federal Credit Union 401(K) Plan?
The latest Form 5500 filing year loaded for Randolph-Brooks Federal Credit Union 401(K) Plan is 2023.
How many participants does Randolph-Brooks Federal Credit Union 401(K) Plan report?
Randolph-Brooks Federal Credit Union 401(K) Plan reports 2,778 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Randolph-Brooks Federal Credit Union 401(K) Plan?
Randolph-Brooks Federal Credit Union 401(K) Plan reports $267,861,229 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages