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  2. PRIORITY TRUST CREDIT UNION
Sponsor portfolioTH

PRIORITY TRUST CREDIT UNION

EIN 74-0695230-banking-Latest filing 2025
Plans
2
Retirement
2
$23.3M assets
Welfare
0
Participants
176
9998 ALMEDA GENOA ROAD - HOUSTON, TX 77075713-970-6200prioritytrustcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002TraditionalDB-$19.7M - 91 part#003401k-$3.6M - 85 part

Retirement portfolio analytics

2 plans aggregated / $23.3M assets / 176 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • DEFINED BENEFIT PLAN (#002)84%
  • CREDIT UNION 401(K) (#003)16%
Total $23.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)91
  • CREDIT UNION 401(K) (#003)85
Total 176Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PRIORITY TRUST CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$19.7M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

PRIORITY TRUST CREDIT UNION 401(K) PLAN

401k

Assets$3.6M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PRIORITY TRUST CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$19.7M912024
003PRIORITY TRUST CREDIT UNION 401(K) PLAN401k$3.6M852025
Retirement plans
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