401(k) · DOL Form 5500 · 2022
Associated Credit Union of Texas 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $106,351
- Avg per participant Below avg balance/head
Official DOL plan name: Associated Credit Union of Texas 401(k) Plan and Trust · Sponsored by Associated Credit Union of Texas · Texas · Finance & Insurance
$14M in assets, 136 participants
Associated Credit Union of Texas's Associated Credit Union of Texas 401(k) Plan and Trust reported $14M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,239 in Finance & Insurance (9,261 peers)
Coverage in Texas
Associated Credit Union of Texas 401(k) Plan and Trust covers 136 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $14M.
- #5,239
- in Finance & Insurance (9,261 peers)
- -16.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Associated Credit Union of Texas 401(k) Plan and Trust's outsized position by total assets
Associated Credit Union of Texas 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,463,673 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Associated Credit Union of Texas 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Credit Union of Texas 401(k) Plan and Trust sits mid-pack in the medium band (136 participants).
DOL schedule card
Filing strip 741321144 · Associated Credit Union of Texas PY 2022 · 401(k)
Associated Credit Union of Texas 401(k) Plan and Trust · $14M · 136 · 72nd
- PART $14M
- PART 136
- PART 72nd
- PART 401(k)
- PART near Edwards, Inc. Savings Plus Plan
- PART ind #5239
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →
Associated Credit Union of Texas 401(k) Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 741321144 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Credit Union of Texas)
Sponsor-wide plan assets over time
All Associated Credit Union of Texas plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 20.59180264929939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $14M |
| 2023 | 1 | 176 | $17M |
| 2024 | 1 | 144 | $17M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Associated Credit Union of Texas 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Edwards, Inc. Savings Plus Plan in NC ($14M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.