401(k) · DOL Form 5500 · 2022

Rally Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
525
Participants Below avg headcount
81st
Percentile by assets National rank
$48,694
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rally Credit Union 401(k) Plan · Sponsored by Rally Credit Union · Texas · Finance & Insurance

$26M in assets, 525 participants

Rally Credit Union's Rally Credit Union 401(k) Plan reported $26M in total assets and 525 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,395 in Finance & Insurance (9,261 peers)

Where Rally Credit Union 401(k) Plan sits by assets

Rally Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 525 participants (~$48,694/participant), down 11.5% in 2022.

#6,395
in Finance & Insurance (9,261 peers)
-11.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Rally Credit Union 401(k) Plan's outsized position by total assets

Rally Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,564,544 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Rally Credit Union 401(k) Plan 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. Rally Credit Union 401(k) Plan sits mid-pack in the medium band (525 participants).

Published 5500 schedule card

Filing strip 741237070 · Rally Credit Union PY 2022 · 401(k)

Rally Credit Union 401(k) Plan · $26M · 525 · 81st

  • BOY $26M
  • SCH 525
  • EBSA 81st
  • PART 401(k)
  • TYPE near Polychem, LLC 401(k) Plan
  • NET ind #6395

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 →

Rally Credit Union 401(k) Plan in the asset neighbourhood

Polychem, LLC 401(k) Plan$26MJacobus Energy Retirement PlanJacobus Energy Retirement Pl…$26MRally Credit Union 401(k) PlanRally Credit Union 401(k) Pl…$26MAmerican Tel-a-Systems, Inc. 401(k) Profit Sharing PlanAmerican Tel-a-Systems, Inc.…$26MLane's Retirement Savings and Pension PlanLane's Retirement Savings an…$26M
End-of-year total assets ($M) among Rally Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN741237070
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rally Credit Union)

Sponsor-wide plan assets over time

All Rally Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.41390155447627% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $87.5M $107M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 844 $88M
2023 2 837 $96M
2024 2 846 $107M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rally Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Rally Credit Union 401(k) Plan, Total assets ($B): 0.025564544 · Participants: 525Rally Credit Union 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Rally Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rally Credit Union 401(k) Plan side-by-side with 3 peers →

Rally Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Polychem, LLC 401(k) Plan in OH ($26M); by covered participants it is Association for Individual Development Retirement Plan in IL (525 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (525 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.

Frequently Asked Questions

How did Rally Credit Union 401(k) Plan assets move in 2022? ▼
Rally Credit Union 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Rally Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rally Credit Union's sponsor-wide assets grew 22.4%, from $88M to $107M.
Where does Rally Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Rally Credit Union 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rally Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polychem, LLC 401(k) Plan in OH ($26M, 579 participants).
Which 401(k) plans cover a similar participant headcount to Rally Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Association for Individual Development Retirement Plan in IL (525 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741237070.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.