401(k) · DOL Form 5500 · 2022

Advancial Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
237
Participants Below avg headcount
86th
Percentile by assets National rank
$161,927
Avg per participant Above avg balance/head
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Official DOL plan name: Advancial Federal Credit Union 401(k) Retirement Plan · Sponsored by Advancial Federal Credit Union · Texas · Finance & Insurance

$38M in assets, 237 participants

Advancial Federal Credit Union's Advancial Federal Credit Union 401(k) Retirement Plan reported $38M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,107 in Finance & Insurance (9,261 peers)

Coverage in Texas

Advancial Federal Credit Union 401(k) Retirement Plan covers 237 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $38M.

#7,107
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advancial Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Advancial Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$38,376,614 Top 14% higher than 86% 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

Advancial Federal Credit Union 401(k) Retirement 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. Advancial Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (237 participants).

Form 5500 schedule snapshot

Filing strip 750793299 · Advancial Federal Credit Union PY 2022 · 401(k)

Advancial Federal Credit Union 401(k) Retirement Plan · $38M · 237 · 86th

  • VS-ST $38M
  • BOY 237
  • SCH 86th
  • EBSA 401(k)
  • PART near Boswell Engineering 401(k) Plan
  • TYPE ind #7107

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 →

Advancial Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Advancial Federal Credit Union 401(k) Retirement PlanAdvancial Federal Credit Uni…$38MBoswell Engineering 401(k) PlanBoswell Engineering 401(k) P…$38MAssociated Space Design, Inc. Retirement Savings PlanAssociated Space Design, Inc…$38MSierra Wireless America 401(k) Savings PlanSierra Wireless America 401(…$38MArmacell, LLC Retirement Savings PlanArmacell, LLC Retirement Sav…$38M
End-of-year total assets ($M) among Advancial Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$38M
Net Income-$8M
Employer EIN750793299
Plan Effective Date1984-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Advancial Federal Credit Union)

Sponsor-wide plan assets over time

All Advancial Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 48.644098721163886% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.4M $57M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 237 $38M
2023 1 255 $48M
2024 1 287 $57M

Nearby 401(k) Plans in Texas

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

Advancial Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Advancial Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.038376614 · Participants: 237Advancial Federal Credit Union 401(k) Retirement 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
Advancial Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Advancial Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Boswell Engineering 401(k) Plan in NJ ($38M); by covered participants it is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Advancial Federal Credit Union 401(k) Retirement Plan assets move in 2022? ▼
Advancial Federal Credit Union 401(k) Retirement Plan declined sharply - down 16.4% during 2022, from $46M to $38M. Reported net income was -$8M.
How have Advancial Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advancial Federal Credit Union's sponsor-wide assets grew 48.6%, from $38M to $57M.
Where does Advancial Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Advancial Federal Credit Union 401(k) Retirement Plan ranks in the 86th 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 Advancial Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boswell Engineering 401(k) Plan in NJ ($38M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Advancial Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants, $5M 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 750793299.

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.