401(k) · DOL Form 5500 · 2022

Alliance Credit Union 401(k) Plan

Q: How did Alliance Credit Union 401(k) Plan assets move in 2022?

Alliance Credit Union 401(k) Plan pulled back noticeably - down 5.5% during 2022, from $8M to $8M. Reported net income was -$450K.

Q: How have Alliance Credit Union plan assets changed over time?

Across 3 plan years on file (2022-2024), Alliance Credit Union's sponsor-wide assets grew 59.5%, from $8M to $12M.

Q: Which 401(k) plans are similar in size to Alliance Credit Union 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Goodman Mcguffey LLP 401(k) Plan in GA ($8M, 68 participants).

Q: Which 401(k) plans cover a similar participant headcount to Alliance Credit Union 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 114
Participants Small participant base: 59th
Percentile by assets National rank: $67,322
Avg per participant Below avg balance/head

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

$8M in assets, 114 participants

Alliance Credit Union's Alliance Credit Union 401(k) Plan reported $8M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

#3,963 in Finance & Insurance (9,261 peers)

Coverage in Texas

Alliance Credit Union 401(k) Plan covers 114 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#3,963
in Finance & Insurance (9,261 peers): -5.5%
assets change YoY

The plan reported a net loss of $450K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$7,674,730 Top 41% higher than 59% 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

Alliance 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. Alliance Credit Union 401(k) Plan sits mid-pack in the medium band (114 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

DOL schedule card

Filing strip 750800435 · Alliance Credit Union PY 2022 · 401(k)

Alliance Credit Union 401(k) Plan · $8M · 114 · 59th

PART $8M
TYPE 114
NET 59th
BOOK 401(k)
VS-ST near Goodman Mcguffey LLP 401(k) Plan
BOY ind #3963

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 →

End-of-year total assets ($M) among Alliance Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	-$450K
Employer EIN	750800435
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alliance Credit Union)

Latest sponsor-wide plan assets: $12M 59.489701917852486% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	114	$8M
2023	1	123	$10M
2024	1	136	$12M

Nearby 401(k) Plans in Texas

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

Alliance Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Alliance Credit Union 401(k) Plan side-by-side with 3 peers →

Alliance 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 Goodman Mcguffey LLP 401(k) Plan in GA ($8M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Goodman Mcguffey LLP 401(k) Plan (GA) $8M · 68
A Book Company LLC 401(k) Profit Sharing Plan and Trust (KY) $8M · 284
Pay Plus Benefits, Inc. Retirement Plan (WA) $8M · 77
Brock & Scott PLLC 401(k) Profit Sharing Plan & Trust (NC) $8M · 404

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

Blue Ocean Realty, LLC Retirement Plan (MD) 114 · 0 off
Maya Cinemas 401(k) Plan (CA) 114 · 0 off
Acusis 401(k) Profit Sharing Plan (PA) 114 · 0 off
Diacom 401(k) Savings Plan (NH) 114 · 0 off

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 Alliance Credit Union 401(k) Plan assets move in 2022? ▼

Alliance Credit Union 401(k) Plan pulled back noticeably - down 5.5% during 2022, from $8M to $8M. Reported net income was -$450K.

How have Alliance Credit Union plan assets changed over time? ▼