Defined Benefit (Pension) · DOL Form 5500 · 2022

Amplify Credit Union Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
113
Participants Small participant base
82nd
Percentile by assets National rank
$245,354
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amplify Credit Union Defined Benefit Plan · Sponsored by Amplify Credit Union · Texas · Finance & Insurance

$28M in assets, 113 participants

Amplify Credit Union's Amplify Credit Union Defined Benefit Plan reported $28M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,540 in Finance & Insurance (9,261 peers)

Coverage in Texas

Amplify Credit Union Defined Benefit Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#6,540
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amplify Credit Union Defined Benefit Plan's outsized position by total assets

Amplify Credit Union Defined Benefit Plan vs every filed plan by assets

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

$27,724,983 Top 18% higher than 82% 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

Amplify Credit Union Defined Benefit 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. Amplify Credit Union Defined Benefit Plan sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 741592875 · Amplify Credit Union PY 2022 · Defined Benefit (Pension)

Amplify Credit Union Defined Benefit Plan · $28M · 113 · 82nd

  • PCT $28M
  • PCT 113
  • PCT 82nd
  • PCT Defined Benefit (Pension)
  • PCT near Field Packing Company 2010 Restated Retirement Plan
  • PCT ind #6540

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 →

Amplify Credit Union Defined Benefit Plan in the asset neighbourhood

Sheet Metal Workers Local #20 South Bend Area Pension FundSheet Metal Workers Local #2…$28MLocal 400 Food Terminal Employees' Pension PlanLocal 400 Food Terminal Empl…$28MAmplify Credit Union Defined Benefit PlanAmplify Credit Union Defined…$28MField Packing Company 2010 Restated Retirement PlanField Packing Company 2010 R…$28MNoranda Finance Holdings, Inc. US Employees Retirement PlanNoranda Finance Holdings, In…$28M
End-of-year total assets ($M) among Amplify Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN741592875
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amplify Credit Union)

Sponsor-wide plan assets over time

All Amplify Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 48.62916412362665% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $47.1M $24.2M ▼ -48.6%
Year Plans Participants Total Assets
2022 2 322 $47M
2023 2 354 $54M
2024 2 290 $24M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amplify Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Amplify Credit Union Defined Benefit Plan, Total assets ($B): 0.027724983 · Participants: 113Amplify Credit Union Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Amplify Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Amplify Credit Union Defined Benefit Plan side-by-side with 3 peers →

Amplify Credit Union Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Field Packing Company 2010 Restated Retirement Plan in KY ($28M); by covered participants it is Postgraduate Center Employees Retirement Plan in NY (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Amplify Credit Union Defined Benefit Plan assets move in 2022? ▼
Amplify Credit Union Defined Benefit Plan pulled back noticeably - down 13.5% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Amplify Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amplify Credit Union's sponsor-wide assets declined 48.6%, from $47M to $24M.
Where does Amplify Credit Union Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Amplify Credit Union Defined Benefit Plan ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to Amplify Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Field Packing Company 2010 Restated Retirement Plan in KY ($28M, 377 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amplify Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Postgraduate Center Employees Retirement Plan in NY (113 participants, $16M 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 741592875.

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.