Money Purchase · DOL Form 5500 · 2022

Abilene Teachers Federal Credit Union Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
105
Participants Small participant base
59th
Percentile by assets National rank
$71,402
Avg per participant Below avg balance/head
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Official DOL plan name: Abilene Teachers Federal Credit Union Money Purchase Plan and Trust · Sponsored by Abilene Teachers Federal Credit Union · Texas · Finance & Insurance

$7M in assets, 105 participants

Abilene Teachers Federal Credit Union's Abilene Teachers Federal Credit Union Money Purchase Plan and Trust reported $7M in total assets and 105 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.

  • #3,918 in Finance & Insurance (9,261 peers)

Coverage in Texas

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#3,918
in Finance & Insurance (9,261 peers)
-16.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust vs every filed plan by assets

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

$7,497,165 Top 41% higher than 59% 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

Abilene Teachers Federal Credit Union Money Purchase 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. Abilene Teachers Federal Credit Union Money Purchase Plan and Trust sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 750888860 · Abilene Teachers Federal Credit Union PY 2022 · Money Purchase

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust · $7M · 105 · 59th

  • EOY $7M
  • EOY 105
  • EOY 59th
  • EOY Money Purchase
  • EOY near Lucas Limited Money Purchase Pension Plan
  • EOY ind #3918

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 →

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust in the asset neighbourhood

Bricklayers & Allied Craftsmen Local Union No. 7 Retirement PlanBricklayers & Allied Craftsm…$8MUniversity Auxiliary Services at Albany, Inc. 401(a) DC PlanUniversity Auxiliary Service…$8MAbilene Teachers Federal Credit Union Money Purchase Plan and TrustAbilene Teachers Federal Cre…$7MLucas Limited Money Purchase Pension PlanLucas Limited Money Purchase…$8MHeath Village Pension Plan$7M
End-of-year total assets ($M) among Abilene Teachers Federal Credit Union Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN750888860
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abilene Teachers Federal Credit Union)

Sponsor-wide plan assets over time

All Abilene Teachers Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 36.402810210683114% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.19M $12.5M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 227 $9M
2023 2 230 $11M
2024 2 242 $13M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants Abilene Teachers Federal Credit Union Money Purchase Plan and Trust, Total assets ($M): 7.497165 · Participants: 105Abilene Teachers Federal Credit Union Money Purchase Plan and TrustOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
Abilene Teachers Federal Credit Union Money Purchase Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Lucas Limited Money Purchase Pension Plan in CA ($8M); by covered participants it is United Union of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension Plan in KS (105 participants). Same-state nearby plans are listed separately above.

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 Abilene Teachers Federal Credit Union Money Purchase Plan and Trust assets move in 2022? ▼
Abilene Teachers Federal Credit Union Money Purchase Plan and Trust declined sharply - down 16.1% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Abilene Teachers Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abilene Teachers Federal Credit Union's sponsor-wide assets grew 36.4%, from $9M to $13M.
Which Money Purchase plans are similar in size to Abilene Teachers Federal Credit Union Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Lucas Limited Money Purchase Pension Plan in CA ($8M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Abilene Teachers Federal Credit Union Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Union of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension Plan in KS (105 participants, $13M in assets).