Defined Benefit (Pension) · DOL Form 5500 · 2022

Rally Credit Union Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
319
Participants Below avg headcount
90th
Percentile by assets National rank
$194,161
Avg per participant Above avg balance/head
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Official DOL plan name: Rally Credit Union Defined Benefit Plan · Sponsored by Rally Credit Union · Texas · Finance & Insurance

$62M in assets, 319 participants

Rally Credit Union's Rally Credit Union Defined Benefit Plan reported $62M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,712 in Finance & Insurance (9,261 peers)

Coverage in Texas

Rally Credit Union Defined Benefit Plan covers 319 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $62M.

#7,712
in Finance & Insurance (9,261 peers)
+2.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$61,937,210 Top 10% higher than 90% 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 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. Rally Credit Union Defined Benefit Plan sits mid-pack in the medium band (319 participants).

DOL schedule card

Filing strip 741237070 · Rally Credit Union PY 2022 · Defined Benefit (Pension)

Rally Credit Union Defined Benefit Plan · $62M · 319 · 90th

  • EIN $62M
  • RANK 319
  • PHOTO 90th
  • IND Defined Benefit (Pension)
  • EOY near American Postal Workers Union Health Plan Employees' Pension Plan
  • 5500 ind #7712

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 Defined Benefit Plan in the asset neighbourhood

IBEW Local 325 Pension Fund$62MEmployees' Retirement Plan of Marelli North Carolina USA LLCEmployees' Retirement Plan o…$62MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$62MAmerican Postal Workers Union Health Plan Employees' Pension PlanAmerican Postal Workers Unio…$62MLakeview Memorial Hospital Association, Inc. Employees' Pension PlanLakeview Memorial Hospital A…$62M
End-of-year total assets ($M) among Rally 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)$60M
Net Assets (End of Year)$62M
Net Income$2M
Employer EIN741237070
Plan Effective Date1979-08-01
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 Defined Benefit (Pension) Plans in Texas

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

Rally 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 ($B) Participants Rally Credit Union Defined Benefit Plan, Total assets ($B): 0.06193721 · Participants: 319Rally 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
Rally Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Rally Credit Union Defined Benefit Plan side-by-side with 3 peers →

Rally 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 American Postal Workers Union Health Plan Employees' Pension Plan in MD ($62M); by covered participants it is Local 475 Pension Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Defined Benefit Plan assets move in 2022? ▼
Rally Credit Union Defined Benefit Plan edged up modestly - up 2.8% during 2022, from $60M to $62M. Reported net income was $2M.
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 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Rally Credit Union Defined Benefit Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rally Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Postal Workers Union Health Plan Employees' Pension Plan in MD ($62M, 157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rally Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 475 Pension Plan in NY (319 participants, $78M 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.