401(k) · DOL Form 5500 · 2023

Associated Credit Union of Texas 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
176
Participants Small participant base
70th
Percentile by assets National rank
$98,030
Avg per participant Below avg balance/head
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Official DOL plan name: Associated Credit Union of Texas 401(k) Plan and Trust · Sponsored by Associated Credit Union of Texas · Texas · Finance & Insurance

$17M in assets, 176 participants

Associated Credit Union of Texas's Associated Credit Union of Texas 401(k) Plan and Trust reported $17M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,927 in Finance & Insurance (8,869 peers)

Coverage in Texas

Associated Credit Union of Texas 401(k) Plan and Trust covers 176 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,927
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY

Associated Credit Union of Texas 401(k) Plan and Trust's outsized position by total assets

Associated Credit Union of Texas 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,253,289 Top 30% higher than 70% of 127,068 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 2023

Associated Credit Union of Texas 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Credit Union of Texas 401(k) Plan and Trust sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Credit Union of Texas 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Associated Credit Union of Texas 401(k) Plan and Trust reported participants rose from 136 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Associated Credit Union of Texas 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741321144 · Associated Credit Union of Texas PY 2023 · 401(k)

Associated Credit Union of Texas 401(k) Plan and Trust · $17M · 176 · 70th

  • SCH $17M
  • EBSA 176
  • PART 70th
  • TYPE 401(k)
  • NET near Institute for Human and Social Development Retirement Plan
  • BOOK ind #4927

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 →

Associated Credit Union of Texas 401(k) Plan and Trust in the asset neighbourhood

Associated Credit Union of Texas 401(k) Plan and TrustAssociated Credit Union of T…$17MInstitute for Human and Social Development Retirement PlanInstitute for Human and Soci…$17MViaero Wireless Technologies, Inc. 401(k) PlanViaero Wireless Technologies…$17MW.G. Tomko, Incorporated Profit Sharing PlanW.G. Tomko, Incorporated Pro…$17MMidwest Communications, Inc. 401(k) RetirementMidwest Communications, Inc.…$17M
End-of-year total assets ($M) among Associated Credit Union of Texas 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN741321144
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Credit Union of Texas)

Sponsor-wide plan assets over time

All Associated Credit Union of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.59180264929939% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.5M $17.4M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 136 $14M
2023 1 176 $17M
2024 1 144 $17M

Nearby 401(k) Plans in Texas

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

Associated Credit Union of Texas 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Associated Credit Union of Texas 401(k) Plan and Trust, Total assets ($B): 0.017253289 · Participants: 176Associated Credit Union of Texas 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Associated Credit Union of Texas 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Associated Credit Union of Texas 401(k) Plan and Trust side-by-side with 3 peers →

Associated Credit Union of Texas 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Institute for Human and Social Development Retirement Plan in CA ($17M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Associated Credit Union of Texas 401(k) Plan and Trust assets move in 2023? ▼
Associated Credit Union of Texas 401(k) Plan and Trust grew sharply - up 19.3% during 2023, from $14M to $17M. Reported net income was $3M.
How have Associated Credit Union of Texas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Credit Union of Texas's sponsor-wide assets grew 20.6%, from $14M to $17M.
Which 401(k) plans are similar in size to Associated Credit Union of Texas 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Institute for Human and Social Development Retirement Plan in CA ($17M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Associated Credit Union of Texas 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741321144.

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.