401(k) · DOL Form 5500 · 2023

America's Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
121
Participants Small participant base
61st
Percentile by assets National rank
$91,174
Avg per participant Below avg balance/head
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Official DOL plan name: America's Credit Union Capital Accumulation Plan · Sponsored by America's Credit Union · Texas · Finance & Insurance

$11M in assets, 121 participants

America's Credit Union's America's Credit Union Capital Accumulation Plan reported $11M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,037 in Finance & Insurance (8,869 peers)

Coverage in Texas

America's Credit Union Capital Accumulation Plan covers 121 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#4,037
in Finance & Insurance (8,869 peers)
+18.6%
assets growth YoY

America's Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

America's Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$11,032,025 Top 39% higher than 61% 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

America's Credit Union Capital Accumulation Plan 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. America's Credit Union Capital Accumulation Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • America's Credit Union Capital Accumulation Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • America's Credit Union Capital Accumulation Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • America's Credit Union Capital Accumulation Plan reported participants rose from 113 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 756016747 · America's Credit Union PY 2023 · 401(k)

America's Credit Union Capital Accumulation Plan · $11M · 121 · 61st

  • SCH $11M
  • SCH 121
  • SCH 61st
  • SCH 401(k)
  • SCH near Mpulse 401(k) Plan
  • SCH ind #4037

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 →

America's Credit Union Capital Accumulation Plan in the asset neighbourhood

America's Credit Union Capital Accumulation PlanAmerica's Credit Union Capit…$11MMpulse 401(k) Plan$11MElectromed Inc. 401(k) Profit Sharing Plan and TrustElectromed Inc. 401(k) Profi…$11MGastrointestinal Consultants of Northeast Pennsylvania, P.C. Profit Sharing PlanGastrointestinal Consultants…$11MTricor Industrial, Inc. 401(k) PlanTricor Industrial, Inc. 401(…$11M
End-of-year total assets ($M) among America's Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN756016747
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (America's Credit Union)

Sponsor-wide plan assets over time

All America's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.2760556167739% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.3M $12.4M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 113 $9M
2023 1 121 $11M
2024 1 129 $12M

Nearby 401(k) Plans in Texas

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

America's Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants America's Credit Union Capital Accumulation Plan, Total assets ($B): 0.011032025 · Participants: 121America's Credit Union Capital Accumulation PlanAT&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
America's Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants

America's Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mpulse 401(k) Plan in CA ($11M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 America's Credit Union Capital Accumulation Plan assets move in 2023?
America's Credit Union Capital Accumulation Plan grew sharply - up 18.6% during 2023, from $9M to $11M. Reported net income was $2M.
How have America's Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), America's Credit Union's sponsor-wide assets grew 33.3%, from $9M to $12M.
Which 401(k) plans are similar in size to America's Credit Union Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by assets is Mpulse 401(k) Plan in CA ($11M, 186 participants).
Which 401(k) plans cover a similar participant headcount to America's Credit Union Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A in assets).