401(k) · DOL Form 5500 · 2023

Amplify Credit Union 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
251
Participants Below avg headcount
75th
Percentile by assets National rank
$88,878
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amplify Credit Union 401(k) Plan · Sponsored by Amplify Credit Union · Texas · Finance & Insurance

$22M in assets, 251 participants

Amplify Credit Union's Amplify Credit Union 401(k) Plan reported $22M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,478 in Finance & Insurance (8,869 peers)

Coverage in Texas

Amplify Credit Union 401(k) Plan covers 251 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#5,478
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Amplify Credit Union 401(k) Plan's outsized position by total assets

Amplify Credit Union 401(k) Plan vs every filed plan by assets

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

$22,308,315 Top 25% higher than 75% 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

Amplify Credit Union 401(k) 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. Amplify Credit Union 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amplify Credit Union 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Amplify Credit Union 401(k) Plan reported participants rose from 209 in the plan year 2022 filing to 251 in the plan year 2023 filing.
  • Amplify Credit Union 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741592875 · Amplify Credit Union PY 2023 · 401(k)

Amplify Credit Union 401(k) Plan · $22M · 251 · 75th

  • EIN $22M
  • EIN 251
  • EIN 75th
  • EIN 401(k)
  • EIN near Banyan Software Retirement Plan
  • EIN ind #5478

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 401(k) Plan in the asset neighbourhood

Amplify Credit Union 401(k) PlanAmplify Credit Union 401(k) …$22MBanyan Software Retirement PlanBanyan Software Retirement P…$22MMcs Group Retirement Savings PlanMcs Group Retirement Savings…$22MRukert Terminals Corporation Employee Savings 401(k) PlanRukert Terminals Corporation…$22MWaterford Bank Retirement Savings PlanWaterford Bank Retirement Sa…$22M
End-of-year total assets ($M) among Amplify Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN741592875
Plan Effective Date1995-01-01
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 401(k) Plans in Texas

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

Amplify Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Amplify Credit Union 401(k) Plan, Total assets ($B): 0.022308315 · Participants: 251Amplify Credit Union 401(k) 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
Amplify Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Amplify Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Banyan Software Retirement Plan in GA ($22M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Amplify Credit Union 401(k) Plan assets move in 2023? ▼
Amplify Credit Union 401(k) Plan grew sharply - up 15.2% during 2023, from $19M to $22M. Reported net income was $3M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Amplify Credit Union 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amplify Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banyan Software Retirement Plan in GA ($22M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Amplify Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 participants, $8M 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 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.