401(k) · DOL Form 5500 · 2023

Rally Credit Union 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
555
Participants Below avg headcount
80th
Percentile by assets National rank
$55,678
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$31M in assets, 555 participants

Rally Credit Union's Rally Credit Union 401(k) Plan reported $31M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,106 in Finance & Insurance (8,869 peers)

Where Rally Credit Union 401(k) Plan sits by assets

Rally Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 555 participants (~$55,678/participant), up 20.9% in 2023.

#6,106
in Finance & Insurance (8,869 peers)
+20.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$30,901,231 Top 20% higher than 80% 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

Rally 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. Rally Credit Union 401(k) Plan sits mid-pack in the medium band (555 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rally Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Rally Credit Union 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Rally Credit Union 401(k) Plan reported participants rose from 525 in the plan year 2022 filing to 555 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741237070 · Rally Credit Union PY 2023 · 401(k)

Rally Credit Union 401(k) Plan · $31M · 555 · 80th

  • BOY $31M
  • SCH 555
  • EBSA 80th
  • PART 401(k)
  • TYPE near Upstaging, Inc. 401(k) Savings Plan
  • NET ind #6106

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 401(k) Plan in the asset neighbourhood

Rally Credit Union 401(k) PlanRally Credit Union 401(k) Pl…$31MUpstaging, Inc. 401(k) Savings PlanUpstaging, Inc. 401(k) Savin…$31MNorthwest Medical Specialties, PLLC 401(k) Ps Plan and TrustNorthwest Medical Specialtie…$31MMaine Drilling & Blasting, Inc. 401(k) PlanMaine Drilling & Blasting, I…$31MValley Fresh Foods, Inc. 401(k) Profit Sharing PlanValley Fresh Foods, Inc. 401…$31M
End-of-year total assets ($M) among Rally Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN741237070
Plan Effective Date1997-05-01
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 401(k) Plans in Texas

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

Rally 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 ($B) Participants Rally Credit Union 401(k) Plan, Total assets ($B): 0.030901231 · Participants: 555Rally 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
Rally Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rally Credit Union 401(k) Plan side-by-side with 3 peers →

Rally 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 Upstaging, Inc. 401(k) Savings Plan in IL ($31M); by covered participants it is Miller Transportation 401(k) Plan and Trust in KY (555 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (555 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 Rally Credit Union 401(k) Plan assets move in 2023? ▼
Rally Credit Union 401(k) Plan grew sharply - up 20.9% during 2023, from $26M to $31M. Reported net income was $5M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Rally Credit Union 401(k) Plan ranks in the 80th 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 Rally Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upstaging, Inc. 401(k) Savings Plan in IL ($31M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Rally Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller Transportation 401(k) Plan and Trust in KY (555 participants, $6M 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 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.