Defined Benefit (Pension) · DOL Form 5500 · 2023

Amplify Credit Union Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
103
Participants Small participant base
80th
Percentile by assets National rank
$303,524
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amplify Credit Union Defined Benefit Plan · Sponsored by Amplify Credit Union · Texas · Finance & Insurance

$31M in assets, 103 participants

Amplify Credit Union's Amplify Credit Union Defined Benefit Plan reported $31M in total assets and 103 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.

  • #6,131 in Finance & Insurance (8,869 peers)

Coverage in Texas

Amplify Credit Union Defined Benefit Plan covers 103 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $31M.

#6,131
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$31,262,939 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

Amplify Credit Union Defined Benefit 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 Defined Benefit Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amplify Credit Union Defined Benefit Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Amplify Credit Union Defined Benefit Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Amplify Credit Union Defined Benefit Plan reported participants fell from 113 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741592875 · Amplify Credit Union PY 2023 · Defined Benefit (Pension)

Amplify Credit Union Defined Benefit Plan · $31M · 103 · 80th

  • NET $31M
  • BOOK 103
  • VS-ST 80th
  • BOY Defined Benefit (Pension)
  • SCH near Alabama Housing Finance Authority Employees' Pension Plan
  • EBSA ind #6131

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 Defined Benefit Plan in the asset neighbourhood

Enstar Natural Gas Company, LLC Retirement Plan for Non-Union EmployeesEnstar Natural Gas Company, …$31MAlabama Housing Finance Authority Employees' Pension PlanAlabama Housing Finance Auth…$31MThe Mentholatum Company Pension Plan for Employees Employed in the United States of AmericaThe Mentholatum Company Pens…$31MAmplify Credit Union Defined Benefit PlanAmplify Credit Union Defined…$31MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$31M
End-of-year total assets ($M) among Amplify Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN741592875
Plan Effective Date2009-01-01
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 Defined Benefit (Pension) Plans in Texas

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

Amplify Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Amplify Credit Union Defined Benefit Plan, Total assets ($B): 0.031262939 · Participants: 103Amplify Credit Union Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Amplify Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Amplify Credit Union Defined Benefit Plan side-by-side with 3 peers →

Amplify 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 Alabama Housing Finance Authority Employees' Pension Plan in AL ($31M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Defined Benefit Plan assets move in 2023? ▼
Amplify Credit Union Defined Benefit Plan grew at a solid clip - up 12.8% during 2023, from $28M to $31M. Reported net income was $4M.
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 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Amplify Credit Union Defined Benefit 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 Defined Benefit (Pension) plans are similar in size to Amplify Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alabama Housing Finance Authority Employees' Pension Plan in AL ($31M, 142 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amplify Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hawaii Dental Service in HI (103 participants, $42M 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.