401(k) · DOL Form 5500 · 2023

Rave Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
269
Participants Below avg headcount
71st
Percentile by assets National rank
$69,306
Avg per participant Below avg balance/head
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Official DOL plan name: Rave Financial 401(k) Profit Sharing Plan · Sponsored by Rave Financial Credit Union · Texas · Finance & Insurance

$19M in assets, 269 participants

Rave Financial Credit Union's Rave Financial 401(k) Profit Sharing Plan reported $19M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,106 in Finance & Insurance (8,869 peers)

Coverage in Texas

Rave Financial 401(k) Profit Sharing Plan covers 269 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#5,106
in Finance & Insurance (8,869 peers)
+13.9%
assets growth YoY

Rave Financial 401(k) Profit Sharing Plan's outsized position by total assets

Rave Financial 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,643,265 Top 29% higher than 71% 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

Rave Financial 401(k) Profit Sharing 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. Rave Financial 401(k) Profit Sharing Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rave Financial 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rave Financial 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Rave Financial 401(k) Profit Sharing Plan reported participants rose from 241 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741115584 · Rave Financial Credit Union PY 2023 · 401(k)

Rave Financial 401(k) Profit Sharing Plan · $19M · 269 · 71st

  • TYPE $19M
  • TYPE 269
  • TYPE 71st
  • TYPE 401(k)
  • TYPE near Three Rose III Corp. Pension Plan
  • TYPE ind #5106

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 →

Rave Financial 401(k) Profit Sharing Plan in the asset neighbourhood

Rave Financial 401(k) Profit Sharing PlanRave Financial 401(k) Profit…$19MThree Rose III Corp. Pension PlanThree Rose III Corp. Pension…$19MHome Franchise Concepts Retirement Savings PlanHome Franchise Concepts Reti…$19MCommon Sense Media 401(k) PlanCommon Sense Media 401(k) Pl…$19MHemic 401(k) Retirement Plan$19M
End-of-year total assets ($M) among Rave Financial 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN741115584
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rave Financial Credit Union)

Sponsor-wide plan assets over time

All Rave Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 43.2243628830297% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.4M $23.4M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 241 $16M
2023 1 269 $19M
2024 1 291 $23M

Nearby 401(k) Plans in Texas

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

Rave Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rave Financial 401(k) Profit Sharing Plan, Total assets ($B): 0.018643265 · Participants: 269Rave Financial 401(k) Profit Sharing 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
Rave Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rave Financial 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rave Financial 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Three Rose III Corp. Pension Plan in NY ($19M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Rave Financial 401(k) Profit Sharing Plan assets move in 2023? ▼
Rave Financial 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2023, from $16M to $19M. Reported net income was $2M.
How have Rave Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rave Financial Credit Union's sponsor-wide assets grew 43.2%, from $16M to $23M.
Which 401(k) plans are similar in size to Rave Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Rose III Corp. Pension Plan in NY ($19M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Rave Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M 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 741115584.

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.