Money Purchase · DOL Form 5500 · 2023

Abilene Teachers Federal Credit Union Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
103
Participants Small participant base
56th
Percentile by assets National rank
$84,485
Avg per participant Below avg balance/head
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Official DOL plan name: Abilene Teachers Federal Credit Union Money Purchase Plan and Trust · Sponsored by Abilene Teachers Federal Credit Union · Texas · Finance & Insurance

$9M in assets, 103 participants

Abilene Teachers Federal Credit Union's Abilene Teachers Federal Credit Union Money Purchase Plan and Trust reported $9M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,577 in Finance & Insurance (8,869 peers)

Coverage in Texas

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust covers 103 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#3,577
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust vs every filed plan by assets

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

$8,701,940 Top 44% higher than 56% 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

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust 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. Abilene Teachers Federal Credit Union Money Purchase Plan and Trust sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abilene Teachers Federal Credit Union Money Purchase Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Abilene Teachers Federal Credit Union Money Purchase Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Abilene Teachers Federal Credit Union Money Purchase Plan and Trust reported participants fell from 105 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 750888860 · Abilene Teachers Federal Credit Union PY 2023 · Money Purchase

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust · $9M · 103 · 56th

  • SCH $9M
  • SCH 103
  • SCH 56th
  • SCH Money Purchase
  • SCH near Benjamin E. Myers Money Purchase Pension Plan and Trust
  • SCH ind #3577

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 →

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust in the asset neighbourhood

Clearfield Hospital Retirement PlanClearfield Hospital Retireme…$9MBenjamin E. Myers Money Purchase Pension Plan and TrustBenjamin E. Myers Money Purc…$9MAbilene Teachers Federal Credit Union Money Purchase Plan and TrustAbilene Teachers Federal Cre…$9MNortheast Treatement Centers Employee Money Purchase Pension PlanNortheast Treatement Centers…$9MHeath Village Pension Plan$9M
End-of-year total assets ($M) among Abilene Teachers Federal Credit Union Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN750888860
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abilene Teachers Federal Credit Union)

Sponsor-wide plan assets over time

All Abilene Teachers Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 36.402810210683114% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.19M $12.5M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 227 $9M
2023 2 230 $11M
2024 2 242 $13M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Abilene Teachers Federal Credit Union Money Purchase Plan and Trust, Total assets ($B): 0.00870194 · Participants: 103Abilene Teachers Federal Credit Union Money Purchase Plan and TrustOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Abilene Teachers Federal Credit Union Money Purchase Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Abilene Teachers Federal Credit Union Money Purchase Plan and Trust side-by-side with 3 peers →

Abilene Teachers Federal Credit Union Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Benjamin E. Myers Money Purchase Pension Plan and Trust in AZ ($9M); by covered participants it is Missouri Hospital Association Employees Pension Plan in MO (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 Abilene Teachers Federal Credit Union Money Purchase Plan and Trust assets move in 2023? ▼
Abilene Teachers Federal Credit Union Money Purchase Plan and Trust grew sharply - up 16.1% during 2023, from $7M to $9M. Reported net income was $1M.
How have Abilene Teachers Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abilene Teachers Federal Credit Union's sponsor-wide assets grew 36.4%, from $9M to $13M.
Which Money Purchase plans are similar in size to Abilene Teachers Federal Credit Union Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Benjamin E. Myers Money Purchase Pension Plan and Trust in AZ ($9M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Abilene Teachers Federal Credit Union Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Missouri Hospital Association Employees Pension Plan in MO (103 participants, $30M 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 750888860.

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.