401(k) · DOL Form 5500 · 2023

Advancial Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
255
Participants Below avg headcount
85th
Percentile by assets National rank
$187,216
Avg per participant Above avg balance/head
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Official DOL plan name: Advancial Federal Credit Union 401(k) Retirement Plan · Sponsored by Advancial Federal Credit Union · Texas · Finance & Insurance

$48M in assets, 255 participants

Advancial Federal Credit Union's Advancial Federal Credit Union 401(k) Retirement Plan reported $48M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,839 in Finance & Insurance (8,869 peers)

Coverage in Texas

Advancial Federal Credit Union 401(k) Retirement Plan covers 255 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $48M.

#6,839
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Advancial Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Advancial Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$47,739,979 Top 15% higher than 85% 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

Advancial Federal Credit Union 401(k) Retirement 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. Advancial Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advancial Federal Credit Union 401(k) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Advancial Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Advancial Federal Credit Union 401(k) Retirement Plan reported participants rose from 237 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750793299 · Advancial Federal Credit Union PY 2023 · 401(k)

Advancial Federal Credit Union 401(k) Retirement Plan · $48M · 255 · 85th

  • PCT $48M
  • PCT 255
  • PCT 85th
  • PCT 401(k)
  • PCT near Great Clips, Inc. 401(k) Plan
  • PCT ind #6839

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 →

Advancial Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Advancial Federal Credit Union 401(k) Retirement PlanAdvancial Federal Credit Uni…$48MGreat Clips, Inc. 401(k) Plan$48MBucher Hydraulics, Inc. 401(k) Savings and Profit Sharing PlanBucher Hydraulics, Inc. 401(…$48MEmployees Retirement Readiness - 401(k) Savings PlanEmployees Retirement Readine…$48MAvalign Technologies Inc 401(k) PlanAvalign Technologies Inc 401…$48M
End-of-year total assets ($M) among Advancial Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$48M
Net Income$9M
Employer EIN750793299
Plan Effective Date1984-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Advancial Federal Credit Union)

Sponsor-wide plan assets over time

All Advancial Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 48.644098721163886% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.4M $57M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 237 $38M
2023 1 255 $48M
2024 1 287 $57M

Nearby 401(k) Plans in Texas

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

Advancial Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Advancial Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.047739979 · Participants: 255Advancial Federal Credit Union 401(k) Retirement 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
Advancial Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Advancial Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Great Clips, Inc. 401(k) Plan in MN ($48M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Advancial Federal Credit Union 401(k) Retirement Plan assets move in 2023? ▼
Advancial Federal Credit Union 401(k) Retirement Plan grew sharply - up 24.4% during 2023, from $38M to $48M. Reported net income was $9M.
How have Advancial Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advancial Federal Credit Union's sponsor-wide assets grew 48.6%, from $38M to $57M.
Where does Advancial Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Advancial Federal Credit Union 401(k) Retirement Plan ranks in the 85th 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 Advancial Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Clips, Inc. 401(k) Plan in MN ($48M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Advancial Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants, N/A 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 750793299.

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.