401(k) · DOL Form 5500 · 2024

Associated Credit Union of Texas 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
144
Participants Small participant base
68th
Percentile by assets National rank
$121,125
Avg per participant Near avg balance/head
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Official DOL plan name: Associated Credit Union of Texas 401(k) Plan and Trust · Sponsored by Associated Credit Union of Texas · Texas · Finance & Insurance

$17M in assets, 144 participants

Associated Credit Union of Texas's Associated Credit Union of Texas 401(k) Plan and Trust reported $17M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,444 in Finance & Insurance (8,549 peers)

Coverage in Texas

Associated Credit Union of Texas 401(k) Plan and Trust covers 144 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,444
in Finance & Insurance (8,549 peers)
+1.1%
assets growth YoY

Associated Credit Union of Texas 401(k) Plan and Trust's outsized position by total assets

Associated Credit Union of Texas 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,442,004 Top 32% higher than 68% of 123,620 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 2024

Associated Credit Union of Texas 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Credit Union of Texas 401(k) Plan and Trust sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Credit Union of Texas 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $189K in the plan year 2024 filing.
  • Associated Credit Union of Texas 401(k) Plan and Trust reported participants fell from 176 in the plan year 2023 filing to 144 in the plan year 2024 filing.
  • Associated Credit Union of Texas 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741321144 · Associated Credit Union of Texas PY 2024 · 401(k)

Associated Credit Union of Texas 401(k) Plan and Trust · $17M · 144 · 68th

  • PHOTO $17M
  • IND 144
  • EOY 68th
  • 5500 401(k)
  • ASSETS near South Florida Surgical Special 401(k) Profit Sharing Plan & Trust
  • PCT ind #4444

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 →

Associated Credit Union of Texas 401(k) Plan and Trust in the asset neighbourhood

Associated Credit Union of Texas 401(k) Plan and TrustAssociated Credit Union of T…$17MSouth Florida Surgical Special 401(k) Profit Sharing Plan & TrustSouth Florida Surgical Speci…$17MRmc 2021 LLC 401(k) Plan$17MParagon Bank 401(k) Employee Stock Ownership PlanParagon Bank 401(k) Employee…$17MSilkroad Technology, Inc. 401(k) Profit Sharing Plan & TrustSilkroad Technology, Inc. 40…$17M
End-of-year total assets ($M) among Associated Credit Union of Texas 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$189K
Employer EIN741321144
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Credit Union of Texas)

Sponsor-wide plan assets over time

All Associated Credit Union of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.59180264929939% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.5M $17.4M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 136 $14M
2023 1 176 $17M
2024 1 144 $17M

Nearby 401(k) Plans in Texas

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

Associated Credit Union of Texas 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Associated Credit Union of Texas 401(k) Plan and Trust, Total assets ($B): 0.017442004 · Participants: 144Associated Credit Union of Texas 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Associated Credit Union of Texas 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Associated Credit Union of Texas 401(k) Plan and Trust side-by-side with 3 peers →

Associated Credit Union of Texas 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is South Florida Surgical Special 401(k) Profit Sharing Plan & Trust in FL ($17M); by covered participants it is Boone Drugs, Inc. Savings Plus Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Associated Credit Union of Texas 401(k) Plan and Trust assets move in 2024? ▼
Associated Credit Union of Texas 401(k) Plan and Trust edged up modestly - up 1.1% during 2024, from $17M to $17M. Reported net income was $189K.
How have Associated Credit Union of Texas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Credit Union of Texas's sponsor-wide assets grew 20.6%, from $14M to $17M.
Which 401(k) plans are similar in size to Associated Credit Union of Texas 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is South Florida Surgical Special 401(k) Profit Sharing Plan & Trust in FL ($17M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Associated Credit Union of Texas 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Boone Drugs, Inc. Savings Plus Plan in NC (144 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741321144.

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.