Defined Benefit (Pension) · DOL Form 5500 · 2023

Rally Credit Union Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
282
Participants Below avg headcount
88th
Percentile by assets National rank
$231,988
Avg per participant Above avg balance/head
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Official DOL plan name: Rally Credit Union Defined Benefit Plan · Sponsored by Rally Credit Union · Texas · Finance & Insurance

$65M in assets, 282 participants

Rally Credit Union's Rally Credit Union Defined Benefit Plan reported $65M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,239 in Finance & Insurance (8,869 peers)

Coverage in Texas

Rally Credit Union Defined Benefit Plan covers 282 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $65M.

#7,239
in Finance & Insurance (8,869 peers)
+5.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$65,420,676 Top 12% higher than 88% 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

Rally 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. Rally Credit Union Defined Benefit Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rally Credit Union Defined Benefit Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rally Credit Union Defined Benefit Plan reported participants fell from 319 in the plan year 2022 filing to 282 in the plan year 2023 filing.
  • Rally Credit Union Defined Benefit Plan end-of-year assets rose from $62M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741237070 · Rally Credit Union PY 2023 · Defined Benefit (Pension)

Rally Credit Union Defined Benefit Plan · $65M · 282 · 88th

  • BOOK $65M
  • BOOK 282
  • BOOK 88th
  • BOOK Defined Benefit (Pension)
  • BOOK near The Oregon Tool Retirement Plan
  • BOOK ind #7239

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 →

Rally Credit Union Defined Benefit Plan in the asset neighbourhood

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontNon-Contributory Retirement …$66MRetail Clerks Specialty Stores Pension FundRetail Clerks Specialty Stor…$65MThe Oregon Tool Retirement PlanThe Oregon Tool Retirement P…$65MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$65MSgl Group US Retirement Plan$65M
End-of-year total assets ($M) among Rally 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)$62M
Net Assets (End of Year)$65M
Net Income$3M
Employer EIN741237070
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rally Credit Union)

Sponsor-wide plan assets over time

All Rally Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.41390155447627% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $87.5M $107M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 844 $88M
2023 2 837 $96M
2024 2 846 $107M

Nearby Defined Benefit (Pension) Plans in Texas

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

Rally 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 ($B) Participants Rally Credit Union Defined Benefit Plan, Total assets ($B): 0.065420676 · Participants: 282Rally 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
Rally Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Rally Credit Union Defined Benefit Plan side-by-side with 3 peers →

Rally 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 The Oregon Tool Retirement Plan in OR ($65M); by covered participants it is Retirement Plan for Employees of Walsworth Publishing Company, Inc. in MO (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Rally Credit Union Defined Benefit Plan assets move in 2023? ▼
Rally Credit Union Defined Benefit Plan grew at a solid clip - up 5.6% during 2023, from $62M to $65M. Reported net income was $3M.
How have Rally Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rally Credit Union's sponsor-wide assets grew 22.4%, from $88M to $107M.
Where does Rally Credit Union Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Rally Credit Union Defined Benefit Plan ranks in the 88th 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 Rally Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Oregon Tool Retirement Plan in OR ($65M, 170 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rally Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Walsworth Publishing Company, Inc. in MO (282 participants, $62M 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 741237070.

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.