401(k) · DOL Form 5500 · 2024

Alliance Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
136
Participants Small participant base
60th
Percentile by assets National rank
$90,003
Avg per participant Below avg balance/head
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Official DOL plan name: Alliance Credit Union 401(k) Plan · Sponsored by Alliance Credit Union · Texas · Finance & Insurance

$12M in assets, 136 participants

Alliance Credit Union's Alliance Credit Union 401(k) Plan reported $12M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,765 in Finance & Insurance (8,549 peers)

Coverage in Texas

Alliance Credit Union 401(k) Plan covers 136 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,765
in Finance & Insurance (8,549 peers)
+23.7%
assets growth YoY

Alliance Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Alliance Credit Union 401(k) Plan vs every filed plan by assets

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

$12,240,404 Top 40% higher than 60% 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

Alliance Credit Union 401(k) Plan 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. Alliance Credit Union 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Credit Union 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Alliance Credit Union 401(k) Plan reported participants rose from 123 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • Alliance Credit Union 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750800435 · Alliance Credit Union PY 2024 · 401(k)

Alliance Credit Union 401(k) Plan · $12M · 136 · 60th

  • PCT $12M
  • EIN 136
  • RANK 60th
  • PHOTO 401(k)
  • IND near The Daily Beast Company Employees' Savings Plan
  • EOY ind #3765

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 →

Alliance Credit Union 401(k) Plan in the asset neighbourhood

Alliance Credit Union 401(k) PlanAlliance Credit Union 401(k)…$12MThe Daily Beast Company Employees' Savings PlanThe Daily Beast Company Empl…$12MImpartner Inc. 401(k) Plan$12MJohannes Leonardo, LLC 401(k) Retirement Plan and TrustJohannes Leonardo, LLC 401(k…$12MCallpod, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Alliance Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN750800435
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Credit Union)

Sponsor-wide plan assets over time

All Alliance Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.489701917852486% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.67M $12.2M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 114 $8M
2023 1 123 $10M
2024 1 136 $12M

Nearby 401(k) Plans in Texas

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

Alliance Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Alliance Credit Union 401(k) Plan, Total assets ($B): 0.012240404 · Participants: 136Alliance Credit Union 401(k) PlanAT&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
Alliance Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Alliance Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Daily Beast Company Employees' Savings Plan in NY ($12M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Alliance Credit Union 401(k) Plan assets move in 2024? ▼
Alliance Credit Union 401(k) Plan grew sharply - up 23.7% during 2024, from $10M to $12M. Reported net income was $2M.
How have Alliance Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Credit Union's sponsor-wide assets grew 59.5%, from $8M to $12M.
Which 401(k) plans are similar in size to Alliance Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Daily Beast Company Employees' Savings Plan in NY ($12M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 750800435.

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.