Defined Benefit (Pension) · DOL Form 5500 · 2024

Amplify Credit Union Pension Plan

Data updated 2026-08-25

N/A
Total assets —
83
Participants Small participant base
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Official DOL plan name: Amplify Credit Union · Sponsored by Amplify Credit Union · Texas · Finance & Insurance

N/A in assets, 83 participants

Amplify Credit Union's Amplify Credit Union reported N/A in total assets and 83 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Amplify Credit Union multi-year trail

Amplify Credit Union's plans moved -48.6% in assets from 2022 to 2024; this filing shows Amplify Credit Union at N/A / 83 participants.

-$31M
reported net income

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amplify Credit Union among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amplify Credit Union is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amplify Credit Union reported net income fell from $4M in the plan year 2023 filing to -$31M in the plan year 2024 filing.
  • Amplify Credit Union reported participants fell from 103 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741592875 · Amplify Credit Union PY 2024 · Defined Benefit (Pension)

Amplify Credit Union · N/A · 83

  • EBSA N/A
  • PART 83
  • TYPE PY 2024
  • NET Defined Benefit (Pension)
  • BOOK near Amalgamated Sugar Company Salaried Retirement Plan
  • VS-ST -$31M

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 →

Amplify Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Amplify Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 48.62916412362665% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $47.1M $24.2M ▼ -48.6%
Year Plans Participants Total Assets
2022 2 322 $47M
2023 2 354 $54M
2024 2 290 $24M

Amplify Credit Union filing trail (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)N/A
Net Income-$31M
Employer EIN741592875
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Amplify Credit Union vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 5 data points. 020000400006000080000100000120000 51015202530 Total assets ($B) Participants AT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Amplify Credit Union vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Amplify Credit Union side-by-side with 3 peers →

Amplify Credit Union's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Texas, the nearest Defined Benefit (Pension) by covered participants is Amalgamated Sugar Company Salaried Retirement Plan in ID (83 participants; this filing: 83 participants).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 have Amplify Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amplify Credit Union's sponsor-wide assets declined 48.6%, from $47M to $24M.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amplify Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amalgamated Sugar Company Salaried Retirement Plan in ID (83 participants, N/A 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 741592875.

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.