401(k) · DOL Form 5500 · 2024

Rally Credit Union 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
583
Participants Below avg headcount
80th
Percentile by assets National rank
$63,314
Avg per participant Low balance/head
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Official DOL plan name: Rally Credit Union 401(k) Plan · Sponsored by Rally Credit Union · Texas · Finance & Insurance

$37M in assets, 583 participants

Rally Credit Union's Rally Credit Union 401(k) Plan reported $37M in total assets and 583 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,929 in Finance & Insurance (8,549 peers)

Where Rally Credit Union 401(k) Plan sits by assets

Rally Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 583 participants (~$63,314/participant), up 19.5% in 2024.

#5,929
in Finance & Insurance (8,549 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rally Credit Union 401(k) Plan's outsized position by total assets

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

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

$36,911,900 Top 20% higher than 80% 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

Rally 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. Rally Credit Union 401(k) Plan sits mid-pack in the medium band (583 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rally Credit Union 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Rally Credit Union 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Rally Credit Union 401(k) Plan reported participants rose from 555 in the plan year 2023 filing to 583 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741237070 · Rally Credit Union PY 2024 · 401(k)

Rally Credit Union 401(k) Plan · $37M · 583 · 80th

  • BOOK $37M
  • VS-ST 583
  • BOY 80th
  • SCH 401(k)
  • EBSA near H-P Products, Inc. 401(k) Retirement Plan
  • PART ind #5929

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 401(k) Plan in the asset neighbourhood

Rally Credit Union 401(k) PlanRally Credit Union 401(k) Pl…$37MH-P Products, Inc. 401(k) Retirement PlanH-P Products, Inc. 401(k) Re…$37MCarson Medical Group 401(k) Retirement PlanCarson Medical Group 401(k) …$37MAmericares Foundation, Inc. Disc Contrib PlanAmericares Foundation, Inc. …$37MRed River Bank 401(k) Profit Sharing PlanRed River Bank 401(k) Profit…$37M
End-of-year total assets ($M) among Rally Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN741237070
Plan Effective Date1997-05-01
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 401(k) Plans in Texas

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

Rally 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 ($B) Participants Rally Credit Union 401(k) Plan, Total assets ($B): 0.0369119 · Participants: 583Rally 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
Rally Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rally Credit Union 401(k) Plan side-by-side with 3 peers →

Rally 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 H-P Products, Inc. 401(k) Retirement Plan in OH ($37M); by covered participants it is Aging with Comfort 401(k) Profit Sharing Plan & Trust in PA (583 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (583 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 Rally Credit Union 401(k) Plan assets move in 2024? ▼
Rally Credit Union 401(k) Plan grew sharply - up 19.5% during 2024, from $31M to $37M. Reported net income was $6M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Rally Credit Union 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rally Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is H-P Products, Inc. 401(k) Retirement Plan in OH ($37M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Rally Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aging with Comfort 401(k) Profit Sharing Plan & Trust in PA (583 participants, $27K 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 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.