401(k) · DOL Form 5500 · 2024

Rave Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
291
Participants Below avg headcount
73rd
Percentile by assets National rank
$80,565
Avg per participant Below avg balance/head
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Official DOL plan name: Rave Financial 401(k) Profit Sharing Plan · Sponsored by Rave Financial Credit Union · Texas · Finance & Insurance

$23M in assets, 291 participants

Rave Financial Credit Union's Rave Financial 401(k) Profit Sharing Plan reported $23M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,074 in Finance & Insurance (8,549 peers)

Coverage in Texas

Rave Financial 401(k) Profit Sharing Plan covers 291 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#5,074
in Finance & Insurance (8,549 peers)
+25.8%
assets growth YoY

Rave Financial 401(k) Profit Sharing Plan's outsized position by total assets

Rave Financial 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,444,300 Top 27% higher than 73% 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

Rave Financial 401(k) Profit Sharing 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. Rave Financial 401(k) Profit Sharing Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rave Financial 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rave Financial 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Rave Financial 401(k) Profit Sharing Plan reported participants rose from 269 in the plan year 2023 filing to 291 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 741115584 · Rave Financial Credit Union PY 2024 · 401(k)

Rave Financial 401(k) Profit Sharing Plan · $23M · 291 · 73rd

  • ASSETS $23M
  • PCT 291
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Rady Children's Physician Management Services, Inc. 401(k) Plan
  • IND ind #5074

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 →

Rave Financial 401(k) Profit Sharing Plan in the asset neighbourhood

Reich, Adell & Cvitan, a P.C. 401(k)Profit Sharing Plan and TrustReich, Adell & Cvitan, a P.C…$23MRoutesmart Employee Retirement PlanRoutesmart Employee Retireme…$23MAssetmark Pooled Employer PlanAssetmark Pooled Employer Pl…$23MRave Financial 401(k) Profit Sharing PlanRave Financial 401(k) Profit…$23MRady Children's Physician Management Services, Inc. 401(k) PlanRady Children's Physician Ma…$23M
End-of-year total assets ($M) among Rave Financial 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN741115584
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rave Financial Credit Union)

Sponsor-wide plan assets over time

All Rave Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 43.2243628830297% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.4M $23.4M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 241 $16M
2023 1 269 $19M
2024 1 291 $23M

Nearby 401(k) Plans in Texas

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

Rave Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rave Financial 401(k) Profit Sharing Plan, Total assets ($B): 0.0234443 · Participants: 291Rave Financial 401(k) Profit Sharing 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
Rave Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rave Financial 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rave Financial 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rady Children's Physician Management Services, Inc. 401(k) Plan in CA ($23M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Rave Financial 401(k) Profit Sharing Plan assets move in 2024? ▼
Rave Financial 401(k) Profit Sharing Plan grew sharply - up 25.8% during 2024, from $19M to $23M. Reported net income was $5M.
How have Rave Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rave Financial Credit Union's sponsor-wide assets grew 43.2%, from $16M to $23M.
Which 401(k) plans are similar in size to Rave Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rady Children's Physician Management Services, Inc. 401(k) Plan in CA ($23M, 523 participants).
Which 401(k) plans cover a similar participant headcount to Rave Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M 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 741115584.

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.