401(k) · DOL Form 5500 · 2024

Raiz Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
240
Participants Below avg headcount
69th
Percentile by assets National rank
$76,722
Avg per participant Below avg balance/head
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Official DOL plan name: Raiz Federal Credit Union 401(k) Plan and Trust · Sponsored by Raiz Federal Credit Union · Texas · Finance & Insurance

$18M in assets, 240 participants

Raiz Federal Credit Union's Raiz Federal Credit Union 401(k) Plan and Trust reported $18M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,536 in Finance & Insurance (8,549 peers)

Coverage in Texas

Raiz Federal Credit Union 401(k) Plan and Trust covers 240 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#4,536
in Finance & Insurance (8,549 peers)
+17.0%
assets growth YoY

Raiz Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Raiz Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$18,413,361 Top 31% higher than 69% 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

Raiz Federal Credit Union 401(k) Plan and Trust 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. Raiz Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Raiz Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Raiz Federal Credit Union 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Raiz Federal Credit Union 401(k) Plan and Trust reported participants rose from 216 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 741110254 · Raiz Federal Credit Union PY 2024 · 401(k)

Raiz Federal Credit Union 401(k) Plan and Trust · $18M · 240 · 69th

  • TYPE $18M
  • TYPE 240
  • TYPE 69th
  • TYPE 401(k)
  • TYPE near Advanced Medical Transport of Central Illinois 403(b) Plan
  • TYPE ind #4536

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 →

Raiz Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Augustine Consulting, Inc. 401(k) Plan & TrustAugustine Consulting, Inc. 4…$18MRaiz Federal Credit Union 401(k) Plan and TrustRaiz Federal Credit Union 40…$18MAdvanced Medical Transport of Central Illinois 403(b) PlanAdvanced Medical Transport o…$18MLos Angeles Tourism & Convention Board 401(k) PlanLos Angeles Tourism & Conven…$18MResintech, Inc. Profit Sharing 401(k) PlanResintech, Inc. Profit Shari…$18M
End-of-year total assets ($M) among Raiz Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN741110254
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raiz Federal Credit Union)

Sponsor-wide plan assets over time

All Raiz Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 37.30273604620166% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.4M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 194 $13M
2023 1 216 $16M
2024 1 240 $18M

Nearby 401(k) Plans in Texas

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

Raiz Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Raiz Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.018413361 · Participants: 240Raiz Federal Credit Union 401(k) Plan and TrustAT&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
Raiz Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Raiz Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Advanced Medical Transport of Central Illinois 403(b) Plan in IL ($18M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Raiz Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Raiz Federal Credit Union 401(k) Plan and Trust grew sharply - up 17.0% during 2024, from $16M to $18M. Reported net income was $3M.
How have Raiz Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raiz Federal Credit Union's sponsor-wide assets grew 37.3%, from $13M to $18M.
Which 401(k) plans are similar in size to Raiz Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Medical Transport of Central Illinois 403(b) Plan in IL ($18M, 450 participants).
Which 401(k) plans cover a similar participant headcount to Raiz Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 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 741110254.

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.