401(k) · DOL Form 5500 · 2024

Advancial Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
287
Participants Below avg headcount
86th
Percentile by assets National rank
$198,762
Avg per participant Above avg balance/head
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Official DOL plan name: Advancial Federal Credit Union 401(k) Retirement Plan · Sponsored by Advancial Federal Credit Union · Texas · Finance & Insurance

$57M in assets, 287 participants

Advancial Federal Credit Union's Advancial Federal Credit Union 401(k) Retirement Plan reported $57M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,628 in Finance & Insurance (8,549 peers)

Coverage in Texas

Advancial Federal Credit Union 401(k) Retirement Plan covers 287 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $57M.

#6,628
in Finance & Insurance (8,549 peers)
+19.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Advancial Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Advancial Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$57,044,572 Top 14% higher than 86% 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

Advancial Federal Credit Union 401(k) Retirement 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. Advancial Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advancial Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Advancial Federal Credit Union 401(k) Retirement Plan reported participants rose from 255 in the plan year 2023 filing to 287 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750793299 · Advancial Federal Credit Union PY 2024 · 401(k)

Advancial Federal Credit Union 401(k) Retirement Plan · $57M · 287 · 86th

  • 5500 $57M
  • ASSETS 287
  • PCT 86th
  • EIN 401(k)
  • RANK near Atria Wealth Solutions 401(k) Plan
  • PHOTO ind #6628

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 →

Advancial Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Atos Syntel Inc. 401(k) Plan$57MUnanet Technologies Capital Accumulation PlanUnanet Technologies Capital …$57MAdvancial Federal Credit Union 401(k) Retirement PlanAdvancial Federal Credit Uni…$57MAtria Wealth Solutions 401(k) PlanAtria Wealth Solutions 401(k…$57MEucon Corporation Retirement Benefit ProgramEucon Corporation Retirement…$57M
End-of-year total assets ($M) among Advancial Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$57M
Net Income$9M
Employer EIN750793299
Plan Effective Date1984-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Advancial Federal Credit Union)

Sponsor-wide plan assets over time

All Advancial Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 48.644098721163886% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.4M $57M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 237 $38M
2023 1 255 $48M
2024 1 287 $57M

Nearby 401(k) Plans in Texas

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

Advancial Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Advancial Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.057044572 · Participants: 287Advancial Federal Credit Union 401(k) Retirement 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
Advancial Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Advancial Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Atria Wealth Solutions 401(k) Plan in NY ($57M); by covered participants it is Keany Produce & Gourmet and Related Entities 401(k) Plan in MD (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Advancial Federal Credit Union 401(k) Retirement Plan assets move in 2024? ▼
Advancial Federal Credit Union 401(k) Retirement Plan grew sharply - up 19.5% during 2024, from $48M to $57M. Reported net income was $9M.
How have Advancial Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advancial Federal Credit Union's sponsor-wide assets grew 48.6%, from $38M to $57M.
Where does Advancial Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Advancial Federal Credit Union 401(k) Retirement Plan ranks in the 86th 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 Advancial Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atria Wealth Solutions 401(k) Plan in NY ($57M, 636 participants).
Which 401(k) plans cover a similar participant headcount to Advancial Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keany Produce & Gourmet and Related Entities 401(k) Plan in MD (287 participants, $44M 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 750793299.

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.