Defined Benefit (Pension) · DOL Form 5500 · 2024

Rally Credit Union Pension Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
263
Participants Below avg headcount
88th
Percentile by assets National rank
$266,929
Avg per participant High balance/head
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Official DOL plan name: Rally Credit Union Defined Benefit Plan · Sponsored by Rally Credit Union · Texas · Finance & Insurance

$70M in assets, 263 participants

Rally Credit Union's Rally Credit Union Defined Benefit Plan reported $70M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,901 in Finance & Insurance (8,549 peers)

Coverage in Texas

Rally Credit Union Defined Benefit Plan covers 263 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $70M.

#6,901
in Finance & Insurance (8,549 peers)
+7.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Rally Credit Union Defined Benefit Plan's outsized position by total assets

Rally Credit Union Defined Benefit Plan vs every filed plan by assets

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

$70,202,411 Top 12% higher than 88% 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 Defined Benefit 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 Defined Benefit Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rally Credit Union Defined Benefit Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rally Credit Union Defined Benefit Plan end-of-year assets rose from $65M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Rally Credit Union Defined Benefit Plan reported participants fell from 282 in the plan year 2023 filing to 263 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741237070 · Rally Credit Union PY 2024 · Defined Benefit (Pension)

Rally Credit Union Defined Benefit Plan · $70M · 263 · 88th

  • TYPE $70M
  • NET 263
  • BOOK 88th
  • VS-ST Defined Benefit (Pension)
  • BOY near Local 808 Ibt Pension Plan
  • SCH ind #6901

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 Defined Benefit Plan in the asset neighbourhood

Legacy US Foods Consolidated Defined Benefit Retirement PlanLegacy US Foods Consolidated…$70MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$70MLocal 808 Ibt Pension Plan$70MThe UAW Labor-Management Group Pension PlanThe UAW Labor-Management Gro…$70MWolters Kluwer Cch, Springhouse and Waverly Pension PlanWolters Kluwer Cch, Springho…$70M
End-of-year total assets ($M) among Rally Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$70M
Net Income$5M
Employer EIN741237070
Plan Effective Date1979-08-01
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 Defined Benefit (Pension) Plans in Texas

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

Rally Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Rally Credit Union Defined Benefit Plan, Total assets ($B): 0.070202411 · Participants: 263Rally Credit Union Defined Benefit PlanAT&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
Rally Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Rally Credit Union Defined Benefit Plan side-by-side with 3 peers →

Rally Credit Union Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Local 808 Ibt Pension Plan in NY ($70M); by covered participants it is St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan in NH (263 participants). Same-state nearby plans are listed separately above.

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 Defined Benefit Plan assets move in 2024? ▼
Rally Credit Union Defined Benefit Plan grew at a solid clip - up 7.3% during 2024, from $65M to $70M. Reported net income was $5M.
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 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Rally Credit Union Defined Benefit Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Rally Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 808 Ibt Pension Plan in NY ($70M, 618 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rally Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan in NH (263 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 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.