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Employer · plans filed under one EIN

Abilene Teachers Federal Credit Union

Abilene, TX · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$12.5Mnet assets across plans
292participant records255 active
$911Kemployer contributions, latest plan years$3,571 per active record
$63KSchedule C compensation to organisations$216.67 per participant record

Abilene Teachers Federal Credit Union, based in Abilene, Texas, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 292 participant records and $12.5M in net assets.

The largest is Abilene Teachers Federal Credit Union Money Purchase Plan and Trust, a money purchase plan with 149 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $911K and participant contributions $297K in the latest plan years; benefits paid were $647K. Schedule C compensation reported to service provider organisations totalled $63K.

Combined net assets moved from $5.5M in 2015 to $12.5M in 2024 (up 129%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Abilene Teachers Federal Credit Union Money Purchase Plan and Trustmoney purchase plan2024149$9.9M$66,617$7,718$49K
Abilene Teachers Federal Credit Union 401(k) Plan and Trust401(k) plan2024143$2.6M$18,200—$14K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2015: $5.5M2016: $7.1M2017: $8.3M2018: $8.5M2019: $9.5M2020: $10.8M2021: $10.8M2022: $9.2M2023: $10.8M2024: $12.5M$5.5M$12.5M2015201620202024
Combined net assets
2015: 1262016: 2562017: 2682018: 2732019: 2842020: 3002021: 2662022: 2692023: 2692024: 2921263002922015201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242292$12.5M$911K$297K
20232269$10.8M$808K$258K
20222269$9.2M$728K$225K
20212266$10.8M$790K$201K
20202300$10.8M$661K$174K
20192284$9.5M$658K$155K
20182273$8.5M$659K$143K
20172268$8.3M$619K$128K
20162256$7.1M$603K$135K
20151126$5.5M$520K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
CMFG Life Insurance CompanyRecordkeeping and information management; Consulting (pension); Investment management; Participant loan processing2$55,439
Members Capital Advisors, Inc.Investment advisory (plan)1$7,829

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

CMFG Life Insurance Company$55K
Members Capital Advisors, Inc.$7,829

Questions and answers

How many retirement plans does Abilene Teachers Federal Credit Union have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Abilene Teachers Federal Credit Union Money Purchase Plan and Trust and Abilene Teachers Federal Credit Union 401(k) Plan and Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Abilene Teachers Federal Credit Union contribute to its plans?

$910,701 in employer contributions across these plans in their latest plan years, about $3,571 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name CMFG Life Insurance Company and Members Capital Advisors, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.