How big is Achieve Credit Union's plan?

Achieve Credit Union's plan reported $24K in assets and 35 participants for 2024.

Original filing (PDF)20251126140411NAL0002518131001

Achieve Credit Union

Name: Achieve Credit Union — Achieve Credit Union SOCA, Form 5500 (2024)
Creator: Achieve Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Achieve Credit Union SOCA Benefit Plan

Health & welfare plan · Achieve Credit Union's Achieve Credit Union SOCA Benefit Plan held $24K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$24K

Net assets (EOY)

$8K

People on this filing

Matt Appenzeller signed Achieve Credit Union's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Achieve Credit Union's EIN is 34-0894661.

EIN 34-0894661

Plan number 501

Plan year 2024

ACK ID 20251126140411NAL0002518131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Achieve Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Achieve Credit Union's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACHIEVE CREDIT UNION.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score