401(k) · DOL Form 5500 · 2022

Envision Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
221
Participants Below avg headcount
66th
Percentile by assets National rank
$48,090
Avg per participant Low balance/head
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Official DOL plan name: Envision Credit Union 401(k) Plan and Trust · Sponsored by Envision Credit Union · Florida · Finance & Insurance

$11M in assets, 221 participants

Envision Credit Union's Envision Credit Union 401(k) Plan and Trust reported $11M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,599 in Finance & Insurance (9,261 peers)

Coverage in Florida

Envision Credit Union 401(k) Plan and Trust covers 221 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#4,599
in Finance & Insurance (9,261 peers)
+1.0%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Envision Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,627,981 Top 34% higher than 66% of 139,123 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 2022

Envision Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envision Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (221 participants).

Form 5500 schedule snapshot

Filing strip 590873652 · Envision Credit Union PY 2022 · 401(k)

Envision Credit Union 401(k) Plan and Trust · $11M · 221 · 66th

  • IND $11M
  • EOY 221
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Qualitas Manufacturing, Inc. 401(k) Plan
  • EIN ind #4599

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 Florida →

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

Envision Credit Union 401(k) Plan and TrustEnvision Credit Union 401(k)…$11MQualitas Manufacturing, Inc. 401(k) PlanQualitas Manufacturing, Inc.…$11ME4 Services, LLC 401(k) Plan$11MManagement Controls, Inc. 401(k) PlanManagement Controls, Inc. 40…$11MSigue Corporation 401(k) Plan$11M
End-of-year total assets ($M) among Envision Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN590873652
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envision Credit Union)

Sponsor-wide plan assets over time

All Envision Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.27778051165127% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.6M $14.3M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 221 $11M
2023 1 238 $13M
2024 1 240 $14M

Nearby 401(k) Plans in Florida

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

Envision Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Envision Credit Union 401(k) Plan and Trust, Total assets ($B): 0.010627981 · Participants: 221Envision Credit Union 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Envision Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Envision Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Qualitas Manufacturing, Inc. 401(k) Plan in IL ($11M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Envision Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Envision Credit Union 401(k) Plan and Trust held essentially flat - up 1.0% during 2022, from $11M to $11M. Reported net income was -$1M.
How have Envision Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envision Credit Union's sponsor-wide assets grew 34.3%, from $11M to $14M.
Which 401(k) plans are similar in size to Envision Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Qualitas Manufacturing, Inc. 401(k) Plan in IL ($11M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Envision Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants, $67M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590873652.

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.