401(k) · DOL Form 5500 · 2022

Addition Financial Credit Union Dba Addition Financial 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
459
Participants Below avg headcount
85th
Percentile by assets National rank
$82,812
Avg per participant Below avg balance/head
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Official DOL plan name: Addition Financial Credit Union 401(k) Profit Sharing Plan · Sponsored by Addition Financial Credit Union Dba Addition Financial · Florida · Finance & Insurance

$38M in assets, 459 participants

Addition Financial Credit Union Dba Addition Financial's Addition Financial Credit Union 401(k) Profit Sharing Plan reported $38M in total assets and 459 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,090 in Finance & Insurance (9,261 peers)

Where Addition Financial Credit Union 401(k) Profit Sharing Plan sits by assets

Addition Financial Credit Union 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 459 participants (~$82,812/participant), down 20.0% in 2022.

#7,090
in Finance & Insurance (9,261 peers)
-20.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Addition Financial Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Addition Financial Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,010,899 Top 15% higher than 85% 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

Addition Financial Credit Union 401(k) Profit Sharing Plan 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. Addition Financial Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (459 participants).

Plan-year Form 5500 strip

Filing strip 590678236 · Addition Financial Credit Union Dba Addition Financial PY 2022 · 401(k)

Addition Financial Credit Union 401(k) Profit Sharing Plan · $38M · 459 · 85th

  • ASSETS $38M
  • ASSETS 459
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Klm Retirement Savings Plan
  • ASSETS ind #7090

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 →

Addition Financial Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Addition Financial Credit Union 401(k) Profit Sharing PlanAddition Financial Credit Un…$38MKlm Retirement Savings Plan$38MDisys 401(k) Plan$38MReliance Worldwide Corporation Retirement PlanReliance Worldwide Corporati…$38MNational Lime & Stone Company Employees' 401(k) PlanNational Lime & Stone Compan…$38M
End-of-year total assets ($M) among Addition Financial Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$38M
Net Income-$10M
Employer EIN590678236
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addition Financial Credit Union Dba Addition Financial)

Sponsor-wide plan assets over time

All Addition Financial Credit Union Dba Addition Financial plans reported in each filing year

Latest sponsor-wide plan assets
$50M 32.1460010719557% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38M $50.2M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 459 $38M
2023 1 483 $45M
2024 1 506 $50M

Nearby 401(k) Plans in Florida

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

Addition Financial Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Addition Financial Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.038010899 · Participants: 459Addition Financial Credit Union 401(k) Profit Sharing PlanL3harris 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
Addition Financial Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Addition Financial Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Addition Financial Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Klm Retirement Savings Plan in NY ($38M); by covered participants it is Datadirect Networks, Inc. Profit Sharing 401(k) Plan in CA (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Addition Financial Credit Union 401(k) Profit Sharing Plan assets move in 2022? ▼
Addition Financial Credit Union 401(k) Profit Sharing Plan declined sharply - down 20.0% during 2022, from $48M to $38M. Reported net income was -$10M.
How have Addition Financial Credit Union Dba Addition Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addition Financial Credit Union Dba Addition Financial's sponsor-wide assets grew 32.1%, from $38M to $50M.
Where does Addition Financial Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Addition Financial Credit Union 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Addition Financial Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klm Retirement Savings Plan in NY ($38M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Addition Financial Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Datadirect Networks, Inc. Profit Sharing 401(k) Plan in CA (459 participants, $47M 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 590678236.

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.