401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$38M
Total assets
459
Participants
85th
Percentile by assets
$82,812
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$38M
total plan assets (2022 EOY)
459
covered participants
85th
percentile by assets (of 139,126 plans)
$82,812
avg assets per participant

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.

Where Addition Financial Credit Union 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

State
Florida
Industry
Finance & Insurance

Addition Financial Credit Union 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Addition Financial Credit Union 401(k) Profit Sharing Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$35M$40M$45M$50M$55M 202220232024 $38M $50.2M ▲ +32.1%
Total plan assets by year, all Addition Financial Credit Union Dba Addition Financial plans on file
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 ($B) Participants Addition Financial C…, Total assets ($B): 0.038010899 · Participants: 459Addition Financial C…L3harris Retirement …, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc.…
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) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Addition Financial Credit Union 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Addition Financial Credit Union 401(k) P…

Scale reading

Ways to act on Addition Financial Credit Union 401(k) Profit Sharing Plan's numbers.

  • By total assets, Addition Financial Credit Union 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Addition Financial Credit Union Dba Addition Financial's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.