401(k) · DOL Form 5500 · 2022

Educational Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
244
Participants Below avg headcount
84th
Percentile by assets National rank
$133,601
Avg per participant Near avg balance/head
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Official DOL plan name: Educational Federal Credit Union · Sponsored by Educational Federal Credit Union · Florida · Finance & Insurance

$33M in assets, 244 participants

Educational Federal Credit Union's Educational Federal Credit Union reported $33M in total assets and 244 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,836 in Finance & Insurance (9,261 peers)

Coverage in Florida

Educational Federal Credit Union covers 244 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $33M.

#6,836
in Finance & Insurance (9,261 peers)
-21.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Educational Federal Credit Union's outsized position by total assets

Educational Federal Credit Union vs every filed plan by assets

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

$32,598,725 Top 16% higher than 84% 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

Educational Federal Credit Union 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. Educational Federal Credit Union sits mid-pack in the medium band (244 participants).

EBSA filing schedule strip

Filing strip 590630270 · Educational Federal Credit Union PY 2022 · 401(k)

Educational Federal Credit Union · $33M · 244 · 84th

  • PCT $33M
  • PCT 244
  • PCT 84th
  • PCT 401(k)
  • PCT near Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan
  • PCT ind #6836

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 →

Educational Federal Credit Union in the asset neighbourhood

Educational Federal Credit UnionEducational Federal Credit U…$33MSouthwest Missouri Bancorporation, Inc. Employee Stock Ownership PlanSouthwest Missouri Bancorpor…$33MFred's, Inc. Salary Reduction Profit Sharing PlanFred's, Inc. Salary Reductio…$33MNifco America Corporation Savings Retirement PlanNifco America Corporation Sa…$33MTencate Protective Fabrics Savings PlanTencate Protective Fabrics S…$33M
End-of-year total assets ($M) among Educational Federal Credit Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$33M
Net Income-$9M
Employer EIN590630270
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Federal Credit Union)

Sponsor-wide plan assets over time

All Educational Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.35330062755522% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.6M $45.1M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 244 $33M
2023 1 267 $40M
2024 1 291 $45M

Nearby 401(k) Plans in Florida

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

Educational Federal Credit Union vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Educational Federal Credit Union, Total assets ($B): 0.032598725 · Participants: 244Educational Federal Credit UnionL3harris 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
Educational Federal Credit Union vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Educational Federal Credit Union side-by-side with 3 peers →

Educational Federal Credit Union's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan in MO ($33M); by covered participants it is Thomas James Homes, LLC 401(k) Plan in CA (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Educational Federal Credit Union assets move in 2022? ▼
Educational Federal Credit Union declined sharply - down 21.4% during 2022, from $41M to $33M. Reported net income was -$9M.
How have Educational Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Federal Credit Union's sponsor-wide assets grew 38.4%, from $33M to $45M.
Where does Educational Federal Credit Union rank by assets among Form 5500 filers? ▼
Educational Federal Credit Union ranks in the 84th 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 Educational Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan in MO ($33M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Educational Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomas James Homes, LLC 401(k) Plan in CA (244 participants, $9M 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 590630270.

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.