Defined Benefit (Pension) · DOL Form 5500 · 2022

Gulf Winds Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
159
Participants Small participant base
78th
Percentile by assets National rank
$136,501
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gulf Winds Credit Union Defined Benefit Plan and Trust · Sponsored by Gulf Winds Credit Union · Florida · Finance & Insurance

$22M in assets, 159 participants

Gulf Winds Credit Union's Gulf Winds Credit Union Defined Benefit Plan and Trust reported $22M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,065 in Finance & Insurance (9,261 peers)

Coverage in Florida

Gulf Winds Credit Union Defined Benefit Plan and Trust covers 159 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $22M.

#6,065
in Finance & Insurance (9,261 peers)
-15.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gulf Winds Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Gulf Winds Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$21,703,658 Top 22% higher than 78% 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

Gulf Winds Credit Union Defined Benefit 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. Gulf Winds Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 596143861 · Gulf Winds Credit Union PY 2022 · Defined Benefit (Pension)

Gulf Winds Credit Union Defined Benefit Plan and Trust · $22M · 159 · 78th

  • ASSETS $22M
  • ASSETS 159
  • ASSETS 78th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Great Lakes Coca-Cola Distribution Union Pension Plan
  • ASSETS ind #6065

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 →

Gulf Winds Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Retirement Plan for Hourly Ees at Rillito PlantRetirement Plan for Hourly E…$22MRetirement Plan for Employees of Tishomingo County Electric Power AssociationRetirement Plan for Employee…$22MDentons US LLP Cash Balance PlanDentons US LLP Cash Balance …$22MGreat Lakes Coca-Cola Distribution Union Pension PlanGreat Lakes Coca-Cola Distri…$22MGulf Winds Credit Union Defined Benefit Plan and TrustGulf Winds Credit Union Defi…$22M
End-of-year total assets ($M) among Gulf Winds Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN596143861
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gulf Winds Credit Union)

Sponsor-wide plan assets over time

All Gulf Winds Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 27.563046026646866% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.6M $40.3M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 368 $32M
2023 2 390 $35M
2024 2 417 $40M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gulf Winds Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Gulf Winds Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.021703658 · Participants: 159Gulf Winds Credit Union Defined Benefit Plan and TrustL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Gulf Winds Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Gulf Winds Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Gulf Winds Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Great Lakes Coca-Cola Distribution Union Pension Plan in IL ($22M); by covered participants it is Joele Frank, Wilkinson Brimmer Katcher Vip Plan in NY (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Gulf Winds Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Gulf Winds Credit Union Defined Benefit Plan and Trust declined sharply - down 15.4% during 2022, from $26M to $22M. Reported net income was -$4M.
How have Gulf Winds Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gulf Winds Credit Union's sponsor-wide assets grew 27.6%, from $32M to $40M.
Where does Gulf Winds Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Gulf Winds Credit Union Defined Benefit Plan and Trust ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Gulf Winds Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Great Lakes Coca-Cola Distribution Union Pension Plan in IL ($22M, 1,492 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gulf Winds Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Joele Frank, Wilkinson Brimmer Katcher Vip Plan in NY (159 participants, $21M 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 596143861.

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.