Defined Benefit (Pension) · DOL Form 5500 · 2022

Gulf Winds Credit Union Pension Plan

Data updated 2026-08-11

$22M
Total assets
159
Participants
78th
Percentile by assets
$136,501
Avg per participant
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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.

  • 78th percentile by assets (of 139,126 plans)
  • #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.

$22M
total plan assets (2022 EOY)
159
covered participants
78th
percentile by assets (of 139,126 plans)
$136,501
avg assets per participant

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.

Where Gulf Winds Credit Union Defined Benefit Plan and Trust sits 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 $2,010,000,000 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

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Gulf Winds Credit Union Defined Benefit Plan and Trust reports 159 participants - about 25% of that state average ($22M EOY assets).

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)

$30M$35M$40M$45M 202220232024 $31.6M $40.3M ▲ +27.6%
Total plan assets by year, all Gulf Winds Credit Union plans on file
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 ($B) Participants Gulf Winds Credit Un…, Total assets ($B): 0.021703658 · Participants: 159Gulf Winds Credit Un…L3harris Aviation Pr…, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Pr…Nextera Energy, Inc.…, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc.…Csx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit A…, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit A…Pricewaterhousecoope…, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoope…
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 … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Gulf Winds Credit Union Defined Benefit Plan and Trust by total assets, not by location.

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).

Next read for Gulf Winds Credit Union Defined Benefit …

Filing takeaways

Ways to act on Gulf Winds Credit Union Defined Benefit Plan and Trust's numbers.

  • By total assets, Gulf Winds Credit Union Defined Benefit Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
  • Gulf Winds Credit Union's sponsor-wide assets have grown 27.6% 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 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.