401(k) · DOL Form 5500 · 2022

Midflorida Credit Union 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,145
Participants Near avg headcount
89th
Percentile by assets National rank
$52,645
Avg per participant Low balance/head
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Official DOL plan name: Midflorida Credit Union Capital Accumulation Plan · Sponsored by Midflorida Credit Union · Florida · Finance & Insurance

$60M in assets, 1,145 participants

Midflorida Credit Union's Midflorida Credit Union Capital Accumulation Plan reported $60M in total assets and 1,145 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,679 in Finance & Insurance (9,261 peers)

Where Midflorida Credit Union Capital Accumulation Plan sits by assets

Midflorida Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $60M for 1,145 participants (~$52,645/participant), down 14.9% in 2022.

#7,679
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Midflorida Credit Union Capital Accumulation Plan's outsized position by total assets

Midflorida Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$60,278,205 Top 11% higher than 89% 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

Midflorida Credit Union Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midflorida Credit Union Capital Accumulation Plan lands in the large band (1,145 participants).

EBSA filing schedule strip

Filing strip 596194363 · Midflorida Credit Union PY 2022 · 401(k)

Midflorida Credit Union Capital Accumulation Plan · $60M · 1,145 · 89th

  • BOOK $60M
  • VS-ST 1,145
  • BOY 89th
  • SCH 401(k)
  • EBSA near Citizens & Northern Corporation Savings & Retirement Plan
  • PART ind #7679

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 →

Midflorida Credit Union Capital Accumulation Plan in the asset neighbourhood

Fabcon Companies, LLC. Profit Sharing and 401(k) PlanFabcon Companies, LLC. Profi…$60MGraef Retirement Savings Plan$60MMidflorida Credit Union Capital Accumulation PlanMidflorida Credit Union Capi…$60MCitizens & Northern Corporation Savings & Retirement PlanCitizens & Northern Corporat…$60MAshcroft Inc. 401(k) Plan$60M
End-of-year total assets ($M) among Midflorida Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$60M
Net Income-$11M
Employer EIN596194363
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midflorida Credit Union)

Sponsor-wide plan assets over time

All Midflorida Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$230M 32.86285692414795% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $173M $230M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 1,598 $173M
2023 2 1,682 $201M
2024 2 1,733 $230M

Nearby 401(k) Plans in Florida

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

Midflorida Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Midflorida Credit Union Capital Accumulation Plan, Total assets ($B): 0.060278205 · Participants: 1145Midflorida Credit Union Capital Accumulation 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
Midflorida Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Midflorida Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Midflorida Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Citizens & Northern Corporation Savings & Retirement Plan in PA ($60M); by covered participants it is Encova Insurance 401(k) Plan in OH (1,145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,145 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 Midflorida Credit Union Capital Accumulation Plan assets move in 2022? ▼
Midflorida Credit Union Capital Accumulation Plan pulled back noticeably - down 14.9% during 2022, from $71M to $60M. Reported net income was -$11M.
How have Midflorida Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midflorida Credit Union's sponsor-wide assets grew 32.9%, from $173M to $230M.
Where does Midflorida Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Midflorida Credit Union Capital Accumulation Plan ranks in the 89th 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 Midflorida Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens & Northern Corporation Savings & Retirement Plan in PA ($60M, 409 participants).
Which 401(k) plans cover a similar participant headcount to Midflorida Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Encova Insurance 401(k) Plan in OH (1,145 participants, $256M 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 596194363.

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.