401(k) · DOL Form 5500 · 2022

Achieva Credit Union 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
420
Participants Below avg headcount
84th
Percentile by assets National rank
$81,142
Avg per participant Below avg balance/head
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Official DOL plan name: Achieva Credit Union 401(k) Savings Plan · Sponsored by Achieva Credit Union · Florida · Finance & Insurance

$34M in assets, 420 participants

Achieva Credit Union's Achieva Credit Union 401(k) Savings Plan reported $34M in total assets and 420 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.

  • #6,909 in Finance & Insurance (9,261 peers)

Where Achieva Credit Union 401(k) Savings Plan sits by assets

Achieva Credit Union 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $34M for 420 participants (~$81,142/participant), down 13.7% in 2022.

#6,909
in Finance & Insurance (9,261 peers)
-13.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Achieva Credit Union 401(k) Savings Plan's outsized position by total assets

Achieva Credit Union 401(k) Savings Plan vs every filed plan by assets

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

$34,079,488 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

Achieva Credit Union 401(k) Savings Plan 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. Achieva Credit Union 401(k) Savings Plan sits mid-pack in the medium band (420 participants).

DOL schedule card

Filing strip 590729366 · Achieva Credit Union PY 2022 · 401(k)

Achieva Credit Union 401(k) Savings Plan · $34M · 420 · 84th

  • ASSETS $34M
  • ASSETS 420
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near Gust Rosenfeld P. L. C. Retirement Plan
  • ASSETS ind #6909

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 →

Achieva Credit Union 401(k) Savings Plan in the asset neighbourhood

Achieva Credit Union 401(k) Savings PlanAchieva Credit Union 401(k) …$34MGust Rosenfeld P. L. C. Retirement PlanGust Rosenfeld P. L. C. Reti…$34MDurect Corporation 401(k) PlanDurect Corporation 401(k) Pl…$34MGoodway Group, Inc., 401(k) Svgs and Investment PlanGoodway Group, Inc., 401(k) …$34MMoye White LLP 401(k) Profit-Sharing Plan and TrustMoye White LLP 401(k) Profit…$34M
End-of-year total assets ($M) among Achieva Credit Union 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN590729366
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Achieva Credit Union)

Sponsor-wide plan assets over time

All Achieva Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 35.8001211755294% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $46.3M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 420 $34M
2023 1 442 $41M
2024 1 482 $46M

Nearby 401(k) Plans in Florida

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

Achieva Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Achieva Credit Union 401(k) Savings Plan, Total assets ($B): 0.034079488 · Participants: 420Achieva Credit Union 401(k) Savings 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
Achieva Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Achieva Credit Union 401(k) Savings Plan side-by-side with 3 peers →

Achieva Credit Union 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gust Rosenfeld P. L. C. Retirement Plan in AZ ($34M); by covered participants it is Pinterest 401(k) Plan in CA (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Achieva Credit Union 401(k) Savings Plan assets move in 2022? ▼
Achieva Credit Union 401(k) Savings Plan pulled back noticeably - down 13.7% during 2022, from $40M to $34M. Reported net income was -$5M.
How have Achieva Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Achieva Credit Union's sponsor-wide assets grew 35.8%, from $34M to $46M.
Where does Achieva Credit Union 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Achieva Credit Union 401(k) Savings Plan 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 Achieva Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gust Rosenfeld P. L. C. Retirement Plan in AZ ($34M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Achieva Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (420 participants, $11M 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 590729366.

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.