401(k) · DOL Form 5500 · 2023

Envision Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
238
Participants Below avg headcount
64th
Percentile by assets National rank
$52,891
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Envision Credit Union 401(k) Plan and Trust · Sponsored by Envision Credit Union · Florida · Finance & Insurance

$13M in assets, 238 participants

Envision Credit Union's Envision Credit Union 401(k) Plan and Trust reported $13M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,297 in Finance & Insurance (8,869 peers)

Coverage in Florida

Envision Credit Union 401(k) Plan and Trust covers 238 participants in Florida, about 38% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#4,297
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY

Envision Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Envision Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,588,044 Top 36% higher than 64% of 127,068 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 2023

Envision Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envision Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Envision Credit Union 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Envision Credit Union 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Envision Credit Union 401(k) Plan and Trust reported participants rose from 221 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590873652 · Envision Credit Union PY 2023 · 401(k)

Envision Credit Union 401(k) Plan and Trust · $13M · 238 · 64th

  • NET $13M
  • BOOK 238
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Sarracco Mechanical Services, Inc, Profit Sharing 401(k) Plan
  • EBSA ind #4297

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 →

Envision Credit Union 401(k) Plan and Trust in the asset neighbourhood

Envision Credit Union 401(k) Plan and TrustEnvision Credit Union 401(k)…$13MSarracco Mechanical Services, Inc, Profit Sharing 401(k) PlanSarracco Mechanical Services…$13MApplewood Plumbing & Heating Company 401(k) PlanApplewood Plumbing & Heating…$13MGreen Farms California LLC 401(k) Profit Sharing Plan & TrustGreen Farms California LLC 4…$13MBp3 Global Inc. 401(k) Psp & TrustBp3 Global Inc. 401(k) Psp &…$13M
End-of-year total assets ($M) among Envision Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN590873652
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envision Credit Union)

Sponsor-wide plan assets over time

All Envision Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.27778051165127% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.6M $14.3M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 221 $11M
2023 1 238 $13M
2024 1 240 $14M

Nearby 401(k) Plans in Florida

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

Envision Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Envision Credit Union 401(k) Plan and Trust, Total assets ($B): 0.012588044 · Participants: 238Envision Credit Union 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Envision Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Envision Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Sarracco Mechanical Services, Inc, Profit Sharing 401(k) Plan in CT ($13M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Envision Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Envision Credit Union 401(k) Plan and Trust grew sharply - up 18.4% during 2023, from $11M to $13M. Reported net income was $2M.
How have Envision Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envision Credit Union's sponsor-wide assets grew 34.3%, from $11M to $14M.
Which 401(k) plans are similar in size to Envision Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sarracco Mechanical Services, Inc, Profit Sharing 401(k) Plan in CT ($13M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Envision Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590873652.

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.