Defined Benefit (Pension) · DOL Form 5500 · 2023
Ithink Financial Credit Union Pension Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 328
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $132,482
- Avg per participant Near avg balance/head
Official DOL plan name: Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Ithink Financial Credit Union · Florida · Finance & Insurance
$43M in assets, 328 participants
Ithink Financial Credit Union's Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported $43M in total assets and 328 participants in its 2023 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.
- #6,692 in Finance & Insurance (8,869 peers)
Where Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $43M for 328 participants (~$132,482/participant), down 4.9% in 2023.
- #6,692
- in Finance & Insurance (8,869 peers)
- -4.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,454,208 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ithink Financial Credit Union Cash Balance Defined Benefit 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. Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $46M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 314 in the plan year 2022 filing to 328 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591286880 · Ithink Financial Credit Union PY 2023 · Defined Benefit (Pension)
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust · $43M · 328 · 84th
- VS-ST $43M
- VS-ST 328
- VS-ST 84th
- VS-ST Defined Benefit (Pension)
- VS-ST near American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan
- VS-ST ind #6692
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 →
Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$2M |
| Employer EIN | 591286880 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ithink Financial Credit Union)
Sponsor-wide plan assets over time
All Ithink Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 9.836319359417137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 693 | $76M |
| 2023 | 2 | 719 | $75M |
| 2024 | 2 | 737 | $83M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
- Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
- Csx Pension Plan $2.4B · 2,446
- Retirement Accumulation Plan for Partners of Pwc $2.2B · 3,967
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,514
Ithink Financial Credit Union Cash Balance 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 American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan in TX ($43M); by covered participants it is Galileo & Worldspan U.S. Legacy Pension Plan in GA (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan (TX) $43M · 538
- Kellanova Muncy Pension Plan (IL) $43M · 217
- The York Water Company Pension Plan for General and Administrative Employees (PA) $44M · 29
- Inspira Medical Centers, Inc. Cash Balance Retirement Plan (NJ) $43M · 425
Similar participant headcount
Nearest other-state filings by covered participants (328 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.