401(k)
2023 plan-year 401(k) DOL Form 5500

Eglin Federal Credit Union 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Eglin Federal Credit Union · Florida · Finance & Insurance

What the 2023 filing shows

Eglin Federal Credit Union 401(k) Retirement Plan holds $25M for 358 participants — about $69,788 per participant, up 22.7% over the 2023 plan year.

$25M
total plan assets (2023 EOY)
358
covered participants
$69,788
avg assets per participant
+22.7%
assets growth YoY
Total Assets (2023)
$25M
Participants
358
State
Industry
Finance & Insurance

What the Filing Says About Eglin Federal Credit Union 401(k) Retirement Plan

Eglin Federal Credit Union 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Eglin Federal Credit Union, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 358 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 590724728, and the plan has been effective since 1997-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2023 to $25M at year-end — a gain of 22.7%. Net assets (after liabilities) closed the year at $25M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$5M
Plan Type401(k)
Employer EIN590724728
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eglin Federal Credit Union)

Year Plans Participants Total Assets
2022 2 627 $82M
2023 2 622 $95M
2024 2 657 $109M

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Frequently Asked Questions

How much money is in the Eglin Federal Credit Union 401(k) Retirement Plan?
As of the 2023 Form 5500 filing, Eglin Federal Credit Union 401(k) Retirement Plan holds $25M in total assets with 358 participants. It is sponsored by Eglin Federal Credit Union.
What type of plan is Eglin Federal Credit Union 401(k) Retirement Plan?
Eglin Federal Credit Union 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1997-10-01. The plan is filed with the U.S. Department of Labor under EIN 590724728.
Who sponsors the Eglin Federal Credit Union 401(k) Retirement Plan?
Eglin Federal Credit Union 401(k) Retirement Plan is sponsored by Eglin Federal Credit Union, located in Florida. The sponsor's EIN is 590724728 and the plan operates in the Finance & Insurance industry.
How did Eglin Federal Credit Union 401(k) Retirement Plan perform in 2023?
Eglin Federal Credit Union 401(k) Retirement Plan grew by 22.7% during 2023, moving from $20M to $25M in total assets. Net income was $5M.
Where can I find official filings for Eglin Federal Credit Union 401(k) Retirement Plan?
Official Form 5500 filings for Eglin Federal Credit Union 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 590724728 or plan name at efast.dol.gov.
How does Eglin Federal Credit Union 401(k) Retirement Plan compare to other plans?
You can compare Eglin Federal Credit Union 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 590724728.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.