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

BRIGHTSTAR CREDIT UNION 401(K) PLAN

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

BRIGHTSTAR CREDIT UNION

This 401(k) plan holds $11M in total assets and serves 159 participants as of 2023. It is sponsored by BRIGHTSTAR CREDIT UNION in Florida. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$11M
Participants
159
State
Industry
Finance & Insurance

What the Filing Says About BRIGHTSTAR CREDIT UNION 401(K) PLAN

BRIGHTSTAR CREDIT UNION 401(K) PLAN is a 401(k) retirement plan sponsored by BRIGHTSTAR CREDIT UNION, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 159 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 590653174, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2023 to $11M at year-end — a gain of 16.8%. Net assets (after liabilities) closed the year at $11M, with reported net income of $2M 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)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$2M
Plan Type401(k)
Employer EIN590653174
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BRIGHTSTAR CREDIT UNION)

Year Plans Participants Total Assets
2022 2 181 $21M
2023 1 159 $11M
2024 1 169 $12M

Nearby 401(k) Plans in Florida

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

Frequently Asked Questions

How much money is in the BRIGHTSTAR CREDIT UNION 401(K) PLAN?
As of the 2023 Form 5500 filing, BRIGHTSTAR CREDIT UNION 401(K) PLAN holds $11M in total assets with 159 participants. It is sponsored by BRIGHTSTAR CREDIT UNION.
What type of plan is BRIGHTSTAR CREDIT UNION 401(K) PLAN?
BRIGHTSTAR CREDIT UNION 401(K) PLAN is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 590653174.
Who sponsors the BRIGHTSTAR CREDIT UNION 401(K) PLAN?
BRIGHTSTAR CREDIT UNION 401(K) PLAN is sponsored by BRIGHTSTAR CREDIT UNION, located in Florida. The sponsor's EIN is 590653174 and the plan operates in the Finance & Insurance industry.
How did BRIGHTSTAR CREDIT UNION 401(K) PLAN perform in 2023?
BRIGHTSTAR CREDIT UNION 401(K) PLAN grew by 16.8% during 2023, moving from $10M to $11M in total assets. Net income was $2M.
Where can I find official filings for BRIGHTSTAR CREDIT UNION 401(K) PLAN?
Official Form 5500 filings for BRIGHTSTAR CREDIT UNION 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 590653174 or plan name at efast.dol.gov.
How does BRIGHTSTAR CREDIT UNION 401(K) PLAN compare to other plans?
You can compare BRIGHTSTAR CREDIT UNION 401(K) 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 590653174.

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 official public datasets. See our methodology for details.