401(k) · DOL Form 5500 · 2023
Addition Financial Credit Union Dba Addition Financial 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 483
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $92,577
- Avg per participant Below avg balance/head
Official DOL plan name: Addition Financial Credit Union 401(k) Profit Sharing Plan · Sponsored by Addition Financial Credit Union Dba Addition Financial · Florida · Finance & Insurance
$45M in assets, 483 participants
Addition Financial Credit Union Dba Addition Financial's Addition Financial Credit Union 401(k) Profit Sharing Plan reported $45M in total assets and 483 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.
- #6,742 in Finance & Insurance (8,869 peers)
Where Addition Financial Credit Union 401(k) Profit Sharing Plan sits by assets
Addition Financial Credit Union 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 483 participants (~$92,577/participant), up 17.6% in 2023.
- #6,742
- in Finance & Insurance (8,869 peers)
- +17.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Addition Financial Credit Union 401(k) Profit Sharing Plan's outsized position by total assets
Addition Financial Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,714,772 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
Addition Financial Credit Union 401(k) Profit Sharing Plan 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. Addition Financial Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Addition Financial Credit Union 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Addition Financial Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Addition Financial Credit Union 401(k) Profit Sharing Plan reported participants rose from 459 in the plan year 2022 filing to 483 in the plan year 2023 filing.
DOL schedule card
Filing strip 590678236 · Addition Financial Credit Union Dba Addition Financial PY 2023 · 401(k)
Addition Financial Credit Union 401(k) Profit Sharing Plan · $45M · 483 · 84th
- EBSA $45M
- PART 483
- TYPE 84th
- NET 401(k)
- BOOK near The Ritedose Corporation 401(k) Plan
- VS-ST ind #6742
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 →
Addition Financial Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 590678236 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Addition Financial Credit Union Dba Addition Financial)
Sponsor-wide plan assets over time
All Addition Financial Credit Union Dba Addition Financial plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 32.1460010719557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $38M |
| 2023 | 1 | 483 | $45M |
| 2024 | 1 | 506 | $50M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Addition Financial Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Ritedose Corporation 401(k) Plan in SC ($45M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- The Ritedose Corporation 401(k) Plan (SC) $45M · 516
- Unanet Technologies Capital Accumulation Plan (VA) $45M · 378
- Hancock Estabrook, LLP Retirement Plan (NY) $45M · 110
- Gb Auto Service, Inc. 401(k) Plan (AZ) $45M · 3,054
Similar participant headcount
Nearest other-state filings by covered participants (483 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.