401(k) · DOL Form 5500 · 2023

Addition Financial Credit Union Dba Addition Financial 401(k) Plan

Data updated 2026-08-11

$45M
Total assets: 483
Participants: 84th
Percentile by assets: $92,577
Avg per participant

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.

84th percentile by assets (of 127,072 plans)
#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.

$45M
total plan assets (2023 EOY): 483
covered participants: 84th
percentile by assets (of 127,072 plans): $92,577
avg assets per participant

Where Addition Financial Credit Union 401(k) Profit Sharing Plan sits 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 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.

See the national 2022→2023 release diff →

State

Florida

Industry

Finance & Insurance

Addition Financial Credit Union 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Addition Financial Credit Union 401(k) Profit Sharing Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Addition Financial Credit Union Dba Addition Financial plans on file

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.

Addition Financial Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Compare Addition Financial Credit Union 401(k) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Addition Financial Credit Union 401(k) Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did Addition Financial Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼

Addition Financial Credit Union 401(k) Profit Sharing Plan grew sharply - up 17.6% during 2023, from $38M to $45M. Reported net income was $7M.

How have Addition Financial Credit Union Dba Addition Financial plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Addition Financial Credit Union Dba Addition Financial's sponsor-wide assets grew 32.1%, from $38M to $50M.

Where does Addition Financial Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Addition Financial Credit Union 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Addition Financial Credit Union 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Ritedose Corporation 401(k) Plan in SC ($45M, 516 participants).

Next read for Addition Financial Credit Union 401(k) P…

Scale reading

Ways to act on Addition Financial Credit Union 401(k) Profit Sharing Plan's numbers.

By total assets, Addition Financial Credit Union 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Addition Financial Credit Union Dba Addition Financial's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 590678236.