401(k) · DOL Form 5500 · 2023
Florida Credit Union 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 292
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $102,788
- Avg per participant Below avg balance/head
Official DOL plan name: Florida Credit Union 401(k) Profit Sharing Plan and Trust · Sponsored by Florida Credit Union · Florida · Finance & Insurance
$30M in assets, 292 participants
Florida Credit Union's Florida Credit Union 401(k) Profit Sharing Plan and Trust reported $30M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #6,048 in Finance & Insurance (8,869 peers)
Coverage in Florida
Florida Credit Union 401(k) Profit Sharing Plan and Trust covers 292 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $30M.
- #6,048
- in Finance & Insurance (8,869 peers)
- +26.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Florida Credit Union 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Florida Credit Union 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,014,106 Top 21% higher than 79% 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
Florida Credit Union 401(k) Profit Sharing 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. Florida Credit Union 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (292 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Florida Credit Union 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Florida Credit Union 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Florida Credit Union 401(k) Profit Sharing Plan and Trust reported participants rose from 276 in the plan year 2022 filing to 292 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 590773154 · Florida Credit Union PY 2023 · 401(k)
Florida Credit Union 401(k) Profit Sharing Plan and Trust · $30M · 292 · 79th
- VS-ST $30M
- VS-ST 292
- VS-ST 79th
- VS-ST 401(k)
- VS-ST near Graphics-Atlanta, LLC 401(k) Profit Sharing Plan
- VS-ST ind #6048
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 →
Florida Credit Union 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $6M |
| Employer EIN | 590773154 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Florida Credit Union)
Sponsor-wide plan assets over time
All Florida Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 48.44207214482805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $24M |
| 2023 | 1 | 292 | $30M |
| 2024 | 1 | 297 | $35M |
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
Florida Credit Union 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Graphics-Atlanta, LLC 401(k) Profit Sharing Plan in GA ($30M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Graphics-Atlanta, LLC 401(k) Profit Sharing Plan (GA) $30M · 455
- Gglo, LLC 401(k) Profit Sharing Plan (WA) $30M · 122
- Lucas Oil Products, Inc. 401(k) Plan (IN) $30M · 569
- Ghost Management Group, LLC 401(k) Plan (CA) $30M · 566
Similar participant headcount
Nearest other-state filings by covered participants (292 participants); asset peers above are excluded.
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 292 · 0 off
- Brock and Company, Inc. 401(k) Retirement Plan (PA) 292 · 0 off
- Dave Operating LLC 401(k) Plan (CA) 292 · 0 off
- Peoples Mortgage 401(k) Plan (AZ) 292 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.