401(k) · DOL Form 5500 · 2023

121 Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
123
Participants Small participant base
54th
Percentile by assets National rank
$67,011
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 121 Financial Credit Union 401(k) Plan · Sponsored by 121 Financial Credit Union · Florida · Finance & Insurance

$8M in assets, 123 participants

121 Financial Credit Union's 121 Financial Credit Union 401(k) Plan reported $8M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,492 in Finance & Insurance (8,869 peers)

Coverage in Florida

121 Financial Credit Union 401(k) Plan covers 123 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#3,492
in Finance & Insurance (8,869 peers)
+7.1%
assets growth YoY

121 Financial Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

121 Financial Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,242,293 Top 46% higher than 54% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

121 Financial Credit Union 401(k) 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. 121 Financial Credit Union 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 121 Financial Credit Union 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $549K in the plan year 2023 filing.
  • 121 Financial Credit Union 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • 121 Financial Credit Union 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590248325 · 121 Financial Credit Union PY 2023 · 401(k)

121 Financial Credit Union 401(k) Plan · $8M · 123 · 54th

  • IND $8M
  • IND 123
  • IND 54th
  • IND 401(k)
  • IND near Scottsdale Bible Church 403(b) Plan
  • IND ind #3492

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 →

121 Financial Credit Union 401(k) Plan in the asset neighbourhood

121 Financial Credit Union 401(k) Plan121 Financial Credit Union 4…$8MScottsdale Bible Church 403(b) PlanScottsdale Bible Church 403(…$8MWatts Companies Retirement PlanWatts Companies Retirement P…$8MRancho Valencia Resort & Spa 401(k) PlanRancho Valencia Resort & Spa…$8MTarrytown Expocare 401(k) PlanTarrytown Expocare 401(k) Pl…$8M
End-of-year total assets ($M) among 121 Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$549K
Employer EIN590248325
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (121 Financial Credit Union)

Sponsor-wide plan assets over time

All 121 Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.1405006333049785% vs 2022
2023 filing year
$7.6M$7.8M$8M$8.2M$8.4M 20222023 $7.69M $8.24M ▲ +7.2%
Year Plans Participants Total Assets
2022 1 116 $8M
2023 2 248 $8M

Nearby 401(k) Plans in Florida

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

121 Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 121 Financial Credit Union 401(k) Plan, Total assets ($B): 0.008242293 · Participants: 123121 Financial Credit Union 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
121 Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 121 Financial Credit Union 401(k) Plan side-by-side with 3 peers →

121 Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Scottsdale Bible Church 403(b) Plan in AZ ($8M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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.

Frequently Asked Questions

How did 121 Financial Credit Union 401(k) Plan assets move in 2023? ▼
121 Financial Credit Union 401(k) Plan grew at a solid clip - up 7.1% during 2023, from $8M to $8M. Reported net income was $549K.
How have 121 Financial Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), 121 Financial Credit Union's sponsor-wide assets grew 7.1%, from $8M to $8M.
Which 401(k) plans are similar in size to 121 Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scottsdale Bible Church 403(b) Plan in AZ ($8M, 216 participants).
Which 401(k) plans cover a similar participant headcount to 121 Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).

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 590248325.

Read our methodology - how this data is sourced, computed, and verified.

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