Defined Benefit (Pension) · DOL Form 5500 · 2023

Campus USA Credit Union Pension Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
308
Participants Below avg headcount
86th
Percentile by assets National rank
$164,329
Avg per participant Above avg balance/head
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Official DOL plan name: Campus USA Credit Union Retirement Plan · Sponsored by Campus USA Credit Union · Florida · Finance & Insurance

$51M in assets, 308 participants

Campus USA Credit Union's Campus USA Credit Union Retirement Plan reported $51M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,910 in Finance & Insurance (8,869 peers)

Coverage in Florida

Campus USA Credit Union Retirement Plan covers 308 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $51M.

#6,910
in Finance & Insurance (8,869 peers)
+15.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Campus USA Credit Union Retirement Plan's outsized position by total assets

Campus USA Credit Union Retirement Plan vs every filed plan by assets

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

$50,613,405 Top 14% higher than 86% 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

Campus USA Credit Union Retirement 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. Campus USA Credit Union Retirement Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Campus USA Credit Union Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Campus USA Credit Union Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Campus USA Credit Union Retirement Plan reported participants rose from 268 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590637646 · Campus USA Credit Union PY 2023 · Defined Benefit (Pension)

Campus USA Credit Union Retirement Plan · $51M · 308 · 86th

  • BOY $51M
  • SCH 308
  • EBSA 86th
  • PART Defined Benefit (Pension)
  • TYPE near Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska
  • NET ind #6910

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 →

Campus USA Credit Union Retirement Plan in the asset neighbourhood

Brown-Forman Corporation Hourly Employees Retirement PlanBrown-Forman Corporation Hou…$51MCampus USA Credit Union Retirement PlanCampus USA Credit Union Reti…$51MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of NebraskaNon-Contributory Retirement …$51MIBEW Local Union No. 237 Pension PlanIBEW Local Union No. 237 Pen…$51MAnsi Plan for Employees' Retirement PensionsAnsi Plan for Employees' Ret…$51M
End-of-year total assets ($M) among Campus USA Credit Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$51M
Net Income$7M
Employer EIN590637646
Plan Effective Date1966-10-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Campus USA Credit Union)

Sponsor-wide plan assets over time

All Campus USA Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$101M 37.95537727306826% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.2M $101M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 612 $73M
2023 2 695 $87M
2024 2 722 $101M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Campus USA Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Campus USA Credit Union Retirement Plan, Total assets ($B): 0.050613405 · Participants: 308Campus USA Credit Union Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Campus USA Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Campus USA Credit Union Retirement Plan side-by-side with 3 peers →

Campus USA Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska in NE ($51M); by covered participants it is The Jackson Lewis P.C. Cash Balance Plan II in NY (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Campus USA Credit Union Retirement Plan assets move in 2023? ▼
Campus USA Credit Union Retirement Plan grew sharply - up 15.1% during 2023, from $44M to $51M. Reported net income was $7M.
How have Campus USA Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Campus USA Credit Union's sponsor-wide assets grew 38.0%, from $73M to $101M.
Where does Campus USA Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Campus USA Credit Union Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Campus USA Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska in NE ($51M, 118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Campus USA Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Jackson Lewis P.C. Cash Balance Plan II in NY (308 participants, $30M 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 590637646.

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.