401(k) · DOL Form 5500 · 2023

Educational Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
267
Participants Below avg headcount
83rd
Percentile by assets National rank
$150,036
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Educational Federal Credit Union · Sponsored by Educational Federal Credit Union · Florida · Finance & Insurance

$40M in assets, 267 participants

Educational Federal Credit Union's Educational Federal Credit Union reported $40M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,564 in Finance & Insurance (8,869 peers)

Coverage in Florida

Educational Federal Credit Union covers 267 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $40M.

#6,564
in Finance & Insurance (8,869 peers)
+22.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Educational Federal Credit Union's outsized position by total assets

Educational Federal Credit Union vs every filed plan by assets

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

$40,059,568 Top 17% higher than 83% 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

Educational Federal Credit Union 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. Educational Federal Credit Union sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Educational Federal Credit Union reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Educational Federal Credit Union end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Educational Federal Credit Union reported participants rose from 244 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 590630270 · Educational Federal Credit Union PY 2023 · 401(k)

Educational Federal Credit Union · $40M · 267 · 83rd

  • EOY $40M
  • EOY 267
  • EOY 83rd
  • EOY 401(k)
  • EOY near Novaria Holdings 401(k) Plan
  • EOY ind #6564

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 →

Educational Federal Credit Union in the asset neighbourhood

Educational Federal Credit UnionEducational Federal Credit U…$40MNovaria Holdings 401(k) Plan$40MEagle View Technologies, Inc. 401(k) Profit Sharing PlanEagle View Technologies, Inc…$40MLindblad Expeditions, Inc 401(k) PlanLindblad Expeditions, Inc 40…$40MFirstlight Power 401(k) Plan$40M
End-of-year total assets ($M) among Educational Federal Credit Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN590630270
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Federal Credit Union)

Sponsor-wide plan assets over time

All Educational Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.35330062755522% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.6M $45.1M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 244 $33M
2023 1 267 $40M
2024 1 291 $45M

Nearby 401(k) Plans in Florida

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

Educational Federal Credit Union vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Educational Federal Credit Union, Total assets ($B): 0.040059568 · Participants: 267Educational Federal Credit UnionL3harris 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
Educational Federal Credit Union vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Educational Federal Credit Union side-by-side with 3 peers →

Educational Federal Credit Union's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Novaria Holdings 401(k) Plan in TX ($40M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Educational Federal Credit Union assets move in 2023? ▼
Educational Federal Credit Union grew sharply - up 22.9% during 2023, from $33M to $40M. Reported net income was $7M.
How have Educational Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Federal Credit Union's sponsor-wide assets grew 38.4%, from $33M to $45M.
Where does Educational Federal Credit Union rank by assets among Form 5500 filers? ▼
Educational Federal Credit Union ranks in the 83rd 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 Educational Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by assets is Novaria Holdings 401(k) Plan in TX ($40M, 1,077 participants).
Which 401(k) plans cover a similar participant headcount to Educational Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 590630270.

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.