401(k) · DOL Form 5500 · 2023

Fairwinds Credit Union 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
572
Participants
89th
Percentile by assets
$134,107
Avg per participant
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Official DOL plan name: Fairwinds Credit Union Retirement Savings Plan · Sponsored by Fairwinds Credit Union · Florida · Finance & Insurance

$77M in assets, 572 participants

Fairwinds Credit Union's Fairwinds Credit Union Retirement Savings Plan reported $77M in total assets and 572 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #7,413 in Finance & Insurance (8,869 peers)

Where Fairwinds Credit Union Retirement Savings Plan sits by assets

Fairwinds Credit Union Retirement Savings Plan sits in the top quartile of all filed plans by assets, $77M for 572 participants (~$134,107/participant), up 24.3% in 2023.

$77M
total plan assets (2023 EOY)
572
covered participants
89th
percentile by assets (of 127,072 plans)
$134,107
avg assets per participant

Where Fairwinds Credit Union Retirement Savings Plan sits by total assets

Fairwinds Credit Union Retirement Savings Plan vs every filed plan by assets

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

$76,709,453 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fairwinds Credit Union Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Fairwinds Credit Union Retirement Savings Plan end-of-year assets rose from $62M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Fairwinds Credit Union Retirement Savings Plan reported participants rose from 501 in the plan year 2022 filing to 572 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Finance & Insurance

Fairwinds Credit Union Retirement Savings Plan vs the 2023 asset distribution

By assets, Fairwinds Credit Union Retirement Savings Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$77M
Net Income$15M
Employer EIN111644012
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fairwinds Credit Union)

$50M$60M$70M$80M$90M$100M 202220232024 $61.7M $91.2M ▲ +47.8%
Total plan assets by year, all Fairwinds Credit Union plans on file
Year Plans Participants Total Assets
2022 1 501 $62M
2023 1 572 $77M
2024 1 575 $91M

Nearby 401(k) Plans in Florida

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

Fairwinds Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fairwinds Credit Uni…, Total assets ($B): 0.076709453 · Participants: 572Fairwinds Credit Uni…L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
Fairwinds Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fairwinds Credit Union Retirement Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fairwinds Credit Union Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Fairwinds Credit Union Retirement Savings Plan assets move in 2023? ▼
Fairwinds Credit Union Retirement Savings Plan grew sharply - up 24.3% during 2023, from $62M to $77M. Reported net income was $15M.
How have Fairwinds Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairwinds Credit Union's sponsor-wide assets grew 47.8%, from $62M to $91M.
Where does Fairwinds Credit Union Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Fairwinds Credit Union Retirement Savings Plan ranks in the 89th 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 Fairwinds Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finishmaster, Inc. 401(k) Plan in IN ($77M, 1,097 participants).

Next read for Fairwinds Credit Union Retirement Saving…

Scale reading

Ways to act on Fairwinds Credit Union Retirement Savings Plan's numbers.

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 111644012.

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.