401(k) · DOL Form 5500 · 2023

Fairwinds Credit Union 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
572
Participants Below avg headcount
89th
Percentile by assets National rank
$134,107
Avg per participant Near avg balance/head
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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.

  • #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.

#7,413
in Finance & Insurance (8,869 peers)
+24.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fairwinds Credit Union Retirement Savings Plan's outsized position 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 $2,050,000,000 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

Fairwinds Credit Union Retirement Savings 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. Fairwinds Credit Union Retirement Savings Plan sits mid-pack in the medium band (572 participants).

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 →

Form 5500 schedule snapshot

Filing strip 111644012 · Fairwinds Credit Union PY 2023 · 401(k)

Fairwinds Credit Union Retirement Savings Plan · $77M · 572 · 89th

  • BOOK $77M
  • VS-ST 572
  • BOY 89th
  • SCH 401(k)
  • EBSA near Finishmaster, Inc. 401(k) Plan
  • PART ind #7413

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 →

Fairwinds Credit Union Retirement Savings Plan in the asset neighbourhood

Ashford Hospitality Services 401(k) Savings PlanAshford Hospitality Services…$77MGc Services Limited Partnership Employees' Profit Sharing PlanGc Services Limited Partners…$77MFairwinds Credit Union Retirement Savings PlanFairwinds Credit Union Retir…$77MFinishmaster, Inc. 401(k) PlanFinishmaster, Inc. 401(k) Pl…$77MMetro-West Anesthesia Group, Inc. 401(k) PlanMetro-West Anesthesia Group,…$77M
End-of-year total assets ($M) among Fairwinds Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Fairwinds Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$91M 47.79354368544474% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $61.7M $91.2M ▲ +47.8%
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 ($B) Participants Fairwinds Credit Union Retirement Savings Plan, Total assets ($B): 0.076709453 · Participants: 572Fairwinds Credit Union Retirement Savings 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
Fairwinds Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fairwinds Credit Union Retirement Savings Plan side-by-side with 3 peers →

Fairwinds Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Finishmaster, Inc. 401(k) Plan in IN ($77M); by covered participants it is Topiderm, Inc. 401(k) Plan in NY (572 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (572 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 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).
Which 401(k) plans cover a similar participant headcount to Fairwinds Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topiderm, Inc. 401(k) Plan in NY (572 participants, $11M 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 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.