401(k) · DOL Form 5500 · 2023

Gulf Winds Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
213
Participants Below avg headcount
61st
Percentile by assets National rank
$53,052
Avg per participant Low balance/head
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Official DOL plan name: Gulf Winds Credit Union 401(k) Plan and Trust · Sponsored by Gulf Winds Credit Union · Florida · Finance & Insurance

$11M in assets, 213 participants

Gulf Winds Credit Union's Gulf Winds Credit Union 401(k) Plan and Trust reported $11M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,073 in Finance & Insurance (8,869 peers)

Coverage in Florida

Gulf Winds Credit Union 401(k) Plan and Trust covers 213 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#4,073
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY

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

Gulf Winds Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$11,300,086 Top 39% higher than 61% 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

Gulf Winds Credit Union 401(k) Plan and Trust 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. Gulf Winds Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gulf Winds Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Gulf Winds Credit Union 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Gulf Winds Credit Union 401(k) Plan and Trust reported participants rose from 209 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 596143861 · Gulf Winds Credit Union PY 2023 · 401(k)

Gulf Winds Credit Union 401(k) Plan and Trust · $11M · 213 · 61st

  • VS-ST $11M
  • VS-ST 213
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Denali Staffing 401(k) Plan
  • VS-ST ind #4073

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 →

Gulf Winds Credit Union 401(k) Plan and Trust in the asset neighbourhood

Gulf Winds Credit Union 401(k) Plan and TrustGulf Winds Credit Union 401(…$11MDenali Staffing 401(k) Plan$11MLaird Noller Ford Retirement PlanLaird Noller Ford Retirement…$11MLoeks Theatres, Inc. 401(k) PlanLoeks Theatres, Inc. 401(k) …$11MWiesner Automotive Group 401(k) PlanWiesner Automotive Group 401…$11M
End-of-year total assets ($M) among Gulf Winds Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN596143861
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gulf Winds Credit Union)

Sponsor-wide plan assets over time

All Gulf Winds Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 27.563046026646866% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.6M $40.3M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 368 $32M
2023 2 390 $35M
2024 2 417 $40M

Nearby 401(k) Plans in Florida

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

Gulf Winds Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Gulf Winds Credit Union 401(k) Plan and Trust, Total assets ($B): 0.011300086 · Participants: 213Gulf Winds Credit Union 401(k) Plan and TrustL3harris 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
Gulf Winds Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gulf Winds Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Gulf Winds Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Denali Staffing 401(k) Plan in WI ($11M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Gulf Winds Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Gulf Winds Credit Union 401(k) Plan and Trust grew at a solid clip - up 14.2% during 2023, from $10M to $11M. Reported net income was $1M.
How have Gulf Winds Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gulf Winds Credit Union's sponsor-wide assets grew 27.6%, from $32M to $40M.
Which 401(k) plans are similar in size to Gulf Winds Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Denali Staffing 401(k) Plan in WI ($11M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Gulf Winds Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 596143861.

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.