401(k) · DOL Form 5500 · 2023

Mccoy Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
172
Participants Small participant base
67th
Percentile by assets National rank
$84,709
Avg per participant Below avg balance/head
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Official DOL plan name: Mccoy Federal Credit Union 401(k) Plan · Sponsored by Mccoy Federal Credit Union · Florida · Finance & Insurance

$15M in assets, 172 participants

Mccoy Federal Credit Union's Mccoy Federal Credit Union 401(k) Plan reported $15M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,587 in Finance & Insurance (8,869 peers)

Coverage in Florida

Mccoy Federal Credit Union 401(k) Plan covers 172 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#4,587
in Finance & Insurance (8,869 peers)
-7.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mccoy Federal Credit Union 401(k) Plan's outsized position by total assets

Mccoy Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$14,570,021 Top 33% higher than 67% 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

Mccoy Federal Credit Union 401(k) 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. Mccoy Federal Credit Union 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccoy Federal Credit Union 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Mccoy Federal Credit Union 401(k) Plan end-of-year assets fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Mccoy Federal Credit Union 401(k) Plan reported participants fell from 183 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590772729 · Mccoy Federal Credit Union PY 2023 · 401(k)

Mccoy Federal Credit Union 401(k) Plan · $15M · 172 · 67th

  • ASSETS $15M
  • ASSETS 172
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Lumos & Associates, Inc. 401(k) Plan
  • ASSETS ind #4587

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 →

Mccoy Federal Credit Union 401(k) Plan in the asset neighbourhood

Mccoy Federal Credit Union 401(k) PlanMccoy Federal Credit Union 4…$15MLumos & Associates, Inc. 401(k) PlanLumos & Associates, Inc. 401…$15MBretford Manufacturing, Inc. Profit Sharing and Savings PlanBretford Manufacturing, Inc.…$15MPolly, Scatena, Vasheresse & Sater 401(k) PlanPolly, Scatena, Vasheresse &…$15MCentral Indiana Corporate Partnership 401(k) Retirement PlanCentral Indiana Corporate Pa…$15M
End-of-year total assets ($M) among Mccoy Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN590772729
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccoy Federal Credit Union)

Sponsor-wide plan assets over time

All Mccoy Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 1.8614349842454203% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M 202220232024 $15.8M $15.5M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 183 $16M
2023 1 172 $15M
2024 1 177 $16M

Nearby 401(k) Plans in Florida

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

Mccoy Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mccoy Federal Credit Union 401(k) Plan, Total assets ($B): 0.014570021 · Participants: 172Mccoy Federal Credit Union 401(k) 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
Mccoy Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mccoy Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Lumos & Associates, Inc. 401(k) Plan in NV ($15M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Mccoy Federal Credit Union 401(k) Plan assets move in 2023? ▼
Mccoy Federal Credit Union 401(k) Plan pulled back noticeably - down 7.8% during 2023, from $16M to $15M. Reported net income was -$1M.
How have Mccoy Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccoy Federal Credit Union's sponsor-wide assets declined 1.9%, from $16M to $16M.
Which 401(k) plans are similar in size to Mccoy Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lumos & Associates, Inc. 401(k) Plan in NV ($15M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Mccoy Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 590772729.

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.