Defined Benefit (Pension) · DOL Form 5500 · 2023

Gulf Winds Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
177
Participants Small participant base
76th
Percentile by assets National rank
$134,862
Avg per participant Near avg balance/head
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Official DOL plan name: Gulf Winds Credit Union Defined Benefit Plan and Trust · Sponsored by Gulf Winds Credit Union · Florida · Finance & Insurance

$24M in assets, 177 participants

Gulf Winds Credit Union's Gulf Winds Credit Union Defined Benefit Plan and Trust reported $24M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,614 in Finance & Insurance (8,869 peers)

Coverage in Florida

Gulf Winds Credit Union Defined Benefit Plan and Trust covers 177 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#5,614
in Finance & Insurance (8,869 peers)
+10.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Gulf Winds Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Gulf Winds Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$23,870,511 Top 24% higher than 76% 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 Defined Benefit 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gulf Winds Credit Union Defined Benefit Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gulf Winds Credit Union Defined Benefit Plan and Trust reported participants rose from 159 in the plan year 2022 filing to 177 in the plan year 2023 filing.
  • Gulf Winds Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 596143861 · Gulf Winds Credit Union PY 2023 · Defined Benefit (Pension)

Gulf Winds Credit Union Defined Benefit Plan and Trust · $24M · 177 · 76th

  • IND $24M
  • EOY 177
  • 5500 76th
  • ASSETS Defined Benefit (Pension)
  • PCT near Pension Plan for Employees of Motion Picture Association, Inc.
  • EIN ind #5614

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 Defined Benefit Plan and Trust in the asset neighbourhood

Wescom Credit Union Defined Benefit Pension PlanWescom Credit Union Defined …$24MGulf Winds Credit Union Defined Benefit Plan and TrustGulf Winds Credit Union Defi…$24MPension Plan for Employees of Motion Picture Association, Inc.Pension Plan for Employees o…$24MMountainone Financial, Inc. Pension PlanMountainone Financial, Inc. …$24MFuerst Group Pension Plan$24M
End-of-year total assets ($M) among Gulf Winds Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN596143861
Plan Effective Date1979-01-01
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 Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gulf Winds Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Gulf Winds Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.023870511 · Participants: 177Gulf Winds Credit Union Defined Benefit Plan and TrustL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Gulf Winds Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Gulf Winds Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Gulf Winds Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Motion Picture Association, Inc. in CA ($24M); by covered participants it is Wallpaper Imports Inc. Cash Balance Plan in NJ (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Defined Benefit Plan and Trust assets move in 2023? ▼
Gulf Winds Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 10.0% during 2023, from $22M to $24M. Reported net income was $2M.
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.
Where does Gulf Winds Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Gulf Winds Credit Union Defined Benefit Plan and Trust ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to Gulf Winds Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Motion Picture Association, Inc. in CA ($24M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gulf Winds Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wallpaper Imports Inc. Cash Balance Plan in NJ (177 participants, $4M 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.