Defined Benefit (Pension) · DOL Form 5500 · 2023

Midflorida Credit Union Pension Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
417
Participants Below avg headcount
93rd
Percentile by assets National rank
$299,662
Avg per participant High balance/head
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Official DOL plan name: Midflorida Credit Union Retirement Pension Plan · Sponsored by Midflorida Credit Union · Florida · Finance & Insurance

$125M in assets, 417 participants

Midflorida Credit Union's Midflorida Credit Union Retirement Pension Plan reported $125M in total assets and 417 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,858 in Finance & Insurance (8,869 peers)

Where Midflorida Credit Union Retirement Pension Plan sits by assets

Midflorida Credit Union Retirement Pension Plan sits in the top 10% of all filed plans by assets, $125M for 417 participants (~$299,662/participant), up 11.0% in 2023.

#7,858
in Finance & Insurance (8,869 peers)
+11.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Midflorida Credit Union Retirement Pension Plan's outsized position by total assets

Midflorida Credit Union Retirement Pension Plan vs every filed plan by assets

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

$124,959,178 Top 7% higher than 93% 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

Midflorida Credit Union Retirement Pension 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. Midflorida Credit Union Retirement Pension Plan sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midflorida Credit Union Retirement Pension Plan reported net income rose from -$18M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Midflorida Credit Union Retirement Pension Plan end-of-year assets rose from $113M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Midflorida Credit Union Retirement Pension Plan reported participants fell from 453 in the plan year 2022 filing to 417 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 596194363 · Midflorida Credit Union PY 2023 · Defined Benefit (Pension)

Midflorida Credit Union Retirement Pension Plan · $125M · 417 · 93rd

  • SCH $125M
  • SCH 417
  • SCH 93rd
  • SCH Defined Benefit (Pension)
  • SCH near Communications Workers of America Plan for Employees' Pensions
  • SCH ind #7858

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 →

Midflorida Credit Union Retirement Pension Plan in the asset neighbourhood

Luck Stone Corporation Retirement Plan and TrustLuck Stone Corporation Retir…$125MCommunications Workers of America Plan for Employees' PensionsCommunications Workers of Am…$125MMidflorida Credit Union Retirement Pension PlanMidflorida Credit Union Reti…$125MPension Plan for Collectively Bargained Employees of NutrienPension Plan for Collectivel…$125MNorthwest Bricklayers Pension PlanNorthwest Bricklayers Pensio…$125M
End-of-year total assets ($M) among Midflorida Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$125M
Net Income$12M
Employer EIN596194363
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midflorida Credit Union)

Sponsor-wide plan assets over time

All Midflorida Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$230M 32.86285692414795% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $173M $230M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 1,598 $173M
2023 2 1,682 $201M
2024 2 1,733 $230M

Nearby Defined Benefit (Pension) Plans in Florida

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

Midflorida Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Midflorida Credit Union Retirement Pension Plan, Total assets ($B): 0.124959178 · Participants: 417Midflorida Credit Union Retirement Pension PlanL3harris 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
Midflorida Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Midflorida Credit Union Retirement Pension Plan side-by-side with 3 peers →

Midflorida Credit Union Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Communications Workers of America Plan for Employees' Pensions in DC ($125M); by covered participants it is St. Luke's Methodist Hospital Retirement Plan in IA (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Midflorida Credit Union Retirement Pension Plan assets move in 2023? ▼
Midflorida Credit Union Retirement Pension Plan grew at a solid clip - up 11.0% during 2023, from $113M to $125M. Reported net income was $12M.
How have Midflorida Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midflorida Credit Union's sponsor-wide assets grew 32.9%, from $173M to $230M.
Where does Midflorida Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Midflorida Credit Union Retirement Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Midflorida Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Communications Workers of America Plan for Employees' Pensions in DC ($125M, 128 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Midflorida Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Luke's Methodist Hospital Retirement Plan in IA (418 participants, $123M 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 596194363.

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.