401(k) · DOL Form 5500 · 2023

Midflorida Credit Union 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,265
Participants Near avg headcount
89th
Percentile by assets National rank
$59,851
Avg per participant Low balance/head
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Official DOL plan name: Midflorida Credit Union Capital Accumulation Plan · Sponsored by Midflorida Credit Union · Florida · Finance & Insurance

$76M in assets, 1,265 participants

Midflorida Credit Union's Midflorida Credit Union Capital Accumulation Plan reported $76M in total assets and 1,265 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.

  • #7,396 in Finance & Insurance (8,869 peers)

Coverage in Florida

Midflorida Credit Union Capital Accumulation Plan covers 1,265 participants in Florida, 2.0x the typical Florida plan (state average ~628 per filing). Assets: $76M.

#7,396
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Midflorida Credit Union Capital Accumulation Plan's outsized position by total assets

Midflorida Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$75,711,308 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

Midflorida Credit Union Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midflorida Credit Union Capital Accumulation Plan lands in the large band (1,265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midflorida Credit Union Capital Accumulation Plan reported net income rose from -$11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Midflorida Credit Union Capital Accumulation Plan end-of-year assets rose from $60M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Midflorida Credit Union Capital Accumulation Plan reported participants rose from 1,145 in the plan year 2022 filing to 1,265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 596194363 · Midflorida Credit Union PY 2023 · 401(k)

Midflorida Credit Union Capital Accumulation Plan · $76M · 1,265 · 89th

  • NET $76M
  • NET 1,265
  • NET 89th
  • NET 401(k)
  • NET near Adolfson & Peterson, Inc. Salary Savings Plan
  • NET ind #7396

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 Capital Accumulation Plan in the asset neighbourhood

Coach USA, Inc. 401(k) and Savings PlanCoach USA, Inc. 401(k) and S…$76MHealth Fitness Corporation 401(k) Savings PlanHealth Fitness Corporation 4…$76MAdolfson & Peterson, Inc. Salary Savings PlanAdolfson & Peterson, Inc. Sa…$76MLindt & Sprungli (USA), Inc. 401(k) PlanLindt & Sprungli (USA), Inc.…$76MMidflorida Credit Union Capital Accumulation PlanMidflorida Credit Union Capi…$76M
End-of-year total assets ($M) among Midflorida Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$76M
Net Income$15M
Employer EIN596194363
Plan Effective Date1995-01-01
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 401(k) Plans in Florida

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

Midflorida Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Midflorida Credit Union Capital Accumulation Plan, Total assets ($B): 0.075711308 · Participants: 1265Midflorida Credit Union Capital Accumulation 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
Midflorida Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Midflorida Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Midflorida Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Adolfson & Peterson, Inc. Salary Savings Plan in MN ($76M); by covered participants it is Titan International, Inc. Employees' Retirement Savings Plan in IL (1,265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,265 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 Capital Accumulation Plan assets move in 2023? ▼
Midflorida Credit Union Capital Accumulation Plan grew sharply - up 25.6% during 2023, from $60M to $76M. Reported net income was $15M.
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 Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Midflorida Credit Union Capital Accumulation 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 Midflorida Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adolfson & Peterson, Inc. Salary Savings Plan in MN ($76M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Midflorida Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Titan International, Inc. Employees' Retirement Savings Plan in IL (1,265 participants, $109M 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.