401(k) · DOL Form 5500 · 2023

Midflorida Credit Union 401(k) Plan

Data updated 2026-08-11

$76M
Total assets
1,265
Participants
89th
Percentile by assets
$59,851
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$76M
total plan assets (2023 EOY)
1,265
covered participants
89th
percentile by assets (of 127,072 plans)
$59,851
avg assets per participant

Where Midflorida Credit Union Capital Accumulation Plan sits 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 $2,010,000,000 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

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 →

State
Florida
Industry
Finance & Insurance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Midflorida Credit Union Capital Accumulation Plan reports 1,265 participants - 2.0x that state average ($76M EOY assets).

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)

$160M$180M$200M$220M$240M 202220232024 $173M $230M ▲ +32.9%
Total plan assets by year, all Midflorida Credit Union plans on file
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 ($B) Participants Midflorida Credit Un…, Total assets ($B): 0.075711308 · Participants: 1265Midflorida Credit Un…L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
Midflorida Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Midflorida Credit Union Capital Accumula… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Midflorida Credit Union Capital Accumulation Plan by total assets, not by location.

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).

Next read for Midflorida Credit Union Capital Accumula…

Filing takeaways

Ways to act on Midflorida Credit Union Capital Accumulation Plan's numbers.

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.