401(k) · DOL Form 5500 · 2023

Achieva Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
442
Participants Below avg headcount
83rd
Percentile by assets National rank
$92,801
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Achieva Credit Union 401(k) Savings Plan · Sponsored by Achieva Credit Union · Florida · Finance & Insurance

$41M in assets, 442 participants

Achieva Credit Union's Achieva Credit Union 401(k) Savings Plan reported $41M in total assets and 442 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,604 in Finance & Insurance (8,869 peers)

Where Achieva Credit Union 401(k) Savings Plan sits by assets

Achieva Credit Union 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $41M for 442 participants (~$92,801/participant), up 20.4% in 2023.

#6,604
in Finance & Insurance (8,869 peers)
+20.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Achieva Credit Union 401(k) Savings Plan's outsized position by total assets

Achieva Credit Union 401(k) Savings Plan vs every filed plan by assets

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

$41,018,252 Top 17% higher than 83% 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

Achieva Credit Union 401(k) Savings 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. Achieva Credit Union 401(k) Savings Plan sits mid-pack in the medium band (442 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Achieva Credit Union 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Achieva Credit Union 401(k) Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Achieva Credit Union 401(k) Savings Plan reported participants rose from 420 in the plan year 2022 filing to 442 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 590729366 · Achieva Credit Union PY 2023 · 401(k)

Achieva Credit Union 401(k) Savings Plan · $41M · 442 · 83rd

  • EBSA $41M
  • EBSA 442
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Flagship Credit Acceptance LLC 401(k) Plan
  • EBSA ind #6604

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 →

Achieva Credit Union 401(k) Savings Plan in the asset neighbourhood

Workers Federal Credit Union 401(k) Retirement PlanWorkers Federal Credit Union…$41MAchieva Credit Union 401(k) Savings PlanAchieva Credit Union 401(k) …$41MFlagship Credit Acceptance LLC 401(k) PlanFlagship Credit Acceptance L…$41MDynamic Motion Control 401(k) PlanDynamic Motion Control 401(k…$41MQvine Corporation 401(k) Plan$41M
End-of-year total assets ($M) among Achieva Credit Union 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN590729366
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Achieva Credit Union)

Sponsor-wide plan assets over time

All Achieva Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 35.8001211755294% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $46.3M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 420 $34M
2023 1 442 $41M
2024 1 482 $46M

Nearby 401(k) Plans in Florida

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

Achieva Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Achieva Credit Union 401(k) Savings Plan, Total assets ($B): 0.041018252 · Participants: 442Achieva Credit Union 401(k) Savings 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
Achieva Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Achieva Credit Union 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Flagship Credit Acceptance LLC 401(k) Plan in PA ($41M); by covered participants it is Westcor Companies 401(k) Plan in NV (442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (442 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 Achieva Credit Union 401(k) Savings Plan assets move in 2023? ▼
Achieva Credit Union 401(k) Savings Plan grew sharply - up 20.4% during 2023, from $34M to $41M. Reported net income was $7M.
How have Achieva Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Achieva Credit Union's sponsor-wide assets grew 35.8%, from $34M to $46M.
Where does Achieva Credit Union 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Achieva Credit Union 401(k) Savings Plan ranks in the 83rd 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 Achieva Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flagship Credit Acceptance LLC 401(k) Plan in PA ($41M, 942 participants).
Which 401(k) plans cover a similar participant headcount to Achieva Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westcor Companies 401(k) Plan in NV (442 participants, $687K 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 590729366.

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.