Defined Benefit (Pension) · DOL Form 5500 · 2023

Tropical Financial Credit Union Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
52nd
Percentile by assets National rank
$266,370
Avg per participant High balance/head
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Official DOL plan name: Tropical Financial Credit Union Employees' Pension Plan · Sponsored by Tropical Financial Credit Union · Florida · Finance & Insurance

$7M in assets, 28 participants

Tropical Financial Credit Union's Tropical Financial Credit Union Employees' Pension Plan reported $7M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,329 in Finance & Insurance (8,869 peers)

Tropical Financial Credit Union multi-year trail

Tropical Financial Credit Union's plans moved +13.6% in assets from 2022 to 2024; this filing shows Tropical Financial Credit Union Employees' Pension Plan at $7M / 28 participants.

#3,329
in Finance & Insurance (8,869 peers)
+6.0%
assets growth YoY

Tropical Financial Credit Union Employees' Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Tropical Financial Credit Union Employees' Pension Plan vs every filed plan by assets

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

$7,458,372 Top 48% higher than 52% 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

Tropical Financial Credit Union Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tropical Financial Credit Union Employees' Pension Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tropical Financial Credit Union Employees' Pension Plan reported net income rose from $292K in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • Tropical Financial Credit Union Employees' Pension Plan reported participants fell from 31 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Tropical Financial Credit Union Employees' Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590637653 · Tropical Financial Credit Union PY 2023 · Defined Benefit (Pension)

Tropical Financial Credit Union Employees' Pension Plan · $7M · 28 · 52nd

  • VS-ST $7M
  • BOY 28
  • SCH 52nd
  • EBSA Defined Benefit (Pension)
  • PART near Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan
  • TYPE ind #3329

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 →

Tropical Financial Credit Union Employees' Pension Plan in the asset neighbourhood

Yuasa Battery, Inc. Hourly Employees' Pension PlanYuasa Battery, Inc. Hourly E…$7MTeamsters Local 102 Pension FundTeamsters Local 102 Pension …$7MCohen & Company Cash Balance PlanCohen & Company Cash Balance…$7MTropical Financial Credit Union Employees' Pension PlanTropical Financial Credit Un…$7MSouthern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension PlanSouthern Ca. Oral & Maxillof…$7M
End-of-year total assets ($M) among Tropical Financial Credit Union Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tropical Financial Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Tropical Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$26M 13.59255355944034% vs 2022
2024 filing year
$22M$23M$24M$25M$26M$27M 202220232024 $23M $26.1M ▲ +13.6%
Year Plans Participants Total Assets
2022 2 187 $23M
2023 2 205 $23M
2024 2 206 $26M

Tropical Financial Credit Union filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$421K
Employer EIN590637653
Plan Effective Date1953-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Tropical Financial Credit Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Tropical Financial Credit Union Employees' Pension Plan, Total assets ($B): 0.007458372 · Participants: 28Tropical Financial Credit Union Employees' 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
Tropical Financial Credit Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Tropical Financial Credit Union Employees' Pension Plan side-by-side with 3 peers →

Tropical Financial Credit Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan in CA ($7M); by covered participants it is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Tropical Financial Credit Union Employees' Pension Plan assets move in 2023? ▼
Tropical Financial Credit Union Employees' Pension Plan grew at a solid clip - up 6.0% during 2023, from $7M to $7M. Reported net income was $421K.
How have Tropical Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tropical Financial Credit Union's sponsor-wide assets grew 13.6%, from $23M to $26M.
Which Defined Benefit (Pension) plans are similar in size to Tropical Financial Credit Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan in CA ($7M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tropical Financial Credit Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (28 participants, $1M 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 590637653.

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.