401(k) · DOL Form 5500 · 2024

Educational Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$45M
Total assets
291
Participants
83rd
Percentile by assets
$154,988
Avg per participant
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Official DOL plan name: Educational Federal Credit Union · Sponsored by Educational Federal Credit Union · Florida · Finance & Insurance

$45M in assets, 291 participants

Educational Federal Credit Union's Educational Federal Credit Union reported $45M in total assets and 291 participants in its 2024 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #6,287 in Finance & Insurance (8,549 peers)

Coverage in Florida

Educational Federal Credit Union covers 291 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $45M.

$45M
total plan assets (2024 EOY)
291
covered participants
83rd
percentile by assets (of 123,622 plans)
$154,988
avg assets per participant

Where Educational Federal Credit Union sits by total assets

Educational Federal Credit Union vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$45,101,412 Top 17% higher than 83% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Educational Federal Credit Union reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Educational Federal Credit Union end-of-year assets rose from $40M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Educational Federal Credit Union reported participants rose from 267 in the plan year 2023 filing to 291 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Finance & Insurance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Educational Federal Credit Union reports 291 participants - about 46% of that state average ($45M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$5M
Employer EIN590630270
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Federal Credit Union)

$30M$35M$40M$45M$50M 202220232024 $32.6M $45.1M ▲ +38.3%
Total plan assets by year, all Educational Federal Credit Union plans on file
Year Plans Participants Total Assets
2022 1 244 $33M
2023 1 267 $40M
2024 1 291 $45M

Nearby 401(k) Plans in Florida

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

Educational Federal Credit Union vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Educational Federal …, Total assets ($B): 0.045101412 · Participants: 291Educational Federal …L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
Educational Federal Credit Union vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Educational Federal Credit Union side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Educational Federal Credit Union by total assets, not by location.

Frequently Asked Questions

How did Educational Federal Credit Union assets move in 2024? ▼
Educational Federal Credit Union grew at a solid clip - up 12.6% during 2024, from $40M to $45M. Reported net income was $5M.
How have Educational Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Federal Credit Union's sponsor-wide assets grew 38.4%, from $33M to $45M.
Where does Educational Federal Credit Union rank by assets among Form 5500 filers? ▼
Educational Federal Credit Union ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Educational Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by assets is The Fred W. Albrecht Grocery Company Associates' 401(k) in OH ($45M, 173 participants).

Next read for Educational Federal Credit Union

Filing takeaways

Ways to act on Educational Federal Credit Union's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590630270.

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.