401(k) · DOL Form 5500 · 2024

Educational Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
291
Participants Below avg headcount
83rd
Percentile by assets National rank
$154,988
Avg per participant Above avg balance/head
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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.

  • #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.

#6,287
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Educational Federal Credit Union's outsized position 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 $2,050,000,000 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 2024

Educational Federal Credit Union among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Educational Federal Credit Union sits mid-pack in the medium band (291 participants).

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 →

DOL schedule card

Filing strip 590630270 · Educational Federal Credit Union PY 2024 · 401(k)

Educational Federal Credit Union · $45M · 291 · 83rd

  • NET $45M
  • NET 291
  • NET 83rd
  • NET 401(k)
  • NET near The Fred W. Albrecht Grocery Company Associates' 401(k)
  • NET ind #6287

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 →

Educational Federal Credit Union in the asset neighbourhood

The Fred W. Albrecht Grocery Company Associates' 401(k)The Fred W. Albrecht Grocery…$45MCentral Bancshares, Inc. 401(k) PlanCentral Bancshares, Inc. 401…$45MEducational Federal Credit UnionEducational Federal Credit U…$45MSouth Texas Oncology & Hematology, PLLC 401(k) Profit Sharing PlanSouth Texas Oncology & Hemat…$45MChristensen Farms & Feedlots, Inc. 401(k) Profit Sharing PlanChristensen Farms & Feedlots…$45M
End-of-year total assets ($M) among Educational Federal Credit Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Educational Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.35330062755522% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.6M $45.1M ▲ +38.3%
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 ($B) Participants Educational Federal Credit Union, Total assets ($B): 0.045101412 · Participants: 291Educational Federal Credit UnionL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
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 →

Educational Federal Credit Union's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Fred W. Albrecht Grocery Company Associates' 401(k) in OH ($45M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Educational Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M in assets).

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.