401(k) · DOL Form 5500 · 2024

Fairwinds Credit Union 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
575
Participants Below avg headcount
90th
Percentile by assets National rank
$158,588
Avg per participant Above avg balance/head
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Official DOL plan name: Fairwinds Credit Union Retirement Savings Plan · Sponsored by Fairwinds Credit Union · Florida · Finance & Insurance

$91M in assets, 575 participants

Fairwinds Credit Union's Fairwinds Credit Union Retirement Savings Plan reported $91M in total assets and 575 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,189 in Finance & Insurance (8,549 peers)

Where Fairwinds Credit Union Retirement Savings Plan sits by assets

Fairwinds Credit Union Retirement Savings Plan sits in the top 10% of all filed plans by assets, $91M for 575 participants (~$158,588/participant), up 18.9% in 2024.

#7,189
in Finance & Insurance (8,549 peers)
+18.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Fairwinds Credit Union Retirement Savings Plan's outsized position by total assets

Fairwinds Credit Union Retirement Savings Plan vs every filed plan by assets

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

$91,188,111 Top 10% higher than 90% 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

Fairwinds Credit Union Retirement Savings Plan 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. Fairwinds Credit Union Retirement Savings Plan sits mid-pack in the medium band (575 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fairwinds Credit Union Retirement Savings Plan end-of-year assets rose from $77M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Fairwinds Credit Union Retirement Savings Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 111644012 · Fairwinds Credit Union PY 2024 · 401(k)

Fairwinds Credit Union Retirement Savings Plan · $91M · 575 · 90th

  • NET $91M
  • BOOK 575
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Tom Tom North America 401(k) Plan
  • EBSA ind #7189

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 →

Fairwinds Credit Union Retirement Savings Plan in the asset neighbourhood

St. Joseph and Covenant Health Systems 403(b) PlanSt. Joseph and Covenant Heal…$91MTom Tom North America 401(k) PlanTom Tom North America 401(k)…$91MFairwinds Credit Union Retirement Savings PlanFairwinds Credit Union Retir…$91MMustang Employees' 401(k) PlanMustang Employees' 401(k) Pl…$91MBurke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and TrustBurke, Warren, Mackay & Serr…$91M
End-of-year total assets ($M) among Fairwinds Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$91M
Net Income$14M
Employer EIN111644012
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fairwinds Credit Union)

Sponsor-wide plan assets over time

All Fairwinds Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$91M 47.79354368544474% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $61.7M $91.2M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 501 $62M
2023 1 572 $77M
2024 1 575 $91M

Nearby 401(k) Plans in Florida

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

Fairwinds Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fairwinds Credit Union Retirement Savings Plan, Total assets ($B): 0.091188111 · Participants: 575Fairwinds Credit Union Retirement Savings PlanL3harris 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
Fairwinds Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fairwinds Credit Union Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Tom Tom North America 401(k) Plan in NH ($91M); by covered participants it is Rotary International 401(k) Plan in IL (575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (575 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 Fairwinds Credit Union Retirement Savings Plan assets move in 2024? ▼
Fairwinds Credit Union Retirement Savings Plan grew sharply - up 18.9% during 2024, from $77M to $91M. Reported net income was $14M.
How have Fairwinds Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairwinds Credit Union's sponsor-wide assets grew 47.8%, from $62M to $91M.
Where does Fairwinds Credit Union Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Fairwinds Credit Union Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fairwinds Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tom Tom North America 401(k) Plan in NH ($91M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Fairwinds Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rotary International 401(k) Plan in IL (575 participants, $170M 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 111644012.

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.