Defined Benefit (Pension) · DOL Form 5500 · 2024
Midflorida Credit Union Pension Plan
Data updated 2026-08-11
- $138M
- Total assets
- 399
- Participants
- 92nd
- Percentile by assets
- $345,008
- Avg per participant
Official DOL plan name: Midflorida Credit Union Retirement Pension Plan · Sponsored by Midflorida Credit Union · Florida · Finance & Insurance
$138M in assets, 399 participants
Midflorida Credit Union's Midflorida Credit Union Retirement Pension Plan reported $138M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,534 in Finance & Insurance (8,549 peers)
Where Midflorida Credit Union Retirement Pension Plan sits by assets
Midflorida Credit Union Retirement Pension Plan sits in the top 10% of all filed plans by assets, $138M for 399 participants (~$345,008/participant), up 10.2% in 2024.
- $138M
- total plan assets (2024 EOY)
- 399
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $345,008
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Midflorida Credit Union Retirement Pension Plan end-of-year assets rose from $125M in the plan year 2023 filing to $138M in the plan year 2024 filing.
- Midflorida Credit Union Retirement Pension Plan reported participants fell from 417 in the plan year 2023 filing to 399 in the plan year 2024 filing.
- Midflorida Credit Union Retirement Pension Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Midflorida Credit Union Retirement Pension Plan vs the 2024 asset distribution
By assets, Midflorida Credit Union Retirement Pension Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $13M |
| Employer EIN | 596194363 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midflorida Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,598 | $173M |
| 2023 | 2 | 1,682 | $201M |
| 2024 | 2 | 1,733 | $230M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Midflorida Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Midflorida Credit Union Retirement Pension Plan by total assets, not by location.
- Laborers Agc Pension Trust of Montana (WA) $138M · 1,835
- Qbe Pension Equity Plan (WI) $138M · 180
- Washington Permanente Medical Group Cash Balance Pension Plan (WA) $137M · 1,111
- The Kinetic Group, Inc. Pension and Retirement Plan (MN) $138M · 492
Frequently Asked Questions
How did Midflorida Credit Union Retirement Pension Plan assets move in 2024? ▼
How have Midflorida Credit Union plan assets changed over time? ▼
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Scale reading
Ways to act on Midflorida Credit Union Retirement Pension Plan's numbers.
- By total assets, Midflorida Credit Union Retirement Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
- Midflorida Credit Union's sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Finance & Insurance plans