Defined Benefit (Pension) · DOL Form 5500 · 2024
Midflorida Credit Union Pension Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 399
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $345,008
- Avg per participant High balance/head
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.
- #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.
- #7,534
- in Finance & Insurance (8,549 peers)
- +10.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Midflorida Credit Union Retirement Pension Plan's outsized position by total assets
Midflorida Credit Union Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$137,658,377 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Midflorida Credit Union Retirement Pension 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. Midflorida Credit Union Retirement Pension Plan sits mid-pack in the medium band (399 participants).
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.
EBSA filing schedule strip
Filing strip 596194363 · Midflorida Credit Union PY 2024 · Defined Benefit (Pension)
Midflorida Credit Union Retirement Pension Plan · $138M · 399 · 92nd
- RANK $138M
- PHOTO 399
- IND 92nd
- EOY Defined Benefit (Pension)
- 5500 near Laborers Agc Pension Trust of Montana
- ASSETS ind #7534
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 →
Midflorida Credit Union Retirement Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Midflorida Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 32.86285692414795% vs 2022
- 2024 filing year
| 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.
- 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
Midflorida Credit Union Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Laborers Agc Pension Trust of Montana in WA ($138M); by covered participants it is Local No 731 Excavators and Pavers Pension Trust Fund in IL (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (399 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.