401(k) · DOL Form 5500 · 2024

Midflorida Credit Union 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,334
Participants Near avg headcount
90th
Percentile by assets National rank
$68,918
Avg per participant Below avg balance/head
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Official DOL plan name: Midflorida Credit Union Capital Accumulation Plan · Sponsored by Midflorida Credit Union · Florida · Finance & Insurance

$92M in assets, 1,334 participants

Midflorida Credit Union's Midflorida Credit Union Capital Accumulation Plan reported $92M in total assets and 1,334 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.

  • #7,201 in Finance & Insurance (8,549 peers)

Coverage in Florida

Midflorida Credit Union Capital Accumulation Plan covers 1,334 participants in Florida, 2.1x the typical Florida plan (state average ~628 per filing). Assets: $92M.

#7,201
in Finance & Insurance (8,549 peers)
+21.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Midflorida Credit Union Capital Accumulation Plan's outsized position by total assets

Midflorida Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$91,936,763 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

Midflorida Credit Union Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midflorida Credit Union Capital Accumulation Plan lands in the large band (1,334 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midflorida Credit Union Capital Accumulation Plan end-of-year assets rose from $76M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Midflorida Credit Union Capital Accumulation Plan reported participants rose from 1,265 in the plan year 2023 filing to 1,334 in the plan year 2024 filing.
  • Midflorida Credit Union Capital Accumulation Plan reported net income rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 596194363 · Midflorida Credit Union PY 2024 · 401(k)

Midflorida Credit Union Capital Accumulation Plan · $92M · 1,334 · 90th

  • TYPE $92M
  • NET 1,334
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Dermatologists of Central States Retirement Savings Plan
  • SCH ind #7201

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 Capital Accumulation Plan in the asset neighbourhood

Empire Merchants, LLC 401(k) Plan for Union MembersEmpire Merchants, LLC 401(k)…$92MThe Lampo Group, LLC 401(k) PlanThe Lampo Group, LLC 401(k) …$92MMidflorida Credit Union Capital Accumulation PlanMidflorida Credit Union Capi…$92MDermatologists of Central States Retirement Savings PlanDermatologists of Central St…$92MHilde Companies Profit Sharing and 401(k) Savings PlanHilde Companies Profit Shari…$92M
End-of-year total assets ($M) among Midflorida Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$92M
Net Income$16M
Employer EIN596194363
Plan Effective Date1995-01-01
Filing StatusFILING 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
$160M$180M$200M$220M$240M 202220232024 $173M $230M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 1,598 $173M
2023 2 1,682 $201M
2024 2 1,733 $230M

Nearby 401(k) Plans in Florida

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

Midflorida Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Midflorida Credit Union Capital Accumulation Plan, Total assets ($B): 0.091936763 · Participants: 1334Midflorida Credit Union Capital Accumulation 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
Midflorida Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Midflorida Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Midflorida Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dermatologists of Central States Retirement Savings Plan in OH ($92M); by covered participants it is Edw. C. Levy Co. Capital Accumulation Plan in MI (1,334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,334 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 Midflorida Credit Union Capital Accumulation Plan assets move in 2024? ▼
Midflorida Credit Union Capital Accumulation Plan grew sharply - up 21.4% during 2024, from $76M to $92M. Reported net income was $16M.
How have Midflorida Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midflorida Credit Union's sponsor-wide assets grew 32.9%, from $173M to $230M.
Where does Midflorida Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Midflorida Credit Union Capital Accumulation 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 Midflorida Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dermatologists of Central States Retirement Savings Plan in OH ($92M, 1,331 participants).
Which 401(k) plans cover a similar participant headcount to Midflorida Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edw. C. Levy Co. Capital Accumulation Plan in MI (1,334 participants, $149M 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 596194363.

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.