Defined Benefit (Pension) · DOL Form 5500 · 2024

Gulf Winds Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
188
Participants Below avg headcount
75th
Percentile by assets National rank
$139,492
Avg per participant Near avg balance/head
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Official DOL plan name: Gulf Winds Credit Union Defined Benefit Plan and Trust · Sponsored by Gulf Winds Credit Union · Florida · Finance & Insurance

$26M in assets, 188 participants

Gulf Winds Credit Union's Gulf Winds Credit Union Defined Benefit Plan and Trust reported $26M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,272 in Finance & Insurance (8,549 peers)

Coverage in Florida

Gulf Winds Credit Union Defined Benefit Plan and Trust covers 188 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $26M.

#5,272
in Finance & Insurance (8,549 peers)
+9.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gulf Winds Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Gulf Winds Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$26,224,412 Top 25% higher than 75% 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

Gulf Winds Credit Union Defined Benefit Plan and Trust 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. Gulf Winds Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gulf Winds Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Gulf Winds Credit Union Defined Benefit Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Gulf Winds Credit Union Defined Benefit Plan and Trust reported participants rose from 177 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 596143861 · Gulf Winds Credit Union PY 2024 · Defined Benefit (Pension)

Gulf Winds Credit Union Defined Benefit Plan and Trust · $26M · 188 · 75th

  • PHOTO $26M
  • PHOTO 188
  • PHOTO 75th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Employees' Retirement Plan of Gaylord Hospital, Inc.
  • PHOTO ind #5272

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 →

Gulf Winds Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Pension Plan for Former Employees of Aventics Corporation and Bristol BabcockPension Plan for Former Empl…$26MEmployees' Retirement Plan of Gaylord Hospital, Inc.Employees' Retirement Plan o…$26MGulf Winds Credit Union Defined Benefit Plan and TrustGulf Winds Credit Union Defi…$26MInsulators Local No. 96 Pension FundInsulators Local No. 96 Pens…$26MRetirement Plan of the Millmen's Retirement Trust of WashingtonRetirement Plan of the Millm…$26M
End-of-year total assets ($M) among Gulf Winds Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN596143861
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gulf Winds Credit Union)

Sponsor-wide plan assets over time

All Gulf Winds Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 27.563046026646866% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.6M $40.3M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 368 $32M
2023 2 390 $35M
2024 2 417 $40M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gulf Winds Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Gulf Winds Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.026224412 · Participants: 188Gulf Winds Credit Union Defined Benefit Plan and TrustL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Gulf Winds Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Gulf Winds Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Gulf Winds Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Gaylord Hospital, Inc. in CT ($26M); by covered participants it is Wallpaper Imports Inc. Cash Balance Plan in NJ (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Gulf Winds Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
Gulf Winds Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 9.9% during 2024, from $24M to $26M. Reported net income was $2M.
How have Gulf Winds Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gulf Winds Credit Union's sponsor-wide assets grew 27.6%, from $32M to $40M.
Where does Gulf Winds Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Gulf Winds Credit Union Defined Benefit Plan and Trust ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Gulf Winds Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Gaylord Hospital, Inc. in CT ($26M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gulf Winds Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wallpaper Imports Inc. Cash Balance Plan in NJ (188 participants, $5M 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 596143861.

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.