Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Eglin Federal Credit Union Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Eglin Federal Credit Union · Florida · Finance & Insurance

What the 2023 filing shows

Eglin Federal Credit Union Retirement Plan holds $80M for 251 participants — about $320,205 per participant, up 15.5% over the 2024 plan year.

$80M
total plan assets (2024 EOY)
251
covered participants
$320,205
avg assets per participant
+15.5%
assets growth YoY
Total Assets (2023)
$80M
Participants
251
State
Industry
Finance & Insurance

What the Filing Says About Eglin Federal Credit Union Retirement Plan

Eglin Federal Credit Union Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Eglin Federal Credit Union, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $80M in total end-of-year assets and covers 251 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 590724728, and the plan has been effective since 1965-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $70M at the beginning of 2024 to $80M at year-end — a gain of 15.5%. Net assets (after liabilities) closed the year at $80M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$70M
Total Assets (End of Year)$80M
Net Assets (End of Year)$80M
Net Income$11M
Plan TypeDefined Benefit (Pension)
Employer EIN590724728
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eglin Federal Credit Union)

Year Plans Participants Total Assets
2022 2 627 $82M
2023 2 622 $95M
2024 2 657 $109M

Nearby Defined Benefit (Pension) Plans in Florida

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Frequently Asked Questions

How much money is in the Eglin Federal Credit Union Retirement Plan?
As of the 2024 Form 5500 filing, Eglin Federal Credit Union Retirement Plan holds $80M in total assets with 251 participants. It is sponsored by Eglin Federal Credit Union.
What type of plan is Eglin Federal Credit Union Retirement Plan?
Eglin Federal Credit Union Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1965-09-01. The plan is filed with the U.S. Department of Labor under EIN 590724728.
Who sponsors the Eglin Federal Credit Union Retirement Plan?
Eglin Federal Credit Union Retirement Plan is sponsored by Eglin Federal Credit Union, located in Florida. The sponsor's EIN is 590724728 and the plan operates in the Finance & Insurance industry.
How did Eglin Federal Credit Union Retirement Plan perform in 2024?
Eglin Federal Credit Union Retirement Plan grew by 15.5% during 2024, moving from $70M to $80M in total assets. Net income was $11M.
Where can I find official filings for Eglin Federal Credit Union Retirement Plan?
Official Form 5500 filings for Eglin Federal Credit Union Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 590724728 or plan name at efast.dol.gov.
How does Eglin Federal Credit Union Retirement Plan compare to other plans?
You can compare Eglin Federal Credit Union Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 590724728.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.