401(k) · DOL Form 5500 · 2024

Achieva Credit Union 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
482
Participants Below avg headcount
83rd
Percentile by assets National rank
$96,017
Avg per participant Below avg balance/head
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Official DOL plan name: Achieva Credit Union 401(k) Savings Plan · Sponsored by Achieva Credit Union · Florida · Finance & Insurance

$46M in assets, 482 participants

Achieva Credit Union's Achieva Credit Union 401(k) Savings Plan reported $46M in total assets and 482 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,328 in Finance & Insurance (8,549 peers)

Where Achieva Credit Union 401(k) Savings Plan sits by assets

Achieva Credit Union 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $46M for 482 participants (~$96,017/participant), up 12.8% in 2024.

#6,328
in Finance & Insurance (8,549 peers)
+12.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Achieva Credit Union 401(k) Savings Plan's outsized position by total assets

Achieva Credit Union 401(k) Savings Plan vs every filed plan by assets

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

$46,279,986 Top 17% higher than 83% 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

Achieva Credit Union 401(k) Savings 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. Achieva Credit Union 401(k) Savings Plan sits mid-pack in the medium band (482 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Achieva Credit Union 401(k) Savings Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Achieva Credit Union 401(k) Savings Plan end-of-year assets rose from $41M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Achieva Credit Union 401(k) Savings Plan reported participants rose from 442 in the plan year 2023 filing to 482 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 590729366 · Achieva Credit Union PY 2024 · 401(k)

Achieva Credit Union 401(k) Savings Plan · $46M · 482 · 83rd

  • BOOK $46M
  • BOOK 482
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Rcg Global Services, Inc. Savings Plan
  • BOOK ind #6328

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 →

Achieva Credit Union 401(k) Savings Plan in the asset neighbourhood

Achieva Credit Union 401(k) Savings PlanAchieva Credit Union 401(k) …$46MRcg Global Services, Inc. Savings PlanRcg Global Services, Inc. Sa…$46MCaribou Coffee Company, Inc. and Subsidiaries 401(k) PlanCaribou Coffee Company, Inc.…$46MEdison Welding Institute, Inc. Salary Savings PlanEdison Welding Institute, In…$46MRehabvisions 401(k) Plan$46M
End-of-year total assets ($M) among Achieva Credit Union 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN590729366
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Achieva Credit Union)

Sponsor-wide plan assets over time

All Achieva Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 35.8001211755294% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $46.3M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 420 $34M
2023 1 442 $41M
2024 1 482 $46M

Nearby 401(k) Plans in Florida

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

Achieva Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Achieva Credit Union 401(k) Savings Plan, Total assets ($B): 0.046279986 · Participants: 482Achieva Credit Union 401(k) Savings 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
Achieva Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Achieva Credit Union 401(k) Savings Plan side-by-side with 3 peers →

Achieva Credit Union 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rcg Global Services, Inc. Savings Plan in NJ ($46M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (482 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 Achieva Credit Union 401(k) Savings Plan assets move in 2024? ▼
Achieva Credit Union 401(k) Savings Plan grew at a solid clip - up 12.8% during 2024, from $41M to $46M. Reported net income was $5M.
How have Achieva Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Achieva Credit Union's sponsor-wide assets grew 35.8%, from $34M to $46M.
Where does Achieva Credit Union 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Achieva Credit Union 401(k) Savings Plan ranks in the 83rd 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 401(k) plans are similar in size to Achieva Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rcg Global Services, Inc. Savings Plan in NJ ($46M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Achieva Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (482 participants, $42M 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 590729366.

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.