401(k) · DOL Form 5500 · 2022

St. Anne's Credit Union of Fall River Mass 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
139
Participants Small participant base
68th
Percentile by assets National rank
$82,664
Avg per participant Below avg balance/head
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Official DOL plan name: St. Anne's Credit Union of Fall River 401(k) Retirement Plan · Sponsored by St. Anne's Credit Union of Fall River Mass · Massachusetts · Finance & Insurance

$11M in assets, 139 participants

St. Anne's Credit Union of Fall River Mass's St. Anne's Credit Union of Fall River 401(k) Retirement Plan reported $11M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,754 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

St. Anne's Credit Union of Fall River 401(k) Retirement Plan covers 139 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#4,754
in Finance & Insurance (9,261 peers)
-11.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Anne's Credit Union of Fall River 401(k) Retirement Plan's outsized position by total assets

St. Anne's Credit Union of Fall River 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,490,292 Top 32% higher than 68% of 139,123 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 2022

St. Anne's Credit Union of Fall River 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Anne's Credit Union of Fall River 401(k) Retirement Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 042128094 · St. Anne's Credit Union of Fall River Mass PY 2022 · 401(k)

St. Anne's Credit Union of Fall River 401(k) Retirement Plan · $11M · 139 · 68th

  • EBSA $11M
  • EBSA 139
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near Digipen USA LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #4754

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 Massachusetts →

St. Anne's Credit Union of Fall River 401(k) Retirement Plan in the asset neighbourhood

St. Anne's Credit Union of Fall River 401(k) Retirement PlanSt. Anne's Credit Union of F…$11MDigipen USA LLC 401(k) Profit Sharing Plan & TrustDigipen USA LLC 401(k) Profi…$11MCdg Engineers & Associates, Inc. 401(k) Profit Sharing PlanCdg Engineers & Associates, …$11MDann Marine Towing, L. C. 401(k) PlanDann Marine Towing, L. C. 40…$11MDynamic Research, Inc. Retirement PlanDynamic Research, Inc. Retir…$11M
End-of-year total assets ($M) among St. Anne's Credit Union of Fall River 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN042128094
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anne's Credit Union of Fall River Mass)

Sponsor-wide plan assets over time

All St. Anne's Credit Union of Fall River Mass plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.25852363020888% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 139 $11M
2023 1 143 $14M
2024 1 148 $16M

Nearby 401(k) Plans in Massachusetts

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

St. Anne's Credit Union of Fall River 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants St. Anne's Credit Union of Fall River 401(k) Retirement Plan, Total assets ($B): 0.011490292 · Participants: 139St. Anne's Credit Union of Fall River 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
St. Anne's Credit Union of Fall River 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare St. Anne's Credit Union of Fall River 401(k) Retirement Plan side-by-side with 3 peers →

St. Anne's Credit Union of Fall River 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Digipen USA LLC 401(k) Profit Sharing Plan & Trust in WA ($11M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Anne's Credit Union of Fall River 401(k) Retirement Plan assets move in 2022? ▼
St. Anne's Credit Union of Fall River 401(k) Retirement Plan pulled back noticeably - down 11.3% during 2022, from $13M to $11M. Reported net income was -$1M.
How have St. Anne's Credit Union of Fall River Mass plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne's Credit Union of Fall River Mass's sponsor-wide assets grew 39.3%, from $11M to $16M.
Which 401(k) plans are similar in size to St. Anne's Credit Union of Fall River 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digipen USA LLC 401(k) Profit Sharing Plan & Trust in WA ($11M, 223 participants).
Which 401(k) plans cover a similar participant headcount to St. Anne's Credit Union of Fall River 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042128094.

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.