401(k) · DOL Form 5500 · 2022

St. Mary's Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
127
Participants Small participant base
81st
Percentile by assets National rank
$203,458
Avg per participant Above avg balance/head
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Official DOL plan name: St. Mary's Credit Union 401(k) Retirement Plan · Sponsored by St. Mary's Credit Union · Massachusetts · Finance & Insurance

$26M in assets, 127 participants

St. Mary's Credit Union's St. Mary's Credit Union 401(k) Retirement Plan reported $26M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,418 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

St. Mary's Credit Union 401(k) Retirement Plan covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $26M.

#6,418
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Mary's Credit Union 401(k) Retirement Plan's outsized position by total assets

St. Mary's Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$25,839,227 Top 19% higher than 81% 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. Mary's Credit Union 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. Mary's Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (127 participants).

Published 5500 schedule card

Filing strip 041802000 · St. Mary's Credit Union PY 2022 · 401(k)

St. Mary's Credit Union 401(k) Retirement Plan · $26M · 127 · 81st

  • EBSA $26M
  • PART 127
  • TYPE 81st
  • NET 401(k)
  • BOOK near Dakota Specialty Enterprises Retirement Plan
  • VS-ST ind #6418

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. Mary's Credit Union 401(k) Retirement Plan in the asset neighbourhood

St. Mary's Credit Union 401(k) Retirement PlanSt. Mary's Credit Union 401(…$26MDakota Specialty Enterprises Retirement PlanDakota Specialty Enterprises…$26MThe Commercial & Savings Bank 401(k) Retirement PlThe Commercial & Savings Ban…$26MBankers' Bank 401(k) Plan$26MCrystal Creamery 401(k) Plan$26M
End-of-year total assets ($M) among St. Mary's Credit Union 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)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN041802000
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Mary's Credit Union)

Sponsor-wide plan assets over time

All St. Mary's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.272753979830743% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.8M $32.1M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 127 $26M
2023 1 129 $30M
2024 1 130 $32M

Nearby 401(k) Plans in Massachusetts

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

St. Mary's Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants St. Mary's Credit Union 401(k) Retirement Plan, Total assets ($B): 0.025839227 · Participants: 127St. Mary's Credit Union 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. Mary's Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare St. Mary's Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Dakota Specialty Enterprises Retirement Plan in ND ($26M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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. Mary's Credit Union 401(k) Retirement Plan assets move in 2022? ▼
St. Mary's Credit Union 401(k) Retirement Plan declined sharply - down 16.2% during 2022, from $31M to $26M. Reported net income was -$5M.
How have St. Mary's Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Mary's Credit Union's sponsor-wide assets grew 24.3%, from $26M to $32M.
Where does St. Mary's Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
St. Mary's Credit Union 401(k) Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to St. Mary's Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Specialty Enterprises Retirement Plan in ND ($26M, 153 participants).
Which 401(k) plans cover a similar participant headcount to St. Mary's Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants, N/A 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 041802000.

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.