401(k) · DOL Form 5500 · 2022

Polish National Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
122
Participants Small participant base
73rd
Percentile by assets National rank
$123,457
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Polish National Credit Union 401(k) Retirement Plan and Trust · Sponsored by Polish National Credit Union · Massachusetts · Finance & Insurance

$15M in assets, 122 participants

Polish National Credit Union's Polish National Credit Union 401(k) Retirement Plan and Trust reported $15M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,332 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Polish National Credit Union 401(k) Retirement Plan and Trust covers 122 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#5,332
in Finance & Insurance (9,261 peers)
-11.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Polish National Credit Union 401(k) Retirement Plan and Trust's outsized position by total assets

Polish National Credit Union 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$15,061,787 Top 27% higher than 73% 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

Polish National Credit Union 401(k) Retirement Plan and Trust 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. Polish National Credit Union 401(k) Retirement Plan and Trust sits mid-pack in the medium band (122 participants).

Published 5500 schedule card

Filing strip 041734980 · Polish National Credit Union PY 2022 · 401(k)

Polish National Credit Union 401(k) Retirement Plan and Trust · $15M · 122 · 73rd

  • PCT $15M
  • PCT 122
  • PCT 73rd
  • PCT 401(k)
  • PCT near T.L.H. Enterprises, Inc. 401(k) Retirement Savings Plan
  • PCT ind #5332

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 →

Polish National Credit Union 401(k) Retirement Plan and Trust in the asset neighbourhood

Polish National Credit Union 401(k) Retirement Plan and TrustPolish National Credit Union…$15MT.L.H. Enterprises, Inc. 401(k) Retirement Savings PlanT.L.H. Enterprises, Inc. 401…$15MClark Grave Vault Company Employees 401(k) Profit Sharing Plan and TrustClark Grave Vault Company Em…$15MAmerifirst Financial, Inc. 401(k) PlanAmerifirst Financial, Inc. 4…$15MApplied Mechanical Systems, Inc. 401(k) Profit Sharing PlanApplied Mechanical Systems, …$15M
End-of-year total assets ($M) among Polish National Credit Union 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN041734980
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polish National Credit Union)

Sponsor-wide plan assets over time

All Polish National Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.71335107846101% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.3M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 122 $15M
2023 1 128 $17M
2024 1 125 $20M

Nearby 401(k) Plans in Massachusetts

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

Polish National Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Polish National Credit Union 401(k) Retirement Plan and Trust, Total assets ($B): 0.015061787 · Participants: 122Polish National Credit Union 401(k) Retirement Plan and TrustFidelity 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
Polish National Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Polish National Credit Union 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Polish National Credit Union 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is T.L.H. Enterprises, Inc. 401(k) Retirement Savings Plan in TX ($15M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Polish National Credit Union 401(k) Retirement Plan and Trust assets move in 2022? ▼
Polish National Credit Union 401(k) Retirement Plan and Trust pulled back noticeably - down 11.3% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Polish National Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polish National Credit Union's sponsor-wide assets grew 34.7%, from $15M to $20M.
Which 401(k) plans are similar in size to Polish National Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is T.L.H. Enterprises, Inc. 401(k) Retirement Savings Plan in TX ($15M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Polish National Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 041734980.

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.