401(k) · DOL Form 5500 · 2022

Rtn Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
67
Participants Small participant base
45th
Percentile by assets National rank
$58,049
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rtn Federal Credit Union 401(k) Union Plan · Sponsored by Rtn Federal Credit Union · Massachusetts · Finance & Insurance

$4M in assets, 67 participants

Rtn Federal Credit Union's Rtn Federal Credit Union 401(k) Union Plan reported $4M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,886 in Finance & Insurance (9,261 peers)

2022 asset change

Rtn Federal Credit Union 401(k) Union Plan contracted severely 30.1% in 2022 ($6M → $4M) for 67 participants.

#2,886
in Finance & Insurance (9,261 peers)
-30.1%
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.

Rtn Federal Credit Union 401(k) Union Plan's mid-pack asset rank among Finance & Insurance and all filers

Rtn Federal Credit Union 401(k) Union Plan vs every filed plan by assets

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

$3,889,271 45th percentile higher than 45% 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

Rtn Federal Credit Union 401(k) Union Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rtn Federal Credit Union 401(k) Union Plan is a small filing (67 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 046017803 · Rtn Federal Credit Union PY 2022 · 401(k)

Rtn Federal Credit Union 401(k) Union Plan · $4M · 67 · 45th

  • EOY $4M
  • 5500 67
  • ASSETS 45th
  • PCT 401(k)
  • EIN near Grand Central, Inc. 401(k) Retirement Plan
  • RANK ind #2886

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 →

Rtn Federal Credit Union 401(k) Union Plan in the asset neighbourhood

Rtn Federal Credit Union 401(k) Union PlanRtn Federal Credit Union 401…$4MGrand Central, Inc. 401(k) Retirement PlanGrand Central, Inc. 401(k) R…$4MFrequence, Inc. 401(k) Plan$4MAmerican One Source, Inc Mep 401(k) PlanAmerican One Source, Inc Mep…$4MBecker & Gurian Profit Sharing Plan and TrustBecker & Gurian Profit Shari…$4M
End-of-year total assets ($M) among Rtn Federal Credit Union 401(k) Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rtn Federal Credit Union years around the 2022 move

Sponsor-wide plan assets over time

All Rtn Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.89M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 67 $4M
2023 1 63 $4M
2024 1 59 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN046017803
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Rtn Federal Credit Union 401(k) Union Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Rtn Federal Credit Union 401(k) Union Plan, Total assets ($B): 0.003889271 · Participants: 67Rtn Federal Credit Union 401(k) Union 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
Rtn Federal Credit Union 401(k) Union Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rtn Federal Credit Union 401(k) Union Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Grand Central, Inc. 401(k) Retirement Plan in MN ($4M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Rtn Federal Credit Union 401(k) Union Plan assets move in 2022? ▼
Rtn Federal Credit Union 401(k) Union Plan contracted severely - down 30.1% during 2022, from $6M to $4M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Rtn Federal Credit Union 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Central, Inc. 401(k) Retirement Plan in MN ($4M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Rtn Federal Credit Union 401(k) Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M 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 046017803.

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.