Defined Benefit (Pension) · DOL Form 5500 · 2022
Middlesex Federal Savings, F.a. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $401,047
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of Middlesex Federal Savings, F.a. · Sponsored by Middlesex Federal Savings, F.a. · Massachusetts · Finance & Insurance
$22M in assets, 56 participants
Middlesex Federal Savings, F.a.'s The Retirement Plan for Employees of Middlesex Federal Savings, F.a. reported $22M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #6,127 in Finance & Insurance (9,261 peers)
Where The Retirement Plan for Employees of Middlesex Federal Savings, F.a. sits by assets
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. sits in the top quartile of all filed plans by assets, $22M for 56 participants (~$401,047/participant), up 3.5% in 2022.
- #6,127
- in Finance & Insurance (9,261 peers)
- +3.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Retirement Plan for Employees of Middlesex Federal Savings, F.a.'s outsized position by total assets
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,458,642 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of Middlesex Federal Savings, F.a. is a small filing (56 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 041618915 · Middlesex Federal Savings, F.a. PY 2022 · Defined Benefit (Pension)
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. · $22M · 56 · 79th
- PART $22M
- PART 56
- PART 79th
- PART Defined Benefit (Pension)
- PART near The Bazooka Retirement Plan
- PART ind #6127
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 →
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $767K |
| Employer EIN | 041618915 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex Federal Savings, F.a.)
Sponsor-wide plan assets over time
All Middlesex Federal Savings, F.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 25.47616191575608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $22M |
| 2023 | 1 | 62 | $26M |
| 2024 | 1 | 66 | $28M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
The Retirement Plan for Employees of Middlesex Federal Savings, F.a.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Bazooka Retirement Plan in NY ($22M); by covered participants it is Pension Plan for Officers and Staff of Ilwu Local 142 in HI (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 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.