401(k) · DOL Form 5500 · 2023

Leominster Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
140
Participants Small participant base
70th
Percentile by assets National rank
$126,775
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leominster Credit Union 401(k) Profit Sharing Plan · Sponsored by Leominster Credit Union · Massachusetts · Finance & Insurance

$18M in assets, 140 participants

Leominster Credit Union's Leominster Credit Union 401(k) Profit Sharing Plan reported $18M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,001 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Leominster Credit Union 401(k) Profit Sharing Plan covers 140 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#5,001
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY

Leominster Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Leominster Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,748,447 Top 30% higher than 70% of 127,068 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 2023

Leominster Credit Union 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leominster Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leominster Credit Union 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Leominster Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Leominster Credit Union 401(k) Profit Sharing Plan reported participants fell from 142 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042348884 · Leominster Credit Union PY 2023 · 401(k)

Leominster Credit Union 401(k) Profit Sharing Plan · $18M · 140 · 70th

  • IND $18M
  • IND 140
  • IND 70th
  • IND 401(k)
  • IND near Fluent, LLC 401(k) Profit Sharing Plan and Trust 003
  • IND ind #5001

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 →

Leominster Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Leominster Credit Union 401(k) Profit Sharing PlanLeominster Credit Union 401(…$18MFluent, LLC 401(k) Profit Sharing Plan and Trust 003Fluent, LLC 401(k) Profit Sh…$18MCase, Pomeroy & Co., Inc. Employee Thrift and Savings PlanCase, Pomeroy & Co., Inc. Em…$18MClayton Foundation for Research Employees' 401(k)Clayton Foundation for Resea…$18ML. Fishman & Son, Inc. 401(k) Profit Sharing PlanL. Fishman & Son, Inc. 401(k…$18M
End-of-year total assets ($M) among Leominster Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN042348884
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leominster Credit Union)

Sponsor-wide plan assets over time

All Leominster Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 25.58783797343876% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $20M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 142 $16M
2023 1 140 $18M
2024 1 133 $20M

Nearby 401(k) Plans in Massachusetts

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

Leominster Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Leominster Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.017748447 · Participants: 140Leominster Credit Union 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Leominster Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Leominster Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Leominster Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 in NY ($18M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Leominster Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼
Leominster Credit Union 401(k) Profit Sharing Plan grew at a solid clip - up 11.3% during 2023, from $16M to $18M. Reported net income was $2M.
How have Leominster Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leominster Credit Union's sponsor-wide assets grew 25.6%, from $16M to $20M.
Which 401(k) plans are similar in size to Leominster Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 in NY ($18M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Leominster Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042348884.

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.