Money Purchase · DOL Form 5500 · 2023

Greylock Federal Credit Union Money Purchase Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
272
Participants Below avg headcount
80th
Percentile by assets National rank
$117,382
Avg per participant Below avg balance/head
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Official DOL plan name: Greylock Pension Plan · Sponsored by Greylock Federal Credit Union · Massachusetts · Finance & Insurance

$32M in assets, 272 participants

Greylock Federal Credit Union's Greylock Pension Plan reported $32M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,167 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Greylock Pension Plan covers 272 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.

#6,167
in Finance & Insurance (8,869 peers)
+13.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Greylock Pension Plan's outsized position by total assets

Greylock Pension Plan vs every filed plan by assets

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

$31,927,976 Top 20% higher than 80% 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

Greylock Pension 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. Greylock Pension Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greylock Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Greylock Pension Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Greylock Pension Plan reported participants rose from 265 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042230576 · Greylock Federal Credit Union PY 2023 · Money Purchase

Greylock Pension Plan · $32M · 272 · 80th

  • EIN $32M
  • RANK 272
  • PHOTO 80th
  • IND Money Purchase
  • EOY near Plumbers & Steamfitters Local 565 Pension Plan
  • 5500 ind #6167

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 →

Greylock Pension Plan in the asset neighbourhood

Plumbers & Steamfitters Local 565 Pension PlanPlumbers & Steamfitters Loca…$32MGreylock Pension Plan$32MCarpenters Local Union No 491 Annuity PlanCarpenters Local Union No 49…$32MUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity FundUnited Union of Roofers, Wat…$32MEast Bay Restaurant & Tavern Retirement PlanEast Bay Restaurant & Tavern…$32M
End-of-year total assets ($M) among Greylock Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN042230576
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greylock Federal Credit Union)

Sponsor-wide plan assets over time

All Greylock Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$72M 19.71798036278862% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60.5M $72.4M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 559 $60M
2023 2 588 $70M
2024 2 638 $72M

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Greylock Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Greylock Pension Plan, Total assets ($B): 0.031927976 · Participants: 272Greylock Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Greylock Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Greylock Pension Plan side-by-side with 3 peers →

Greylock Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 565 Pension Plan in WV ($32M); by covered participants it is Guardian Angels Employer Sponsored Plan in MN (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Greylock Pension Plan assets move in 2023? ▼
Greylock Pension Plan grew at a solid clip - up 13.0% during 2023, from $28M to $32M. Reported net income was $4M.
How have Greylock Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greylock Federal Credit Union's sponsor-wide assets grew 19.7%, from $60M to $72M.
Where does Greylock Pension Plan rank by assets among Form 5500 filers? ▼
Greylock Pension Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Greylock Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Local 565 Pension Plan in WV ($32M, 559 participants).
Which Money Purchase plans cover a similar participant headcount to Greylock Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Guardian Angels Employer Sponsored Plan in MN (272 participants, $5M 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 042230576.

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.