401(k) · DOL Form 5500 · 2023

Polish National Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
128
Participants Small participant base
70th
Percentile by assets National rank
$134,953
Avg per participant Near avg balance/head
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Official DOL plan name: Polish National Credit Union 401(k) Retirement Plan and Trust · Sponsored by Polish National Credit Union · Massachusetts · Finance & Insurance

$17M in assets, 128 participants

Polish National Credit Union's Polish National Credit Union 401(k) Retirement Plan and Trust reported $17M in total assets and 128 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.

  • #4,929 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Polish National Credit Union 401(k) Retirement Plan and Trust covers 128 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#4,929
in Finance & Insurance (8,869 peers)
+14.7%
assets growth YoY

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 2023 · DOL Form 5500

$17,274,009 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

Polish National Credit Union 401(k) Retirement Plan and Trust 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. Polish National Credit Union 401(k) Retirement Plan and Trust sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polish National Credit Union 401(k) Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Polish National Credit Union 401(k) Retirement Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Polish National Credit Union 401(k) Retirement Plan and Trust reported participants rose from 122 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041734980 · Polish National Credit Union PY 2023 · 401(k)

Polish National Credit Union 401(k) Retirement Plan and Trust · $17M · 128 · 70th

  • BOY $17M
  • BOY 128
  • BOY 70th
  • BOY 401(k)
  • BOY near Quantum 401(k) Plan
  • BOY ind #4929

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

Britannica Home Fashions Inc. 401(k) Savings PlanBritannica Home Fashions Inc…$17MPolish National Credit Union 401(k) Retirement Plan and TrustPolish National Credit Union…$17MQuantum 401(k) Plan$17MWinamac Coil Spring, Inc Employees' Profit Sharing Plan and TrustWinamac Coil Spring, Inc Emp…$17MInternational Youth Foundation, Inc. Retirement Savings PlanInternational Youth Foundati…$17M
End-of-year total assets ($M) among Polish National Credit Union 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Polish National Credit Union 401(k) Retirement Plan and Trust, Total assets ($B): 0.017274009 · Participants: 128Polish National Credit Union 401(k) Retirement Plan and TrustFidelity 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
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 Quantum 401(k) Plan in CA ($17M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Polish National Credit Union 401(k) Retirement Plan and Trust assets move in 2023? ▼
Polish National Credit Union 401(k) Retirement Plan and Trust grew at a solid clip - up 14.7% during 2023, from $15M to $17M. 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 Quantum 401(k) Plan in CA ($17M, 140 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 Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 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.