401(k) · DOL Form 5500 · 2023

Umassfive College Fcu 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
124
Participants Small participant base
66th
Percentile by assets National rank
$115,972
Avg per participant Below avg balance/head
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Official DOL plan name: Umassfive College Federal Credit Union 401(k) Plan · Sponsored by Umassfive College Fcu · Massachusetts · Finance & Insurance

$14M in assets, 124 participants

Umassfive College Fcu's Umassfive College Federal Credit Union 401(k) Plan reported $14M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,561 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Umassfive College Federal Credit Union 401(k) Plan covers 124 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#4,561
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY

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

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

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

$14,380,533 Top 34% higher than 66% 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

Umassfive College Federal Credit Union 401(k) 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. Umassfive College Federal Credit Union 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umassfive College Federal Credit Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Umassfive College Federal Credit Union 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042430894 · Umassfive College Fcu PY 2023 · 401(k)

Umassfive College Federal Credit Union 401(k) Plan · $14M · 124 · 66th

  • NET $14M
  • NET 124
  • NET 66th
  • NET 401(k)
  • NET near Charles Barker Luxury Imports, Inc. 401(k) Profit Sharing Plan
  • NET ind #4561

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 →

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

Umassfive College Federal Credit Union 401(k) PlanUmassfive College Federal Cr…$14MCharles Barker Luxury Imports, Inc. 401(k) Profit Sharing PlanCharles Barker Luxury Import…$14MChesapeake Contracting Employees Savings TrustChesapeake Contracting Emplo…$14MMarshall Industrial Technologies Savings & Retirement PlanMarshall Industrial Technolo…$14MThe J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and TrustThe J. Reckner Associates, I…$14M
End-of-year total assets ($M) among Umassfive College Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN042430894
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umassfive College Fcu)

Sponsor-wide plan assets over time

All Umassfive College Fcu plans reported in each filing year

Latest sponsor-wide plan assets
$17M 48.05243456266946% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16.8M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 123 $11M
2023 1 124 $14M
2024 1 128 $17M

Nearby 401(k) Plans in Massachusetts

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

Umassfive College Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Umassfive College Federal Credit Union 401(k) Plan, Total assets ($B): 0.014380533 · Participants: 124Umassfive College Federal Credit Union 401(k) 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
Umassfive College Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Umassfive College Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Charles Barker Luxury Imports, Inc. 401(k) Profit Sharing Plan in VA ($14M); by covered participants it is The Contractors Retirement Plan in VA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Umassfive College Federal Credit Union 401(k) Plan assets move in 2023? ▼
Umassfive College Federal Credit Union 401(k) Plan grew sharply - up 26.9% during 2023, from $11M to $14M. Reported net income was $3M.
How have Umassfive College Fcu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umassfive College Fcu's sponsor-wide assets grew 48.1%, from $11M to $17M.
Which 401(k) plans are similar in size to Umassfive College Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charles Barker Luxury Imports, Inc. 401(k) Profit Sharing Plan in VA ($14M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Umassfive College Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in VA (124 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 042430894.

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.