401(k) · DOL Form 5500 · 2023

St. Anne's Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
143
Participants Small participant base
66th
Percentile by assets National rank
$97,840
Avg per participant Below avg balance/head
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Official DOL plan name: St. Anne's Credit Union 401(k) Retirement Plan · Sponsored by St. Anne's Credit Union · Massachusetts · Finance & Insurance

$14M in assets, 143 participants

St. Anne's Credit Union's St. Anne's Credit Union 401(k) Retirement Plan reported $14M in total assets and 143 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.

  • #4,512 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

St. Anne's Credit Union 401(k) Retirement Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#4,512
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY

St. Anne's Credit Union 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

St. Anne's Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$13,991,127 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

St. Anne's Credit Union 401(k) Retirement 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. St. Anne's Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Anne's Credit Union 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • St. Anne's Credit Union 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • St. Anne's Credit Union 401(k) Retirement Plan reported participants rose from 139 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042128094 · St. Anne's Credit Union PY 2023 · 401(k)

St. Anne's Credit Union 401(k) Retirement Plan · $14M · 143 · 66th

  • EIN $14M
  • RANK 143
  • PHOTO 66th
  • IND 401(k)
  • EOY near Thk Rhythm North America 401(k) Plan
  • 5500 ind #4512

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 →

St. Anne's Credit Union 401(k) Retirement Plan in the asset neighbourhood

St. Anne's Credit Union 401(k) Retirement PlanSt. Anne's Credit Union 401(…$14MThk Rhythm North America 401(k) PlanThk Rhythm North America 401…$14MPrice Edwards & Company Savings & Retirement PlanPrice Edwards & Company Savi…$14MWestmoreland Mechanical Testing and Research Profit Sharing PlanWestmoreland Mechanical Test…$14MDawn Foods Union Retirement Savings PlanDawn Foods Union Retirement …$14M
End-of-year total assets ($M) among St. Anne's Credit Union 401(k) Retirement 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 EIN042128094
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anne's Credit Union)

Sponsor-wide plan assets over time

All St. Anne's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.25852363020888% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 139 $11M
2023 1 143 $14M
2024 1 148 $16M

Nearby 401(k) Plans in Massachusetts

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

St. Anne's Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants St. Anne's Credit Union 401(k) Retirement Plan, Total assets ($B): 0.013991127 · Participants: 143St. Anne's Credit Union 401(k) Retirement 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
St. Anne's Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare St. Anne's Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

St. Anne's Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Thk Rhythm North America 401(k) Plan in TN ($14M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 St. Anne's Credit Union 401(k) Retirement Plan assets move in 2023? ▼
St. Anne's Credit Union 401(k) Retirement Plan grew sharply - up 21.8% during 2023, from $11M to $14M. Reported net income was $3M.
How have St. Anne's Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne's Credit Union's sponsor-wide assets grew 39.3%, from $11M to $16M.
Which 401(k) plans are similar in size to St. Anne's Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thk Rhythm North America 401(k) Plan in TN ($14M, 202 participants).
Which 401(k) plans cover a similar participant headcount to St. Anne's Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 042128094.

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.