Defined Benefit (Pension) · DOL Form 5500 · 2023

Metro Credit Union Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
48
Participants Small participant base
47th
Percentile by assets National rank
$118,744
Avg per participant Near avg balance/head
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Official DOL plan name: Metro Credit Union Pension Plan · Sponsored by Metro Credit Union · Massachusetts · Finance & Insurance

$6M in assets, 48 participants

Metro Credit Union's Metro Credit Union Pension Plan reported $6M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,958 in Finance & Insurance (8,869 peers)

Metro Credit Union multi-year trail

Metro Credit Union's plans moved +12.5% in assets from 2022 to 2024; this filing shows Metro Credit Union Pension Plan at $6M / 48 participants.

#2,958
in Finance & Insurance (8,869 peers)
+6.5%
assets growth YoY

Metro Credit Union Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Metro Credit Union Pension Plan vs every filed plan by assets

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

$5,699,690 47th percentile higher than 47% 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

Metro Credit Union Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metro Credit Union Pension Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metro Credit Union Pension Plan reported net income rose from -$663K in the plan year 2022 filing to $349K in the plan year 2023 filing.
  • Metro Credit Union Pension Plan reported participants fell from 52 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Metro Credit Union Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041695745 · Metro Credit Union PY 2023 · Defined Benefit (Pension)

Metro Credit Union Pension Plan · $6M · 48 · 47th

  • RANK $6M
  • RANK 48
  • RANK 47th
  • RANK Defined Benefit (Pension)
  • RANK near Valley Radiologists & Associates, P.a. Defined Benefit Plan
  • RANK ind #2958

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 →

Metro Credit Union Pension Plan in the asset neighbourhood

Metro Credit Union Pension PlanMetro Credit Union Pension P…$6MValley Radiologists & Associates, P.a. Defined Benefit PlanValley Radiologists & Associ…$6MPension Plan for Bargaining Unit Employees of Hawaiian Cement, Maui Concrete & Aggregate DivisionPension Plan for Bargaining …$6MGlobal Tote US Pension Plan for Union EmployeesGlobal Tote US Pension Plan …$6MMore 4 Less Travel, Inc. Defined Benefit Pension PlanMore 4 Less Travel, Inc. Def…$6M
End-of-year total assets ($M) among Metro Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Metro Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Metro Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 12.470878240818019% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.6M $38.9M ▲ +12.5%
Year Plans Participants Total Assets
2022 2 344 $35M
2023 2 356 $39M
2024 2 354 $39M

Metro Credit Union filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$349K
Employer EIN041695745
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Metro Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Metro Credit Union Pension Plan, Total assets ($B): 0.00569969 · Participants: 48Metro Credit Union Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Metro Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Metro Credit Union Pension Plan side-by-side with 3 peers →

Metro Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Valley Radiologists & Associates, P.a. Defined Benefit Plan in TX ($6M); by covered participants it is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Metro Credit Union Pension Plan assets move in 2023? ▼
Metro Credit Union Pension Plan grew at a solid clip - up 6.5% during 2023, from $5M to $6M. Reported net income was $349K.
How have Metro Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metro Credit Union's sponsor-wide assets grew 12.5%, from $35M to $39M.
Which Defined Benefit (Pension) plans are similar in size to Metro Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Valley Radiologists & Associates, P.a. Defined Benefit Plan in TX ($6M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Metro Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants, $19M 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 041695745.

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.