401(k) · DOL Form 5500 · 2023

Direct Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
83
Participants Small participant base
72nd
Percentile by assets National rank
$232,936
Avg per participant Above avg balance/head
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Official DOL plan name: Direct Federal Employee Retirement Plan · Sponsored by Direct Federal Credit Union · Massachusetts · Finance & Insurance

$19M in assets, 83 participants

Direct Federal Credit Union's Direct Federal Employee Retirement Plan reported $19M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,173 in Finance & Insurance (8,869 peers)

2023 asset change

Direct Federal Employee Retirement Plan grew at a solid clip 12.2% in 2023 ($17M → $19M) for 83 participants.

#5,173
in Finance & Insurance (8,869 peers)
+12.2%
assets growth YoY

Direct Federal Employee Retirement Plan's outsized position by total assets

Direct Federal Employee Retirement Plan vs every filed plan by assets

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

$19,333,725 Top 28% higher than 72% 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

Direct Federal Employee Retirement 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. Direct Federal Employee Retirement Plan is a small filing (83 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042177945 · Direct Federal Credit Union PY 2023 · 401(k)

Direct Federal Employee Retirement Plan · $19M · 83 · 72nd

  • BOOK $19M
  • BOOK 83
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Walters Gardens, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5173

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 →

Direct Federal Employee Retirement Plan in the asset neighbourhood

Carlisle Fluid Technologies, LLC 401(k) PlanCarlisle Fluid Technologies,…$19MLectrosonics, Inc. 401(k) PlanLectrosonics, Inc. 401(k) Pl…$19MFairway Market III 401(k) Profit Sharing PlanFairway Market III 401(k) Pr…$19MDirect Federal Employee Retirement PlanDirect Federal Employee Reti…$19MWalters Gardens, Inc. 401(k) Profit Sharing PlanWalters Gardens, Inc. 401(k)…$19M
End-of-year total assets ($M) among Direct Federal Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Direct Federal Credit Union years around the 2023 move

Sponsor-wide plan assets over time

All Direct Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$21M 7.43651831191351% vs 2023
2024 filing year
$19M$19.5M$20M$20.5M$21M 20232024 $19.3M $20.8M ▲ +7.4%
Year Plans Participants Total Assets
2023 1 83 $19M
2024 1 77 $21M

2023 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN042177945
Plan Effective Date2001-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Direct Federal Employee Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Direct Federal Employee Retirement Plan, Total assets ($B): 0.019333725 · Participants: 83Direct Federal Employee 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
Direct Federal Employee Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Direct Federal Employee Retirement Plan side-by-side with 3 peers →

Direct Federal Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Walters Gardens, Inc. 401(k) Profit Sharing Plan in MI ($19M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Direct Federal Employee Retirement Plan assets move in 2023? ▼
Direct Federal Employee Retirement Plan grew at a solid clip - up 12.2% during 2023, from $17M to $19M. Reported net income was $2M.
How have Direct Federal Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Direct Federal Credit Union's sponsor-wide assets grew 7.4%, from $19M to $21M.
Which 401(k) plans are similar in size to Direct Federal Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walters Gardens, Inc. 401(k) Profit Sharing Plan in MI ($19M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Direct Federal Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 042177945.

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.