401(k) · DOL Form 5500 · 2023
Merrimack Valley Credit Union as Succ in Int to Rtn Fed Credit Union 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $69,326
- Avg per participant Below avg balance/head
Official DOL plan name: Rtn Federal Credit Union 401(k) Plan II · Sponsored by Merrimack Valley Credit Union as Succ in Int to Rtn Fed Credit Union · Massachusetts · Finance & Insurance
$4M in assets, 63 participants
Merrimack Valley Credit Union as Succ in Int to Rtn Fed Credit Union's Rtn Federal Credit Union 401(k) Plan II reported $4M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,602 in Finance & Insurance (8,869 peers)
2023 asset change
Rtn Federal Credit Union 401(k) Plan II grew at a solid clip 12.3% in 2023 ($4M → $4M) for 63 participants.
- #2,602
- in Finance & Insurance (8,869 peers)
- +12.3%
- assets growth YoY
Rtn Federal Credit Union 401(k) Plan II's mid-pack asset rank among Finance & Insurance and all filers
Rtn Federal Credit Union 401(k) Plan II vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,367,525 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rtn Federal Credit Union 401(k) Plan II among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rtn Federal Credit Union 401(k) Plan II is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rtn Federal Credit Union 401(k) Plan II reported net income rose from -$2M in the plan year 2022 filing to $478K in the plan year 2023 filing.
- Rtn Federal Credit Union 401(k) Plan II end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Rtn Federal Credit Union 401(k) Plan II reported participants fell from 67 in the plan year 2022 filing to 63 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 046017803 · Merrimack Valley Credit Union as Succ in Int to Rtn Fed Credit Union PY 2023 · 401(k)
Rtn Federal Credit Union 401(k) Plan II · $4M · 63 · 42nd
- EOY $4M
- 5500 63
- ASSETS 42nd
- PCT 401(k)
- EIN near Emt Profit Sharing Plan
- RANK ind #2602
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 →
Rtn Federal Credit Union 401(k) Plan II in the asset neighbourhood
Merrimack Valley Credit Union as Succ in Int to Rtn Fed Credit Union years around the 2023 move
Sponsor-wide plan assets over time
All Merrimack Valley Credit Union as Succ in Int to Rtn Fed Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $4M |
| 2023 | 1 | 63 | $4M |
| 2024 | 1 | 59 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $478K |
| Employer EIN | 046017803 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Rtn Federal Credit Union 401(k) Plan II's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Emt Profit Sharing Plan in IL ($4M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 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.