Defined Benefit (Pension) · DOL Form 5500 · 2023
Middlesex Federal Savings, F.a. Pension Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 62
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $422,527
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of Middlesex Federal Savings, F.a. · Sponsored by Middlesex Federal Savings, F.a. · Massachusetts · Finance & Insurance
$26M in assets, 62 participants
Middlesex Federal Savings, F.a.'s The Retirement Plan for Employees of Middlesex Federal Savings, F.a. reported $26M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #5,790 in Finance & Insurance (8,869 peers)
Where The Retirement Plan for Employees of Middlesex Federal Savings, F.a. sits by assets
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. sits in the top quartile of all filed plans by assets, $26M for 62 participants (~$422,527/participant), up 16.6% in 2023.
- #5,790
- in Finance & Insurance (8,869 peers)
- +16.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Retirement Plan for Employees of Middlesex Federal Savings, F.a.'s outsized position by total assets
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,196,689 Top 23% higher than 77% 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
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of Middlesex Federal Savings, F.a. is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. reported net income rose from $767K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. reported participants rose from 56 in the plan year 2022 filing to 62 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 041618915 · Middlesex Federal Savings, F.a. PY 2023 · Defined Benefit (Pension)
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. · $26M · 62 · 77th
- BOOK $26M
- VS-ST 62
- BOY 77th
- SCH Defined Benefit (Pension)
- EBSA near Wynne Building Corporation Employees' Pension Trust
- PART ind #5790
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 →
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 041618915 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex Federal Savings, F.a.)
Sponsor-wide plan assets over time
All Middlesex Federal Savings, F.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 25.47616191575608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $22M |
| 2023 | 1 | 62 | $26M |
| 2024 | 1 | 66 | $28M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
The Retirement Plan for Employees of Middlesex Federal Savings, F.a.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Wynne Building Corporation Employees' Pension Trust in FL ($26M); by covered participants it is Pension Plan B of the American College of Physicians, Inc. in PA (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Wynne Building Corporation Employees' Pension Trust (FL) $26M · 63
- Iron Workers Pension Trust Fund for Colorado (CO) $26M · 725
- GE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi Division (OH) $26M · 65
- Retirement Plan for Employees of Hamlin Bank and Trust Company (PA) $26M · 70
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Pension Plan B of the American College of Physicians, Inc. (PA) 62 · 0 off
- Wec Energy Group Retirement Plan for Michigan Gas Utilities Corporation (WI) 62 · 0 off
- Fried, Frank, Harris, Shriver & Jacobson LLP Employees' Retirement Plan (NY) 62 · 0 off
- The Retirement Benefit Plan of Sc International Services, Inc. for Off, Mgmt & Spec, and Non-Mgt Non-Union Personnel (TX) 62 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.