Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

The Retirement Plan for Employees of Middlesex Federal Savings, F.a.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Middlesex Federal Savings, F.a. · Massachusetts · Finance & Insurance

What the 2023 filing shows

The Retirement Plan for Employees of Middlesex Federal Savings, F.a. holds N/A for 62 participants.

N/A
total plan assets (2023 EOY)
62
covered participants
Total Assets (2023)
N/A
Participants
62
Industry
Finance & Insurance

What the Filing Says About The Retirement Plan for Employees of Middlesex Federal Savings, F.a.

The Retirement Plan for Employees of Middlesex Federal Savings, F.a. is a Defined Benefit (Pension) retirement plan sponsored by Middlesex Federal Savings, F.a., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 62 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 041618915, and the plan has been effective since 1952-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeDefined Benefit (Pension)
Employer EIN041618915
Plan Effective Date1952-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middlesex Federal Savings, F.a.)

Year Plans Participants Total Assets
2022 1 56 N/A
2023 1 62 N/A

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Frequently Asked Questions

How much money is in the The Retirement Plan for Employees of Middlesex Federal Savings, F.a.?
As of the 2023 Form 5500 filing, The Retirement Plan for Employees of Middlesex Federal Savings, F.a. holds N/A in total assets with 62 participants. It is sponsored by Middlesex Federal Savings, F.a..
What type of plan is The Retirement Plan for Employees of Middlesex Federal Savings, F.a.?
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. is a Defined Benefit (Pension) plan. It has been effective since 1952-09-01. The plan is filed with the U.S. Department of Labor under EIN 041618915.
Who sponsors the The Retirement Plan for Employees of Middlesex Federal Savings, F.a.?
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. is sponsored by Middlesex Federal Savings, F.a., located in Massachusetts. The sponsor's EIN is 041618915 and the plan operates in the Finance & Insurance industry.
How did The Retirement Plan for Employees of Middlesex Federal Savings, F.a. perform in 2023?
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. held N/A in total assets at the end of 2023.
Where can I find official filings for The Retirement Plan for Employees of Middlesex Federal Savings, F.a.?
Official Form 5500 filings for The Retirement Plan for Employees of Middlesex Federal Savings, F.a. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041618915 or plan name at efast.dol.gov.
How does The Retirement Plan for Employees of Middlesex Federal Savings, F.a. compare to other plans?
You can compare The Retirement Plan for Employees of Middlesex Federal Savings, F.a. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 041618915.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.