401(k) · DOL Form 5500 · 2024

Polish National Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
125
Participants Small participant base
71st
Percentile by assets National rank
$162,322
Avg per participant Above avg balance/head
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Official DOL plan name: Polish National Credit Union 401(k) Retirement Plan and Trust · Sponsored by Polish National Credit Union · Massachusetts · Finance & Insurance

$20M in assets, 125 participants

Polish National Credit Union's Polish National Credit Union 401(k) Retirement Plan and Trust reported $20M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,759 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Polish National Credit Union 401(k) Retirement Plan and Trust covers 125 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#4,759
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY

Polish National Credit Union 401(k) Retirement Plan and Trust's outsized position by total assets

Polish National Credit Union 401(k) Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,290,238 Top 29% higher than 71% of 123,620 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 2024

Polish National Credit Union 401(k) Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polish National Credit Union 401(k) Retirement Plan and Trust sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polish National Credit Union 401(k) Retirement Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Polish National Credit Union 401(k) Retirement Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Polish National Credit Union 401(k) Retirement Plan and Trust reported participants fell from 128 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 041734980 · Polish National Credit Union PY 2024 · 401(k)

Polish National Credit Union 401(k) Retirement Plan and Trust · $20M · 125 · 71st

  • EIN $20M
  • EIN 125
  • EIN 71st
  • EIN 401(k)
  • EIN near Rockingham Cooperative 401(k) Plan
  • EIN ind #4759

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 →

Polish National Credit Union 401(k) Retirement Plan and Trust in the asset neighbourhood

Polish National Credit Union 401(k) Retirement Plan and TrustPolish National Credit Union…$20MRockingham Cooperative 401(k) PlanRockingham Cooperative 401(k…$20MTower Semiconductor Newport Beach Hourly Savings PlanTower Semiconductor Newport …$20MMike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing PlanMike Shannon Automotive Inc.…$20MAdams Beverages 401(k)Plan$20M
End-of-year total assets ($M) among Polish National Credit Union 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN041734980
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polish National Credit Union)

Sponsor-wide plan assets over time

All Polish National Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.71335107846101% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.3M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 122 $15M
2023 1 128 $17M
2024 1 125 $20M

Nearby 401(k) Plans in Massachusetts

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

Polish National Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Polish National Credit Union 401(k) Retirement Plan and Trust, Total assets ($B): 0.020290238 · Participants: 125Polish National Credit Union 401(k) Retirement Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Polish National Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Polish National Credit Union 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Polish National Credit Union 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rockingham Cooperative 401(k) Plan in VA ($20M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Polish National Credit Union 401(k) Retirement Plan and Trust assets move in 2024? ▼
Polish National Credit Union 401(k) Retirement Plan and Trust grew sharply - up 17.5% during 2024, from $17M to $20M. Reported net income was $3M.
How have Polish National Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polish National Credit Union's sponsor-wide assets grew 34.7%, from $15M to $20M.
Which 401(k) plans are similar in size to Polish National Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rockingham Cooperative 401(k) Plan in VA ($20M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Polish National Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041734980.

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.