Money Purchase · DOL Form 5500 · 2024
Greylock Federal Credit Union Money Purchase Plan
Data updated 2026-08-11
- $35M
- Total assets
- 305
- Participants
- 79th
- Percentile by assets
- $113,229
- Avg per participant
Official DOL plan name: Greylock Pension Plan · Sponsored by Greylock Federal Credit Union · Massachusetts · Finance & Insurance
$35M in assets, 305 participants
Greylock Federal Credit Union's Greylock Pension Plan reported $35M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 123,622 plans)
- #5,797 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Greylock Pension Plan covers 305 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.
- $35M
- total plan assets (2024 EOY)
- 305
- covered participants
- 79th
- percentile by assets (of 123,622 plans)
- $113,229
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greylock Pension Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Greylock Pension Plan reported participants rose from 272 in the plan year 2023 filing to 305 in the plan year 2024 filing.
- Greylock Pension Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Greylock Pension Plan reports 305 participants - about 46% of that state average ($35M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 042230576 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greylock Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 559 | $60M |
| 2023 | 2 | 588 | $70M |
| 2024 | 2 | 638 | $72M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Greylock Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Greylock Pension Plan by total assets, not by location.
- Ufcw Local 2013 Annuity Fund (NY) $35M · 5,516
- I.B.E.W. Local No. 106 Annuity Plan (NY) $34M · 165
- Iron Workers Local 451 Annuity Fund (DE) $35M · 258
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) $34M · 25,523
Frequently Asked Questions
How did Greylock Pension Plan assets move in 2024? ▼
How have Greylock Federal Credit Union plan assets changed over time? ▼
Where does Greylock Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Greylock Pension Plan? ▼
Next read for Greylock Pension Plan
Filing takeaways
Ways to act on Greylock Pension Plan's numbers.
- By total assets, Greylock Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Greylock Federal Credit Union's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Finance & Insurance plans