Money Purchase · DOL Form 5500 · 2024

Greylock Federal Credit Union Money Purchase Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
305
Participants Below avg headcount
79th
Percentile by assets National rank
$113,229
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,797
in Finance & Insurance (8,549 peers)
+8.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Greylock Pension Plan's outsized position by total assets

Greylock Pension Plan vs every filed plan by assets

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

$34,534,771 Top 21% higher than 79% 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

Greylock Pension Plan 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. Greylock Pension Plan sits mid-pack in the medium band (305 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042230576 · Greylock Federal Credit Union PY 2024 · Money Purchase

Greylock Pension Plan · $35M · 305 · 79th

  • TYPE $35M
  • NET 305
  • BOOK 79th
  • VS-ST Money Purchase
  • BOY near Ufcw Local 2013 Annuity Fund
  • SCH ind #5797

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 →

Greylock Pension Plan in the asset neighbourhood

Iron Workers Local 451 Annuity FundIron Workers Local 451 Annui…$35MUfcw Local 2013 Annuity Fund$35MGreylock Pension Plan$35MI.B.E.W. Local No. 106 Annuity PlanI.B.E.W. Local No. 106 Annui…$34MInternational Brotherhood of Trade Unions Local 713 Annuity FundInternational Brotherhood of…$34M
End-of-year total assets ($M) among Greylock Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN042230576
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greylock Federal Credit Union)

Sponsor-wide plan assets over time

All Greylock Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$72M 19.71798036278862% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60.5M $72.4M ▲ +19.7%
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 Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Greylock Pension Plan, Total assets ($B): 0.034534771 · Participants: 305Greylock Pension PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Greylock Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Greylock Pension Plan side-by-side with 3 peers →

Greylock Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Ufcw Local 2013 Annuity Fund in NY ($35M); by covered participants it is Guardian Angels Employer Sponsored Plan in MN (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Greylock Pension Plan assets move in 2024? ▼
Greylock Pension Plan grew at a solid clip - up 8.2% during 2024, from $32M to $35M. Reported net income was $3M.
How have Greylock Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greylock Federal Credit Union's sponsor-wide assets grew 19.7%, from $60M to $72M.
Where does Greylock Pension Plan rank by assets among Form 5500 filers? ▼
Greylock Pension Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Greylock Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ufcw Local 2013 Annuity Fund in NY ($35M, 5,516 participants).
Which Money Purchase plans cover a similar participant headcount to Greylock Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Guardian Angels Employer Sponsored Plan in MN (306 participants, $5M 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 042230576.

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.