401(k) · DOL Form 5500 · 2024

Umassfive College Fcu 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
128
Participants Small participant base
67th
Percentile by assets National rank
$131,100
Avg per participant Near avg balance/head
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Official DOL plan name: Umassfive College Federal Credit Union 401(k) Plan · Sponsored by Umassfive College Fcu · Massachusetts · Finance & Insurance

$17M in assets, 128 participants

Umassfive College Fcu's Umassfive College Federal Credit Union 401(k) Plan reported $17M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,375 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Umassfive College Federal Credit Union 401(k) Plan covers 128 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#4,375
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY

Umassfive College Federal Credit Union 401(k) Plan's outsized position by total assets

Umassfive College Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$16,780,790 Top 33% higher than 67% 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

Umassfive College Federal Credit Union 401(k) 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. Umassfive College Federal Credit Union 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Umassfive College Federal Credit Union 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Umassfive College Federal Credit Union 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Umassfive College Federal Credit Union 401(k) Plan reported participants rose from 124 in the plan year 2023 filing to 128 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042430894 · Umassfive College Fcu PY 2024 · 401(k)

Umassfive College Federal Credit Union 401(k) Plan · $17M · 128 · 67th

  • 5500 $17M
  • 5500 128
  • 5500 67th
  • 5500 401(k)
  • 5500 near Trl Systems, Inc. 401(k) Plan
  • 5500 ind #4375

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 →

Umassfive College Federal Credit Union 401(k) Plan in the asset neighbourhood

Umassfive College Federal Credit Union 401(k) PlanUmassfive College Federal Cr…$17MTrl Systems, Inc. 401(k) Plan$17MChampions Group 401(k) Safe Harbor PlanChampions Group 401(k) Safe …$17MTf Holdings Inc. 401(k) Plan$17MCity Light & Power, Inc. 401(k) Profit Sharing PlanCity Light & Power, Inc. 401…$17M
End-of-year total assets ($M) among Umassfive College Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN042430894
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umassfive College Fcu)

Sponsor-wide plan assets over time

All Umassfive College Fcu plans reported in each filing year

Latest sponsor-wide plan assets
$17M 48.05243456266946% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16.8M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 123 $11M
2023 1 124 $14M
2024 1 128 $17M

Nearby 401(k) Plans in Massachusetts

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

Umassfive College Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Umassfive College Federal Credit Union 401(k) Plan, Total assets ($B): 0.01678079 · Participants: 128Umassfive College Federal Credit Union 401(k) PlanFidelity 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
Umassfive College Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Umassfive College Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Umassfive College Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trl Systems, Inc. 401(k) Plan in CA ($17M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Umassfive College Federal Credit Union 401(k) Plan assets move in 2024? ▼
Umassfive College Federal Credit Union 401(k) Plan grew sharply - up 16.7% during 2024, from $14M to $17M. Reported net income was $2M.
How have Umassfive College Fcu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umassfive College Fcu's sponsor-wide assets grew 48.1%, from $11M to $17M.
Which 401(k) plans are similar in size to Umassfive College Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trl Systems, Inc. 401(k) Plan in CA ($17M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Umassfive College Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 042430894.

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.