401(k) · DOL Form 5500 · 2024

Liberty Bay Credit Union 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
73
Participants Small participant base
78th
Percentile by assets National rank
$429,083
Avg per participant High balance/head
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Official DOL plan name: Liberty Bay Credit Union 401(k) Retirement Plan · Sponsored by Liberty Bay Credit Union · Massachusetts · Finance & Insurance

$31M in assets, 73 participants

Liberty Bay Credit Union's Liberty Bay Credit Union 401(k) Retirement Plan reported $31M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,616 in Finance & Insurance (8,549 peers)

Where Liberty Bay Credit Union 401(k) Retirement Plan sits by assets

Liberty Bay Credit Union 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 73 participants (~$429,083/participant), up 1.1% in 2024.

#5,616
in Finance & Insurance (8,549 peers)
+1.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Liberty Bay Credit Union 401(k) Retirement Plan's outsized position by total assets

Liberty Bay Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$31,323,044 Top 22% higher than 78% 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

Liberty Bay Credit Union 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Bay Credit Union 401(k) Retirement Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Bay Credit Union 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $332K in the plan year 2024 filing.
  • Liberty Bay Credit Union 401(k) Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 041896000 · Liberty Bay Credit Union PY 2024 · 401(k)

Liberty Bay Credit Union 401(k) Retirement Plan · $31M · 73 · 78th

  • EIN $31M
  • EIN 73
  • EIN 78th
  • EIN 401(k)
  • EIN near Seyer Industries Incorporated 401(k) Retirement Savings Plan
  • EIN ind #5616

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 →

Liberty Bay Credit Union 401(k) Retirement Plan in the asset neighbourhood

Ware Group, LLC 401(k) Plan$31MAleris 401(k) Plan for Davenport UnionAleris 401(k) Plan for Daven…$31MBay Psychiatric Associates 401(k) Ps PlanBay Psychiatric Associates 4…$31MLiberty Bay Credit Union 401(k) Retirement PlanLiberty Bay Credit Union 401…$31MSeyer Industries Incorporated 401(k) Retirement Savings PlanSeyer Industries Incorporate…$31M
End-of-year total assets ($M) among Liberty Bay Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$31M
Net Income$332K
Employer EIN041896000
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Bay Credit Union)

Sponsor-wide plan assets over time

All Liberty Bay Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$31M 15.345950089811588% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.2M $31.3M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 84 $27M
2023 1 73 $31M
2024 1 73 $31M

Nearby 401(k) Plans in Massachusetts

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

Liberty Bay Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Liberty Bay Credit Union 401(k) Retirement Plan, Total assets ($B): 0.031323044 · Participants: 73Liberty Bay Credit Union 401(k) Retirement 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
Liberty Bay Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Liberty Bay Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

Liberty Bay Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Seyer Industries Incorporated 401(k) Retirement Savings Plan in MO ($31M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Liberty Bay Credit Union 401(k) Retirement Plan assets move in 2024? ▼
Liberty Bay Credit Union 401(k) Retirement Plan edged up modestly - up 1.1% during 2024, from $31M to $31M. Reported net income was $332K.
How have Liberty Bay Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Bay Credit Union's sponsor-wide assets grew 15.3%, from $27M to $31M.
Where does Liberty Bay Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Liberty Bay Credit Union 401(k) Retirement Plan ranks in the 78th 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 401(k) plans are similar in size to Liberty Bay Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seyer Industries Incorporated 401(k) Retirement Savings Plan in MO ($31M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Liberty Bay Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 041896000.

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.