401(k) · DOL Form 5500 · 2024

Metro Credit Union 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
306
Participants Below avg headcount
81st
Percentile by assets National rank
$127,184
Avg per participant Near avg balance/head
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Official DOL plan name: Metro Credit Union 401(k) Plan · Sponsored by Metro Credit Union · Massachusetts · Finance & Insurance

$39M in assets, 306 participants

Metro Credit Union's Metro Credit Union 401(k) Plan reported $39M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,040 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Metro Credit Union 401(k) Plan covers 306 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $39M.

#6,040
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Metro Credit Union 401(k) Plan's outsized position by total assets

Metro Credit Union 401(k) Plan vs every filed plan by assets

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

$38,918,289 Top 19% higher than 81% 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

Metro 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. Metro Credit Union 401(k) Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Metro Credit Union 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Metro Credit Union 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 041695745 · Metro Credit Union PY 2024 · 401(k)

Metro Credit Union 401(k) Plan · $39M · 306 · 81st

  • BOOK $39M
  • VS-ST 306
  • BOY 81st
  • SCH 401(k)
  • EBSA near Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust
  • PART ind #6040

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 →

Metro Credit Union 401(k) Plan in the asset neighbourhood

Metro Credit Union 401(k) PlanMetro Credit Union 401(k) Pl…$39MFoothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and TrustFoothill Cardiology Profit S…$39MSarsen Capital 401(k) Plan and TrustSarsen Capital 401(k) Plan a…$39MConcentric, LLC 401(k) Plan$39MTeague Nall and Perkins, Inc 401(k) Retirement PlanTeague Nall and Perkins, Inc…$39M
End-of-year total assets ($M) among Metro 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)$33M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN041695745
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Metro Credit Union)

Sponsor-wide plan assets over time

All Metro Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 12.470878240818019% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.6M $38.9M ▲ +12.5%
Year Plans Participants Total Assets
2022 2 344 $35M
2023 2 356 $39M
2024 2 354 $39M

Nearby 401(k) Plans in Massachusetts

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

Metro 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 ($B) Participants Metro Credit Union 401(k) Plan, Total assets ($B): 0.038918289 · Participants: 306Metro 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
Metro Credit Union 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Metro Credit Union 401(k) Plan side-by-side with 3 peers →

Metro 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 Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust in CA ($39M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Metro Credit Union 401(k) Plan assets move in 2024? ▼
Metro Credit Union 401(k) Plan grew sharply - up 16.4% during 2024, from $33M to $39M. Reported net income was $5M.
How have Metro Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metro Credit Union's sponsor-wide assets grew 12.5%, from $35M to $39M.
Where does Metro Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Metro Credit Union 401(k) Plan ranks in the 81st 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 Metro Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and Trust in CA ($39M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Metro Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants, N/A 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 041695745.

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.