Defined Benefit (Pension) · DOL Form 5500 · 2024
Middlesex Federal Savings, F.a. Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 66
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $426,973
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of Middlesex Federal Savings, F.a. · Sponsored by Middlesex Federal Savings, F.a. · Massachusetts · Finance & Insurance
$28M in assets, 66 participants
Middlesex Federal Savings, F.a.'s The Retirement Plan for Employees of Middlesex Federal Savings, F.a. reported $28M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #5,422 in Finance & Insurance (8,549 peers)
Where The Retirement Plan for Employees of Middlesex Federal Savings, F.a. sits by assets
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. sits in the top quartile of all filed plans by assets, $28M for 66 participants (~$426,973/participant), up 7.6% in 2024.
- #5,422
- in Finance & Insurance (8,549 peers)
- +7.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Retirement Plan for Employees of Middlesex Federal Savings, F.a.'s outsized position by total assets
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,180,242 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of Middlesex Federal Savings, F.a. is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. reported participants rose from 62 in the plan year 2023 filing to 66 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 041618915 · Middlesex Federal Savings, F.a. PY 2024 · Defined Benefit (Pension)
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. · $28M · 66 · 76th
- BOY $28M
- SCH 66
- EBSA 76th
- PART Defined Benefit (Pension)
- TYPE near NECA Employees' Pension Plan
- NET ind #5422
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 →
The Retirement Plan for Employees of Middlesex Federal Savings, F.a. in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 041618915 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex Federal Savings, F.a.)
Sponsor-wide plan assets over time
All Middlesex Federal Savings, F.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 25.47616191575608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $22M |
| 2023 | 1 | 62 | $26M |
| 2024 | 1 | 66 | $28M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
The Retirement Plan for Employees of Middlesex Federal Savings, F.a.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is NECA Employees' Pension Plan in DC ($28M); by covered participants it is Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas in VA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas (VA) 66 · 0 off
- The North Ward Center, Inc. Retirement Plan (NJ) 66 · 0 off
- The Monarch Cement Company Retirement Plan for Production Employees - Humboldt Plant (KS) 66 · 0 off
- Retirement Plan for Montana Refining Employees of Calumet Gp, LLC (IN) 66 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.