· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FALL RIVER MUNICIPAL CREDIT UNION — FALL RIVER MUNICIPAL CREDIT UNION RETIREMENT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003155311NAL0001588689001
FALL RIVER MUNICIPAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
FALL RIVER MUNICIPAL CREDIT UNION RETIREMENT PENSION PLAN
Defined-benefit pension plan
Active participants
39
Accounts w/ balance
—
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FALL RIVER MUNICIPAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
FALL RIVER MUNICIPAL CREDIT UNION
EIN
04-1298900
Address
333 MILLIKEN BLVD · FALL RIVER, MA · 02721
Phone
(508) 235-2411
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
GARDEN SAVINGS FEDERAL CREDIT UNION
GARDEN SAVINGS FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
$17.6M · 61 participants
UNITED HERITAGE CREDIT UNION
UNITED HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$17.6M · 42 participants
PATRIOT FEDERAL CREDIT UNION
PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
$17.6M · 178 participants
ASCENTRA CREDIT UNION
ASCENTRA CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST
$17.7M · 170 participants
FIRST COMMERCE CREDIT UNION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
FIRST COMMERCE CREDIT UNION PROFIT SHARING 401(K)
$17.5M · 147 participants
ALIGN CREDIT UNION
ALIGN CREDIT UNION 401(K) PROFIT SHARING PLAN
$17.7M · 136 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
