Original filing (PDF)20250506082220NAL0009051585001

MIDDLESEX FEDERAL SAVINGS, F.A.

Name: MIDDLESEX FEDERAL SAVINGS, F.A. — THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A., Form 5500 (2023)
Creator: MIDDLESEX FEDERAL SAVINGS, F.A.

Form 5500

FILING_RECEIVED

THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A.

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDDLESEX FEDERAL SAVINGS, F.A..

Plan sponsor

Name

MIDDLESEX FEDERAL SAVINGS, F.A.

EIN

04-1618915

Address

ONE COLLEGE AVENUE · SOMERVILLE, MA · 02144

Phone

(617) 666-4700

Industry

Finance & Insurancesee all

Plan administrator

Name

RETIREMENT COMMITTEE FOR MIDDLESEX FEDERAL SAVINGS, F.A.

EIN

04-2615465

City

SOMERVILLE, MA

Phone

(617) 666-4700

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-05-06

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $13.2M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
AGILIS LONG CREDIT FUND HAND BENEFITS AND TRUST COMPANY · EIN 74-2008758 / PN 107	Common Collective Trust	$13.2M	100.0%

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