How big is Southbridge Credit Union's plan?

Southbridge Credit Union's plan reported $7.9M in assets and 38 participants for 2025.

Original filing (PDF)20260306074624NAL0007937824001

Southbridge Credit Union

Name: Southbridge Credit Union — Southbridge Credit Union, Form 5500 (2025)
Creator: Southbridge Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southbridge Credit Union 401(k) Plan

Defined-contribution retirement plan · Southbridge Credit Union's Southbridge Credit Union 401(k) Plan held $7.9M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Linda Julien signed Southbridge Credit Union's 2025 Form 5500 as plan administrator.

Linda Julien — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southbridge Credit Union's EIN is 04-2023790.

EIN 04-2023790

Plan number 002

Plan year 2025

ACK ID 20260306074624NAL0007937824001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southbridge Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southbridge Credit Union's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHBRIDGE CREDIT UNION.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score