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MEMBERS PLUS CREDIT UNION — MEMBERS PLUS CREDIT UNION PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250923142709NAL0008149379001
MEMBERS PLUS CREDIT UNION
Form 5500-SF
FILING_RECEIVED
MEMBERS PLUS CREDIT UNION PENSION PLAN
Defined-benefit pension plan
Active participants
43
Accounts w/ balance
—
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
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
MEMBERS PLUS CREDIT UNION
.
Find decision makers
Plan sponsor
Name
MEMBERS PLUS CREDIT UNION
EIN
04-2039851
Address
29 HIGH ST · MEDFORD, MA · 02155
Phone
(781) 905-1532
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
2025-09-23
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
BLUE EAGLE CREDIT UNION
BLUE EAGLE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
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H E B FEDERAL CREDIT UNION
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RESOURCE ONE CREDIT UNION
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$13.7M · 172 participants
RHODE ISLAND CREDIT UNION
RHODE ISLAND CREDIT UNION RETIREMENT SAVINGS FUND
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FAMILY SECURITY CREDIT UNION
FAMILY SECURITY CREDIT UNION 401(K) PLAN
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.
$13.5M · 178 participants
FINANCIAL PLUS CREDIT UNION
FINANCIAL PLUS CREDIT UNION RETIREMENT SAVINGS PLAN
$13.7M · 106 participants
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GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
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$47.6B
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$46.7B
