How big is Westerly Community Credit Union's plan?

Westerly Community Credit Union's plan reported $6.9M in assets and 13 participants for 2024.

Original filing (PDF)20250805103829NAL0001161587001

Westerly Community Credit Union

Name: Westerly Community Credit Union — Westerly Community, Form 5500 (2024)
Creator: Westerly Community Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westerly Community Credit Union Defined Benefit Plan and Trust

Defined-benefit pension plan · Westerly Community Credit Union's Westerly Community Credit Union Defined Benefit Plan and Trust held $6.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Alycia Marandola signed Westerly Community Credit Union's 2024 Form 5500 as plan administrator.

Alycia Marandola — 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

Westerly Community Credit Union's EIN is 05-0255222.

EIN 05-0255222

Plan number 001

Plan year 2024

ACK ID 20250805103829NAL0001161587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westerly Community Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westerly Community Credit Union's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score