· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MID-ATLANTIC FEDERAL CREDIT UNION — MID-ATLANTIC FEDERAL CREDIT UNION 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516114725NAL0031574288001
MID-ATLANTIC FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
MID-ATLANTIC FEDERAL CREDIT UNION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
70
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
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
MID-ATLANTIC FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
MID-ATLANTIC FEDERAL CREDIT UNION
EIN
52-0896021
Address
12820 WISTERIA DR. · GERMANTOWN, MD · 20874
Phone
(301) 944-1728
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
NEIGHBORS CREDIT UNION
NEIGHBORS CREDIT UNION 401 (K) PLAN AND TRUST
$9.2M · 129 participants
GTE FEDERAL CREDIT UNION
GTE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN
$9.3M · 66 participants
RHODE ISLAND CREDIT UNION
RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN
$9.2M · 26 participants
CREDIT UNION OF NEW JERSEY
CREDIT UNION OF NEW JERSEY 401(K) PLAN AND TRUST
$9.3M · 66 participants
MEMBERS TRUST OF THE SOUTHWEST FEDERAL 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.
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.
MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$9.1M · 12 participants
SOUTHPOINT FINANCIAL CREDIT UNION
SOUTHPOINT FINANCIAL CREDIT UNION 401(K) PLAN
$9.3M · 99 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
