How big is Beacon Credit Union, Inc.'s plan?

Beacon Credit Union, Inc.'s plan reported $4.2M in assets and 85 participants for 2025.

Original filing (PDF)20260326140039NAL0007660146001

Beacon Credit Union, Inc.

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

Form 5500-SF

FILING_RECEIVED

Beacon Credit Union, Inc. 401(k) Plan

401(k) retirement plan · Beacon Credit Union, Inc.'s Beacon Credit Union, Inc. 401(k) Plan held $4.2M in plan assets for 85 participants in 2025.

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Terry Hammond signed Beacon Credit Union, Inc.'s 2025 Form 5500 as plan administrator.

Terry Hammond — 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

Beacon Credit Union, Inc.'s EIN is 54-0606388.

EIN 54-0606388

Plan number 001

Plan year 2025

ACK ID 20260326140039NAL0007660146001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Beacon Credit Union, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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