Assets by plan
Share of aggregate retirement assets
- TRUST - MANAGERS (#006)$10.3M
Filings through .
Top hat
Mass Bay Credit Union
EIN 04-1104060bankingLatest filing 2025
Plans
2
Retirement
2
$18.0M assets
Health & Benefits
0
Participants
103
147 WEST 4TH STREET - SOUTH BOSTON, MA 021271815617-269-2700massbaycu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.0M assets / 103 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#006
MASS BAY CREDIT UNION 401(K) PLAN AND TRUST - MANAGERS
401(k)
Assets$10.3M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
MASS BAY CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$7.7M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #006 | MASS BAY CREDIT UNION 401(K) PLAN AND TRUST - MANAGERS | 401(k) | $10.3M | 37 | 2025 |
| #007 | MASS BAY CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $7.7M | 66 | 2025 |
- #006 · 401(k) · 202537
- #007 · 401(k) · 202566
Retirement plans