Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolioTH
MASS BAY CREDIT UNION
EIN 04-1104060bankingLatest filing 2025
Plans
2
Retirement
2
$18.0M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
MASS BAY CREDIT UNION 401(K) PLAN AND TRUST - MANAGERS
401k
Assets$10.3M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#007
MASS BAY CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$7.7M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | MASS BAY CREDIT UNION 401(K) PLAN AND TRUST - MANAGERS | 401k | $10.3M | 37 | 2025 | |
| 007 | MASS BAY CREDIT UNION 401(K) PLAN AND TRUST | 401k | $7.7M | 66 | 2025 |
Retirement plans