Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Mutual Savings Credit Union
EIN 63-0148940financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Health & Benefits
0
Participants
91
2040 VALLEYDALE ROAD - BIRMINGHAM, AL 35244205-682-1100mutualsavings.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 91 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#002
MUTUAL SAVINGS CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$7.0M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MUTUAL SAVINGS CREDIT UNION DEFINED BENEFIT PLAN
Traditional DB
Assets$1.4M
Participants16
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 |
|---|---|---|---|---|---|
| #002 | MUTUAL SAVINGS CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $7.0M | 75 | 2025 |
| #001 | MUTUAL SAVINGS CREDIT UNION DEFINED BENEFIT PLAN | Traditional DB | $1.4M | 16 | 2025 |
- #002 · 401(k) · 202575
- #001 · Traditional DB · 202516
Retirement plans