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  2. MUTUAL FEDERAL CREDIT UNION
Sponsor portfolioTH

MUTUAL FEDERAL CREDIT UNION

EIN 64-0333575-financial services-Latest filing 2025
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
121
PO BOX 25, PO BOX 25 - VICKSBURG, MS 39181601-636-7523mutualcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001CashBalance-$8.2M - 44 part#003401k-$3.5M - 77 part

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 121 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN AND TRUST (#001)70%
  • CREDIT UNION 401(K) (#003)30%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)77
  • PLAN AND TRUST (#001)44
Total 121Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MUTUAL FEDERAL CREDIT UNION PENSION PLAN AND TRUST

CashBalance

Assets$8.2M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MUTUAL CREDIT UNION 401(K) PLAN

401k

Assets$3.5M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MUTUAL FEDERAL CREDIT UNION PENSION PLAN AND TRUSTCashBalance$8.2M442025
003MUTUAL CREDIT UNION 401(K) PLAN401k$3.5M772024
Retirement plans
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