Civic Intelligence

Athol Credit Union

Plan context: Athol Credit Union 401K Plan

EIN 04-1046540 • Athol, MA • 29 filings • 3 plans

513 Main StreetAthol, MA 01331
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$698,990

2024 Contributions

$129,924

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,307,648$653,824$0199920132024YearValue
$698,990Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

52260199920122024YearValue
52Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024152$698,990$129,924$2,499iApproximate average salary by contribution assumption: employee only about $62,463 at 4% or $41,642 at 6%; with 50% employer match about $41,642 at 4% or $27,762 at 6%; with 100% employer match about $31,232 at 4% or $20,821 at 6%.
Athol Credit Union 401K Plan-52$698,990$129,924$2,499iApproximate average salary by contribution assumption: employee only about $62,463 at 4% or $41,642 at 6%; with 50% employer match about $41,642 at 4% or $27,762 at 6%; with 100% employer match about $31,232 at 4% or $20,821 at 6%.
2023140$585,641$71,145$1,779iApproximate average salary by contribution assumption: employee only about $44,466 at 4% or $29,644 at 6%; with 50% employer match about $29,644 at 4% or $19,763 at 6%; with 100% employer match about $22,233 at 4% or $14,822 at 6%.
Athol Credit Union 401K Plan-40$585,641$71,145$1,779iApproximate average salary by contribution assumption: employee only about $44,466 at 4% or $29,644 at 6%; with 50% employer match about $29,644 at 4% or $19,763 at 6%; with 100% employer match about $22,233 at 4% or $14,822 at 6%.
2022133$467,721$33,674$1,020iApproximate average salary by contribution assumption: employee only about $25,511 at 4% or $17,007 at 6%; with 50% employer match about $17,007 at 4% or $11,338 at 6%; with 100% employer match about $12,755 at 4% or $8,504 at 6%.
Athol Credit Union 401K Plan-33$467,721$33,674$1,020iApproximate average salary by contribution assumption: employee only about $25,511 at 4% or $17,007 at 6%; with 50% employer match about $17,007 at 4% or $11,338 at 6%; with 100% employer match about $12,755 at 4% or $8,504 at 6%.
2021133$519,430$43,854$1,329iApproximate average salary by contribution assumption: employee only about $33,223 at 4% or $22,148 at 6%; with 50% employer match about $22,148 at 4% or $14,766 at 6%; with 100% employer match about $16,611 at 4% or $11,074 at 6%.
Athol Credit Union 401K Plan-33$519,430$43,854$1,329iApproximate average salary by contribution assumption: employee only about $33,223 at 4% or $22,148 at 6%; with 50% employer match about $22,148 at 4% or $14,766 at 6%; with 100% employer match about $16,611 at 4% or $11,074 at 6%.
2020133$454,158$36,193$1,097iApproximate average salary by contribution assumption: employee only about $27,419 at 4% or $18,279 at 6%; with 50% employer match about $18,279 at 4% or $12,186 at 6%; with 100% employer match about $13,709 at 4% or $9,140 at 6%.
Athol Credit Union 401K Plan-33$454,158$36,193$1,097iApproximate average salary by contribution assumption: employee only about $27,419 at 4% or $18,279 at 6%; with 50% employer match about $18,279 at 4% or $12,186 at 6%; with 100% employer match about $13,709 at 4% or $9,140 at 6%.
2019135$402,970$38,896$1,111iApproximate average salary by contribution assumption: employee only about $27,783 at 4% or $18,522 at 6%; with 50% employer match about $18,522 at 4% or $12,348 at 6%; with 100% employer match about $13,891 at 4% or $9,261 at 6%.
Athol Credit Union 401K Plan-35$402,970$38,896$1,111iApproximate average salary by contribution assumption: employee only about $27,783 at 4% or $18,522 at 6%; with 50% employer match about $18,522 at 4% or $12,348 at 6%; with 100% employer match about $13,891 at 4% or $9,261 at 6%.
2018135$633,588$52,481$1,499iApproximate average salary by contribution assumption: employee only about $37,486 at 4% or $24,991 at 6%; with 50% employer match about $24,991 at 4% or $16,661 at 6%; with 100% employer match about $18,743 at 4% or $12,495 at 6%.
Athol Credit Union 401K Plan-35$633,588$52,481$1,499iApproximate average salary by contribution assumption: employee only about $37,486 at 4% or $24,991 at 6%; with 50% employer match about $24,991 at 4% or $16,661 at 6%; with 100% employer match about $18,743 at 4% or $12,495 at 6%.
2017135$643,579$47,270$1,351iApproximate average salary by contribution assumption: employee only about $33,764 at 4% or $22,510 at 6%; with 50% employer match about $22,510 at 4% or $15,006 at 6%; with 100% employer match about $16,882 at 4% or $11,255 at 6%.
Athol Credit Union 401K Plan-35$643,579$47,270$1,351iApproximate average salary by contribution assumption: employee only about $33,764 at 4% or $22,510 at 6%; with 50% employer match about $22,510 at 4% or $15,006 at 6%; with 100% employer match about $16,882 at 4% or $11,255 at 6%.
2016135$595,051$41,720$1,192iApproximate average salary by contribution assumption: employee only about $29,800 at 4% or $19,867 at 6%; with 50% employer match about $19,867 at 4% or $13,244 at 6%; with 100% employer match about $14,900 at 4% or $9,933 at 6%.
Athol Credit Union 401K Plan-35$595,051$41,720$1,192iApproximate average salary by contribution assumption: employee only about $29,800 at 4% or $19,867 at 6%; with 50% employer match about $19,867 at 4% or $13,244 at 6%; with 100% employer match about $14,900 at 4% or $9,933 at 6%.
2015128$617,078$51,113$1,825iApproximate average salary by contribution assumption: employee only about $45,637 at 4% or $30,424 at 6%; with 50% employer match about $30,424 at 4% or $20,283 at 6%; with 100% employer match about $22,818 at 4% or $15,212 at 6%.
Athol Credit Union 401K Plan-28$617,078$51,113$1,825iApproximate average salary by contribution assumption: employee only about $45,637 at 4% or $30,424 at 6%; with 50% employer match about $30,424 at 4% or $20,283 at 6%; with 100% employer match about $22,818 at 4% or $15,212 at 6%.
2014135$656,103$46,935$1,341iApproximate average salary by contribution assumption: employee only about $33,525 at 4% or $22,350 at 6%; with 50% employer match about $22,350 at 4% or $14,900 at 6%; with 100% employer match about $16,763 at 4% or $11,175 at 6%.
Athol Credit Union 401K Plan-35$656,103$46,935$1,341iApproximate average salary by contribution assumption: employee only about $33,525 at 4% or $22,350 at 6%; with 50% employer match about $22,350 at 4% or $14,900 at 6%; with 100% employer match about $16,763 at 4% or $11,175 at 6%.
2013135$619,158$49,177$1,405iApproximate average salary by contribution assumption: employee only about $35,126 at 4% or $23,418 at 6%; with 50% employer match about $23,418 at 4% or $15,612 at 6%; with 100% employer match about $17,563 at 4% or $11,709 at 6%.
Athol Credit Union 401K Plan-35$619,158$49,177$1,405iApproximate average salary by contribution assumption: employee only about $35,126 at 4% or $23,418 at 6%; with 50% employer match about $23,418 at 4% or $15,612 at 6%; with 100% employer match about $17,563 at 4% or $11,709 at 6%.
2012133$637,791$49,296$1,494iApproximate average salary by contribution assumption: employee only about $37,345 at 4% or $24,897 at 6%; with 50% employer match about $24,897 at 4% or $16,598 at 6%; with 100% employer match about $18,673 at 4% or $12,448 at 6%.
Athol Credit Union 401K Plan-33$637,791$49,296$1,494iApproximate average salary by contribution assumption: employee only about $37,345 at 4% or $24,897 at 6%; with 50% employer match about $24,897 at 4% or $16,598 at 6%; with 100% employer match about $18,673 at 4% or $12,448 at 6%.
2011125$565,680$46,535$1,861iApproximate average salary by contribution assumption: employee only about $46,535 at 4% or $31,023 at 6%; with 50% employer match about $31,023 at 4% or $20,682 at 6%; with 100% employer match about $23,268 at 4% or $15,512 at 6%.
Athol Credit Union 401K Plan-25$565,680$46,535$1,861iApproximate average salary by contribution assumption: employee only about $46,535 at 4% or $31,023 at 6%; with 50% employer match about $31,023 at 4% or $20,682 at 6%; with 100% employer match about $23,268 at 4% or $15,512 at 6%.
2010122$1,131,019$57,813$2,628iApproximate average salary by contribution assumption: employee only about $65,697 at 4% or $43,798 at 6%; with 50% employer match about $43,798 at 4% or $29,198 at 6%; with 100% employer match about $32,848 at 4% or $21,899 at 6%.
Athol Credit Union 401K Plan-22$1,131,019$57,813$2,628iApproximate average salary by contribution assumption: employee only about $65,697 at 4% or $43,798 at 6%; with 50% employer match about $43,798 at 4% or $29,198 at 6%; with 100% employer match about $32,848 at 4% or $21,899 at 6%.
2009117$1,078,218$70,318$4,136iApproximate average salary by contribution assumption: employee only about $103,409 at 4% or $68,939 at 6%; with 50% employer match about $68,939 at 4% or $45,959 at 6%; with 100% employer match about $51,704 at 4% or $34,470 at 6%.
Athol Credit Union 401K Plan-17$1,078,218$70,318$4,136iApproximate average salary by contribution assumption: employee only about $103,409 at 4% or $68,939 at 6%; with 50% employer match about $68,939 at 4% or $45,959 at 6%; with 100% employer match about $51,704 at 4% or $34,470 at 6%.
2008118$906,070$56,927$3,163iApproximate average salary by contribution assumption: employee only about $79,065 at 4% or $52,710 at 6%; with 50% employer match about $52,710 at 4% or $35,140 at 6%; with 100% employer match about $39,533 at 4% or $26,355 at 6%.
Athol Credit Union 401K Plan-18$906,070$56,927$3,163iApproximate average salary by contribution assumption: employee only about $79,065 at 4% or $52,710 at 6%; with 50% employer match about $52,710 at 4% or $35,140 at 6%; with 100% employer match about $39,533 at 4% or $26,355 at 6%.
2007115$1,142,841$61,063$4,071iApproximate average salary by contribution assumption: employee only about $101,772 at 4% or $67,848 at 6%; with 50% employer match about $67,848 at 4% or $45,232 at 6%; with 100% employer match about $50,886 at 4% or $33,924 at 6%.
Athol Credit Union 401K Plan-15$1,142,841$61,063$4,071iApproximate average salary by contribution assumption: employee only about $101,772 at 4% or $67,848 at 6%; with 50% employer match about $67,848 at 4% or $45,232 at 6%; with 100% employer match about $50,886 at 4% or $33,924 at 6%.
2006114$1,127,547$93,849$6,704iApproximate average salary by contribution assumption: employee only about $167,588 at 4% or $111,725 at 6%; with 50% employer match about $111,725 at 4% or $74,483 at 6%; with 100% employer match about $83,794 at 4% or $55,863 at 6%.
Athol Credit Union 401K Plan-14$1,127,547$93,849$6,704iApproximate average salary by contribution assumption: employee only about $167,588 at 4% or $111,725 at 6%; with 50% employer match about $111,725 at 4% or $74,483 at 6%; with 100% employer match about $83,794 at 4% or $55,863 at 6%.
2005112$1,044,973$165,641$13,803iApproximate average salary by contribution assumption: employee only about $345,085 at 4% or $230,057 at 6%; with 50% employer match about $230,057 at 4% or $153,371 at 6%; with 100% employer match about $172,543 at 4% or $115,028 at 6%.
Athol Credit Union 401K Plan-12$1,044,973$165,641$13,803iApproximate average salary by contribution assumption: employee only about $345,085 at 4% or $230,057 at 6%; with 50% employer match about $230,057 at 4% or $153,371 at 6%; with 100% employer match about $172,543 at 4% or $115,028 at 6%.
2004114$935,623$87,524$6,252iApproximate average salary by contribution assumption: employee only about $156,293 at 4% or $104,195 at 6%; with 50% employer match about $104,195 at 4% or $69,463 at 6%; with 100% employer match about $78,146 at 4% or $52,098 at 6%.
Athol Credit Union 401K Plan-14$935,623$87,524$6,252iApproximate average salary by contribution assumption: employee only about $156,293 at 4% or $104,195 at 6%; with 50% employer match about $104,195 at 4% or $69,463 at 6%; with 100% employer match about $78,146 at 4% or $52,098 at 6%.
2003212$908,023$103,943$8,662iApproximate average salary by contribution assumption: employee only about $216,548 at 4% or $144,365 at 6%; with 50% employer match about $144,365 at 4% or $96,244 at 6%; with 100% employer match about $108,274 at 4% or $72,183 at 6%.
Athol Credit Union 401K Plan-12$908,023$26,428$2,202iApproximate average salary by contribution assumption: employee only about $55,058 at 4% or $36,706 at 6%; with 50% employer match about $36,706 at 4% or $24,470 at 6%; with 100% employer match about $27,529 at 4% or $18,353 at 6%.
Athol Credit Union Money Purchase Plan-0-$77,515-
2002215$725,079$87,785$5,852iApproximate average salary by contribution assumption: employee only about $146,308 at 4% or $97,539 at 6%; with 50% employer match about $97,539 at 4% or $65,026 at 6%; with 100% employer match about $73,154 at 4% or $48,769 at 6%.
Athol Credit Union Money Purchase Plan-15$659,172$63,730$4,249iApproximate average salary by contribution assumption: employee only about $106,217 at 4% or $70,811 at 6%; with 50% employer match about $70,811 at 4% or $47,207 at 6%; with 100% employer match about $53,108 at 4% or $35,406 at 6%.
Athol Credit Union 401K Plan-15$65,907$24,055$1,604iApproximate average salary by contribution assumption: employee only about $40,092 at 4% or $26,728 at 6%; with 50% employer match about $26,728 at 4% or $17,819 at 6%; with 100% employer match about $20,046 at 4% or $13,364 at 6%.
2001212$0$0-
Athol Credit Union 401K Plan-12---
Athol Credit Union Money Purchase Plan-12---
199929$1,307,648$367,883$40,876iApproximate average salary by contribution assumption: employee only about $1,021,897 at 4% or $681,265 at 6%; with 50% employer match about $681,265 at 4% or $454,177 at 6%; with 100% employer match about $510,949 at 4% or $340,632 at 6%.
Athol Credit Union Money Purchase Plan-9$1,294,002$354,926$39,436iApproximate average salary by contribution assumption: employee only about $985,906 at 4% or $657,270 at 6%; with 50% employer match about $657,270 at 4% or $438,180 at 6%; with 100% employer match about $492,953 at 4% or $328,635 at 6%.
Athol Credit Union 401K Plan-9$13,646$12,957$1,440iApproximate average salary by contribution assumption: employee only about $35,992 at 4% or $23,994 at 6%; with 50% employer match about $23,994 at 4% or $15,996 at 6%; with 100% employer match about $17,996 at 4% or $11,997 at 6%.
Athol Credit Union | EIN 04-1046540 | 2024 Form 5500 Company Profile