Civic Intelligence

Southbridge Credit Union

Plan context: Southbridge Credit Union 401(K) Plan

EIN 04-2023790 • Southbridge, MA • 39 filings • 4 plans

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205 Main StreetSouthbridge, MA 01550
Current Snapshot

Latest Year

2025

2025 Participants

54

2025 Assets

$7,924,563

2025 Contributions

$368,452

Historical Graphs

Total Assets Over Time

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

$7,924,563$3,962,282$0199920122025YearValue
$7,924,563Latest year 2025

Participants Over Time

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

61310199920122025YearValue
54Latest year 2025

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
2025154$7,924,563$368,452$6,823iApproximate average salary by contribution assumption: employee only about $170,580 at 4% or $113,720 at 6%; with 50% employer match about $113,720 at 4% or $75,813 at 6%; with 100% employer match about $85,290 at 4% or $56,860 at 6%.
Southbridge Credit Union 401(K) Plan-54$7,924,563$368,452$6,823iApproximate average salary by contribution assumption: employee only about $170,580 at 4% or $113,720 at 6%; with 50% employer match about $113,720 at 4% or $75,813 at 6%; with 100% employer match about $85,290 at 4% or $56,860 at 6%.
2024153$6,809,561$481,721$9,089iApproximate average salary by contribution assumption: employee only about $227,227 at 4% or $151,485 at 6%; with 50% employer match about $151,485 at 4% or $100,990 at 6%; with 100% employer match about $113,613 at 4% or $75,742 at 6%.
Southbridge Credit Union 401(K) Plan-53$6,809,561$481,721$9,089iApproximate average salary by contribution assumption: employee only about $227,227 at 4% or $151,485 at 6%; with 50% employer match about $151,485 at 4% or $100,990 at 6%; with 100% employer match about $113,613 at 4% or $75,742 at 6%.
2023151$5,699,483$302,113$5,924iApproximate average salary by contribution assumption: employee only about $148,095 at 4% or $98,730 at 6%; with 50% employer match about $98,730 at 4% or $65,820 at 6%; with 100% employer match about $74,047 at 4% or $49,365 at 6%.
Southbridge Credit Union 401(K) Plan-51$5,699,483$302,113$5,924iApproximate average salary by contribution assumption: employee only about $148,095 at 4% or $98,730 at 6%; with 50% employer match about $98,730 at 4% or $65,820 at 6%; with 100% employer match about $74,047 at 4% or $49,365 at 6%.
2022149$4,951,568$279,444$5,703iApproximate average salary by contribution assumption: employee only about $142,573 at 4% or $95,049 at 6%; with 50% employer match about $95,049 at 4% or $63,366 at 6%; with 100% employer match about $71,287 at 4% or $47,524 at 6%.
Southbridge Credit Union 401(K) Plan-49$4,951,568$279,444$5,703iApproximate average salary by contribution assumption: employee only about $142,573 at 4% or $95,049 at 6%; with 50% employer match about $95,049 at 4% or $63,366 at 6%; with 100% employer match about $71,287 at 4% or $47,524 at 6%.
2021152$6,322,610$261,671$5,032iApproximate average salary by contribution assumption: employee only about $125,803 at 4% or $83,869 at 6%; with 50% employer match about $83,869 at 4% or $55,913 at 6%; with 100% employer match about $62,902 at 4% or $41,934 at 6%.
Southbridge Credit Union 401(K) Plan-52$6,322,610$261,671$5,032iApproximate average salary by contribution assumption: employee only about $125,803 at 4% or $83,869 at 6%; with 50% employer match about $83,869 at 4% or $55,913 at 6%; with 100% employer match about $62,902 at 4% or $41,934 at 6%.
2020153$5,771,550$286,453$5,405iApproximate average salary by contribution assumption: employee only about $135,119 at 4% or $90,080 at 6%; with 50% employer match about $90,080 at 4% or $60,053 at 6%; with 100% employer match about $67,560 at 4% or $45,040 at 6%.
Southbridge Credit Union 401(K) Plan-53$5,771,550$286,453$5,405iApproximate average salary by contribution assumption: employee only about $135,119 at 4% or $90,080 at 6%; with 50% employer match about $90,080 at 4% or $60,053 at 6%; with 100% employer match about $67,560 at 4% or $45,040 at 6%.
2019152$5,274,292$241,589$4,646iApproximate average salary by contribution assumption: employee only about $116,149 at 4% or $77,432 at 6%; with 50% employer match about $77,432 at 4% or $51,622 at 6%; with 100% employer match about $58,074 at 4% or $38,716 at 6%.
Southbridge Credit Union 401(K) Plan-52$5,274,292$241,589$4,646iApproximate average salary by contribution assumption: employee only about $116,149 at 4% or $77,432 at 6%; with 50% employer match about $77,432 at 4% or $51,622 at 6%; with 100% employer match about $58,074 at 4% or $38,716 at 6%.
2018149$4,221,855$236,824$4,833iApproximate average salary by contribution assumption: employee only about $120,829 at 4% or $80,552 at 6%; with 50% employer match about $80,552 at 4% or $53,702 at 6%; with 100% employer match about $60,414 at 4% or $40,276 at 6%.
Southbridge Credit Union 401(K) Plan-49$4,221,855$236,824$4,833iApproximate average salary by contribution assumption: employee only about $120,829 at 4% or $80,552 at 6%; with 50% employer match about $80,552 at 4% or $53,702 at 6%; with 100% employer match about $60,414 at 4% or $40,276 at 6%.
2017150$5,180,640$275,450$5,509iApproximate average salary by contribution assumption: employee only about $137,725 at 4% or $91,817 at 6%; with 50% employer match about $91,817 at 4% or $61,211 at 6%; with 100% employer match about $68,863 at 4% or $45,908 at 6%.
Southbridge Credit Union 401(K) Plan-50$5,180,640$275,450$5,509iApproximate average salary by contribution assumption: employee only about $137,725 at 4% or $91,817 at 6%; with 50% employer match about $91,817 at 4% or $61,211 at 6%; with 100% employer match about $68,863 at 4% or $45,908 at 6%.
2016153$5,002,381$289,525$5,463iApproximate average salary by contribution assumption: employee only about $136,568 at 4% or $91,046 at 6%; with 50% employer match about $91,046 at 4% or $60,697 at 6%; with 100% employer match about $68,284 at 4% or $45,523 at 6%.
Southbridge Credit Union 401(K) Plan-53$5,002,381$289,525$5,463iApproximate average salary by contribution assumption: employee only about $136,568 at 4% or $91,046 at 6%; with 50% employer match about $91,046 at 4% or $60,697 at 6%; with 100% employer match about $68,284 at 4% or $45,523 at 6%.
2015153$4,644,531$301,014$5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,658 at 6%; with 50% employer match about $94,658 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%.
Southbridge Credit Union 401(K) Plan-53$4,644,531$301,014$5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,658 at 6%; with 50% employer match about $94,658 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%.
2014147$4,770,325$332,025$7,064iApproximate average salary by contribution assumption: employee only about $176,609 at 4% or $117,739 at 6%; with 50% employer match about $117,739 at 4% or $78,493 at 6%; with 100% employer match about $88,305 at 4% or $58,870 at 6%.
Southbridge Credit Union 401(K) Plan-47$4,770,325$332,025$7,064iApproximate average salary by contribution assumption: employee only about $176,609 at 4% or $117,739 at 6%; with 50% employer match about $117,739 at 4% or $78,493 at 6%; with 100% employer match about $88,305 at 4% or $58,870 at 6%.
2013161$4,488,718$315,665$5,175iApproximate average salary by contribution assumption: employee only about $129,371 at 4% or $86,247 at 6%; with 50% employer match about $86,247 at 4% or $57,498 at 6%; with 100% employer match about $64,685 at 4% or $43,124 at 6%.
Southbridge Credit Union 401(K) Plan-61$4,488,718$315,665$5,175iApproximate average salary by contribution assumption: employee only about $129,371 at 4% or $86,247 at 6%; with 50% employer match about $86,247 at 4% or $57,498 at 6%; with 100% employer match about $64,685 at 4% or $43,124 at 6%.
2012155$3,612,898$288,029$5,237iApproximate average salary by contribution assumption: employee only about $130,922 at 4% or $87,282 at 6%; with 50% employer match about $87,282 at 4% or $58,188 at 6%; with 100% employer match about $65,461 at 4% or $43,641 at 6%.
Southbridge Credit Union 401(K) Plan-55$3,612,898$288,029$5,237iApproximate average salary by contribution assumption: employee only about $130,922 at 4% or $87,282 at 6%; with 50% employer match about $87,282 at 4% or $58,188 at 6%; with 100% employer match about $65,461 at 4% or $43,641 at 6%.
2011156$3,061,081$309,198$5,521iApproximate average salary by contribution assumption: employee only about $138,035 at 4% or $92,023 at 6%; with 50% employer match about $92,023 at 4% or $61,349 at 6%; with 100% employer match about $69,017 at 4% or $46,012 at 6%.
Southbridge Credit Union 401(K) Plan-56$3,061,081$309,198$5,521iApproximate average salary by contribution assumption: employee only about $138,035 at 4% or $92,023 at 6%; with 50% employer match about $92,023 at 4% or $61,349 at 6%; with 100% employer match about $69,017 at 4% or $46,012 at 6%.
2010247$3,207,920$391,976$8,340iApproximate average salary by contribution assumption: employee only about $208,498 at 4% or $138,999 at 6%; with 50% employer match about $138,999 at 4% or $92,666 at 6%; with 100% employer match about $104,249 at 4% or $69,499 at 6%.
Southbridge Credit Union 401(K) Plan-47$3,207,920$308,643$6,567iApproximate average salary by contribution assumption: employee only about $164,172 at 4% or $109,448 at 6%; with 50% employer match about $109,448 at 4% or $72,965 at 6%; with 100% employer match about $82,086 at 4% or $54,724 at 6%.
Southbridge Credit Union Money Purchase Plan-0-$83,333-
2009251$3,267,508$238,335$4,673iApproximate average salary by contribution assumption: employee only about $116,831 at 4% or $77,887 at 6%; with 50% employer match about $77,887 at 4% or $51,925 at 6%; with 100% employer match about $58,415 at 4% or $38,944 at 6%.
Southbridge Credit Union Money Purchase Plan-51$2,029,884$98,664$1,935iApproximate average salary by contribution assumption: employee only about $48,365 at 4% or $32,243 at 6%; with 50% employer match about $32,243 at 4% or $21,495 at 6%; with 100% employer match about $24,182 at 4% or $16,122 at 6%.
Southbridge Credit Union 401(K) Plan-51$1,237,624$139,671$2,739iApproximate average salary by contribution assumption: employee only about $68,466 at 4% or $45,644 at 6%; with 50% employer match about $45,644 at 4% or $30,429 at 6%; with 100% employer match about $34,233 at 4% or $22,822 at 6%.
2008248$2,472,330$239,781$4,995iApproximate average salary by contribution assumption: employee only about $124,886 at 4% or $83,257 at 6%; with 50% employer match about $83,257 at 4% or $55,505 at 6%; with 100% employer match about $62,443 at 4% or $41,629 at 6%.
Southbridge Credit Union Money Purchase Plan-48$1,615,754$92,710$1,931iApproximate average salary by contribution assumption: employee only about $48,286 at 4% or $32,191 at 6%; with 50% employer match about $32,191 at 4% or $21,461 at 6%; with 100% employer match about $24,143 at 4% or $16,095 at 6%.
Southbridge Credit Union 401(K) Plan-48$856,576$147,071$3,064iApproximate average salary by contribution assumption: employee only about $76,599 at 4% or $51,066 at 6%; with 50% employer match about $51,066 at 4% or $34,044 at 6%; with 100% employer match about $38,300 at 4% or $25,533 at 6%.
2007249$3,573,685$224,796$4,588iApproximate average salary by contribution assumption: employee only about $114,692 at 4% or $76,461 at 6%; with 50% employer match about $76,461 at 4% or $50,974 at 6%; with 100% employer match about $57,346 at 4% or $38,231 at 6%.
Southbridge Credit Union Money Purchase Plan-49$2,360,958$87,644$1,789iApproximate average salary by contribution assumption: employee only about $44,716 at 4% or $29,811 at 6%; with 50% employer match about $29,811 at 4% or $19,874 at 6%; with 100% employer match about $22,358 at 4% or $14,905 at 6%.
Southbridge Credit Union 401(K) Plan-49$1,212,727$137,152$2,799iApproximate average salary by contribution assumption: employee only about $69,976 at 4% or $46,650 at 6%; with 50% employer match about $46,650 at 4% or $31,100 at 6%; with 100% employer match about $34,988 at 4% or $23,325 at 6%.
2006250$3,236,192$216,685$4,334iApproximate average salary by contribution assumption: employee only about $108,343 at 4% or $72,228 at 6%; with 50% employer match about $72,228 at 4% or $48,152 at 6%; with 100% employer match about $54,171 at 4% or $36,114 at 6%.
Southbridge Credit Union Money Purchase Plan-50$2,208,336$84,408$1,688iApproximate average salary by contribution assumption: employee only about $42,204 at 4% or $28,136 at 6%; with 50% employer match about $28,136 at 4% or $18,757 at 6%; with 100% employer match about $21,102 at 4% or $14,068 at 6%.
Southbridge Credit Union 401(K) Plan-50$1,027,856$132,277$2,646iApproximate average salary by contribution assumption: employee only about $66,139 at 4% or $44,092 at 6%; with 50% employer match about $44,092 at 4% or $29,395 at 6%; with 100% employer match about $33,069 at 4% or $22,046 at 6%.
2005247$2,716,915$189,102$4,023iApproximate average salary by contribution assumption: employee only about $100,586 at 4% or $67,057 at 6%; with 50% employer match about $67,057 at 4% or $44,705 at 6%; with 100% employer match about $50,293 at 4% or $33,529 at 6%.
Southbridge Credit Union Money Purchase Plan-47$1,929,969$69,406$1,477iApproximate average salary by contribution assumption: employee only about $36,918 at 4% or $24,612 at 6%; with 50% employer match about $24,612 at 4% or $16,408 at 6%; with 100% employer match about $18,459 at 4% or $12,306 at 6%.
Southbridge Credit Union 401(K) Plan-47$786,946$119,696$2,547iApproximate average salary by contribution assumption: employee only about $63,668 at 4% or $42,445 at 6%; with 50% employer match about $42,445 at 4% or $28,297 at 6%; with 100% employer match about $31,834 at 4% or $21,223 at 6%.
2004257$2,409,843$180,160$3,161iApproximate average salary by contribution assumption: employee only about $79,018 at 4% or $52,678 at 6%; with 50% employer match about $52,678 at 4% or $35,119 at 6%; with 100% employer match about $39,509 at 4% or $26,339 at 6%.
Southbridge Credit Union Money Purchase Plan-57$1,797,422$71,639$1,257iApproximate average salary by contribution assumption: employee only about $31,421 at 4% or $20,947 at 6%; with 50% employer match about $20,947 at 4% or $13,965 at 6%; with 100% employer match about $15,710 at 4% or $10,474 at 6%.
Southbridge Credit Union 401(K) Plan-57$612,421$108,521$1,904iApproximate average salary by contribution assumption: employee only about $47,597 at 4% or $31,731 at 6%; with 50% employer match about $31,731 at 4% or $21,154 at 6%; with 100% employer match about $23,798 at 4% or $15,866 at 6%.
2003252$2,116,036$159,379$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,055 at 6%; with 100% employer match about $38,312 at 4% or $25,542 at 6%.
Southbridge Credit Union Money Purchase Plan-52$1,658,530$63,538$1,222iApproximate average salary by contribution assumption: employee only about $30,547 at 4% or $20,365 at 6%; with 50% employer match about $20,365 at 4% or $13,576 at 6%; with 100% employer match about $15,274 at 4% or $10,182 at 6%.
Southbridge Credit Union 401(K) Plan-52$457,506$95,841$1,843iApproximate average salary by contribution assumption: employee only about $46,077 at 4% or $30,718 at 6%; with 50% employer match about $30,718 at 4% or $20,479 at 6%; with 100% employer match about $23,039 at 4% or $15,359 at 6%.
2002248$1,665,280$156,124$3,253iApproximate average salary by contribution assumption: employee only about $81,315 at 4% or $54,210 at 6%; with 50% employer match about $54,210 at 4% or $36,140 at 6%; with 100% employer match about $40,657 at 4% or $27,105 at 6%.
Southbridge Credit Union Money Purchase Plan-47$1,364,811$61,923$1,318iApproximate average salary by contribution assumption: employee only about $32,938 at 4% or $21,959 at 6%; with 50% employer match about $21,959 at 4% or $14,639 at 6%; with 100% employer match about $16,469 at 4% or $10,979 at 6%.
Southbridge Credit Union 401(K) Plan-48$300,469$94,201$1,963iApproximate average salary by contribution assumption: employee only about $49,063 at 4% or $32,709 at 6%; with 50% employer match about $32,709 at 4% or $21,806 at 6%; with 100% employer match about $24,532 at 4% or $16,354 at 6%.
2001246$2,203,998$155,463$3,380iApproximate average salary by contribution assumption: employee only about $84,491 at 4% or $56,327 at 6%; with 50% employer match about $56,327 at 4% or $37,551 at 6%; with 100% employer match about $42,245 at 4% or $28,164 at 6%.
Southbridge Credit Union Money Purchase Plan-46$1,886,062$63,296$1,376iApproximate average salary by contribution assumption: employee only about $34,400 at 4% or $22,933 at 6%; with 50% employer match about $22,933 at 4% or $15,289 at 6%; with 100% employer match about $17,200 at 4% or $11,467 at 6%.
Southbridge Credit Union 401(K) Plan-46$317,936$92,167$2,004iApproximate average salary by contribution assumption: employee only about $50,091 at 4% or $33,394 at 6%; with 50% employer match about $33,394 at 4% or $22,263 at 6%; with 100% employer match about $25,045 at 4% or $16,697 at 6%.
2000246$2,468,090$128,230$2,788iApproximate average salary by contribution assumption: employee only about $69,690 at 4% or $46,460 at 6%; with 50% employer match about $46,460 at 4% or $30,973 at 6%; with 100% employer match about $34,845 at 4% or $23,230 at 6%.
Southbridge Credit Union Money Purchase Plan-46$2,195,567$41,955$912iApproximate average salary by contribution assumption: employee only about $22,802 at 4% or $15,201 at 6%; with 50% employer match about $15,201 at 4% or $10,134 at 6%; with 100% employer match about $11,401 at 4% or $7,601 at 6%.
Southbridge Credit Union 401(K) Plan-46$272,523$86,275$1,876iApproximate average salary by contribution assumption: employee only about $46,889 at 4% or $31,259 at 6%; with 50% employer match about $31,259 at 4% or $20,839 at 6%; with 100% employer match about $23,444 at 4% or $15,630 at 6%.
1999251$2,553,618$136,934$2,685iApproximate average salary by contribution assumption: employee only about $67,125 at 4% or $44,750 at 6%; with 50% employer match about $44,750 at 4% or $29,833 at 6%; with 100% employer match about $33,562 at 4% or $22,375 at 6%.
Southbridge Credit Union Money Purchase Plan-46$2,345,447$56,166$1,221iApproximate average salary by contribution assumption: employee only about $30,525 at 4% or $20,350 at 6%; with 50% employer match about $20,350 at 4% or $13,567 at 6%; with 100% employer match about $15,263 at 4% or $10,175 at 6%.
Southbridge Credit Union 401(K) Plan-51$208,171$80,768$1,584iApproximate average salary by contribution assumption: employee only about $39,592 at 4% or $26,395 at 6%; with 50% employer match about $26,395 at 4% or $17,597 at 6%; with 100% employer match about $19,796 at 4% or $13,197 at 6%.