Tremont Credit Union
Plan context: Tremont Credit Union 401K Plan and Trust
EIN 04-3414490 • Milton, MA • 51 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
48
2024 Assets
$7,354,359
2024 Contributions
$297,922
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 48 | $7,354,359 | $297,922 | $6,207iApproximate average salary by contribution assumption: employee only about $155,168 at 4% or $103,445 at 6%; with 50% employer match about $103,445 at 4% or $68,963 at 6%; with 100% employer match about $77,584 at 4% or $51,723 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 48 | $5,007,495 | $297,922 | $6,207iApproximate average salary by contribution assumption: employee only about $155,168 at 4% or $103,445 at 6%; with 50% employer match about $103,445 at 4% or $68,963 at 6%; with 100% employer match about $77,584 at 4% or $51,723 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 16 | $2,346,864 | $0 | - |
| 2023 | 2 | 52 | $6,677,439 | $364,559 | $7,011iApproximate average salary by contribution assumption: employee only about $175,269 at 4% or $116,846 at 6%; with 50% employer match about $116,846 at 4% or $77,897 at 6%; with 100% employer match about $87,634 at 4% or $58,423 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 52 | $4,483,535 | $364,559 | $7,011iApproximate average salary by contribution assumption: employee only about $175,269 at 4% or $116,846 at 6%; with 50% employer match about $116,846 at 4% or $77,897 at 6%; with 100% employer match about $87,634 at 4% or $58,423 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 16 | $2,193,904 | $0 | - |
| 2022 | 2 | 56 | $5,861,765 | $349,006 | $6,232iApproximate average salary by contribution assumption: employee only about $155,806 at 4% or $103,871 at 6%; with 50% employer match about $103,871 at 4% or $69,247 at 6%; with 100% employer match about $77,903 at 4% or $51,935 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 56 | $3,888,975 | $349,006 | $6,232iApproximate average salary by contribution assumption: employee only about $155,806 at 4% or $103,871 at 6%; with 50% employer match about $103,871 at 4% or $69,247 at 6%; with 100% employer match about $77,903 at 4% or $51,935 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 17 | $1,972,790 | $0 | - |
| 2021 | 2 | 61 | $7,293,610 | $1,196,400 | $19,613iApproximate average salary by contribution assumption: employee only about $490,328 at 4% or $326,885 at 6%; with 50% employer match about $326,885 at 4% or $217,923 at 6%; with 100% employer match about $245,164 at 4% or $163,443 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 61 | $4,842,667 | $1,196,400 | $19,613iApproximate average salary by contribution assumption: employee only about $490,328 at 4% or $326,885 at 6%; with 50% employer match about $326,885 at 4% or $217,923 at 6%; with 100% employer match about $245,164 at 4% or $163,443 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 18 | $2,450,943 | $0 | - |
| 2020 | 2 | 57 | $5,711,475 | $445,899 | $7,823iApproximate average salary by contribution assumption: employee only about $195,570 at 4% or $130,380 at 6%; with 50% employer match about $130,380 at 4% or $86,920 at 6%; with 100% employer match about $97,785 at 4% or $65,190 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 57 | $3,345,811 | $445,899 | $7,823iApproximate average salary by contribution assumption: employee only about $195,570 at 4% or $130,380 at 6%; with 50% employer match about $130,380 at 4% or $86,920 at 6%; with 100% employer match about $97,785 at 4% or $65,190 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 19 | $2,365,664 | $0 | - |
| 2019 | 2 | 56 | $5,003,823 | $420,338 | $7,506iApproximate average salary by contribution assumption: employee only about $187,651 at 4% or $125,101 at 6%; with 50% employer match about $125,101 at 4% or $83,400 at 6%; with 100% employer match about $93,825 at 4% or $62,550 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 56 | $2,798,031 | $370,338 | $6,613iApproximate average salary by contribution assumption: employee only about $165,329 at 4% or $110,220 at 6%; with 50% employer match about $110,220 at 4% or $73,480 at 6%; with 100% employer match about $82,665 at 4% or $55,110 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 21 | $2,205,792 | $50,000 | $2,381iApproximate average salary by contribution assumption: employee only about $59,524 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,455 at 6%; with 100% employer match about $29,762 at 4% or $19,841 at 6%. |
| 2018 | 2 | 48 | $3,720,250 | $330,100 | $6,877iApproximate average salary by contribution assumption: employee only about $171,927 at 4% or $114,618 at 6%; with 50% employer match about $114,618 at 4% or $76,412 at 6%; with 100% employer match about $85,964 at 4% or $57,309 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 48 | $1,988,736 | $330,100 | $6,877iApproximate average salary by contribution assumption: employee only about $171,927 at 4% or $114,618 at 6%; with 50% employer match about $114,618 at 4% or $76,412 at 6%; with 100% employer match about $85,964 at 4% or $57,309 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 21 | $1,731,514 | $0 | - |
| 2017 | 2 | 41 | $3,880,308 | $314,091 | $7,661iApproximate average salary by contribution assumption: employee only about $191,519 at 4% or $127,679 at 6%; with 50% employer match about $127,679 at 4% or $85,120 at 6%; with 100% employer match about $95,759 at 4% or $63,840 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 41 | $1,969,939 | $314,091 | $7,661iApproximate average salary by contribution assumption: employee only about $191,519 at 4% or $127,679 at 6%; with 50% employer match about $127,679 at 4% or $85,120 at 6%; with 100% employer match about $95,759 at 4% or $63,840 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 21 | $1,910,369 | $0 | - |
| 2016 | 2 | 40 | $3,283,291 | $1,266,592 | $31,665iApproximate average salary by contribution assumption: employee only about $791,620 at 4% or $527,747 at 6%; with 50% employer match about $527,747 at 4% or $351,831 at 6%; with 100% employer match about $395,810 at 4% or $263,873 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 22 | $1,744,290 | $684,517 | $31,114iApproximate average salary by contribution assumption: employee only about $777,860 at 4% or $518,573 at 6%; with 50% employer match about $518,573 at 4% or $345,716 at 6%; with 100% employer match about $388,930 at 4% or $259,287 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 40 | $1,539,001 | $582,075 | $14,552iApproximate average salary by contribution assumption: employee only about $363,797 at 4% or $242,531 at 6%; with 50% employer match about $242,531 at 4% or $161,688 at 6%; with 100% employer match about $181,898 at 4% or $121,266 at 6%. |
| 2015 | 2 | 36 | $2,282,912 | $182,838 | $5,079iApproximate average salary by contribution assumption: employee only about $126,971 at 4% or $84,647 at 6%; with 50% employer match about $84,647 at 4% or $56,431 at 6%; with 100% employer match about $63,485 at 4% or $42,324 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 36 | $1,248,012 | $178,070 | $4,946iApproximate average salary by contribution assumption: employee only about $123,660 at 4% or $82,440 at 6%; with 50% employer match about $82,440 at 4% or $54,960 at 6%; with 100% employer match about $61,830 at 4% or $41,220 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 23 | $1,034,900 | $4,768 | $207iApproximate average salary by contribution assumption: employee only about $5,183 at 4% or $3,455 at 6%; with 50% employer match about $3,455 at 4% or $2,303 at 6%; with 100% employer match about $2,591 at 4% or $1,728 at 6%. |
| 2014 | 2 | 41 | $2,614,413 | $67,013 | $1,634iApproximate average salary by contribution assumption: employee only about $40,862 at 4% or $27,241 at 6%; with 50% employer match about $27,241 at 4% or $18,161 at 6%; with 100% employer match about $20,431 at 4% or $13,621 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 41 | $1,356,714 | $57,697 | $1,407iApproximate average salary by contribution assumption: employee only about $35,181 at 4% or $23,454 at 6%; with 50% employer match about $23,454 at 4% or $15,636 at 6%; with 100% employer match about $17,591 at 4% or $11,727 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 28 | $1,257,699 | $9,316 | $333iApproximate average salary by contribution assumption: employee only about $8,318 at 4% or $5,545 at 6%; with 50% employer match about $5,545 at 4% or $3,697 at 6%; with 100% employer match about $4,159 at 4% or $2,773 at 6%. |
| 2013 | 2 | 35 | $2,795,973 | $45,454 | $1,299iApproximate average salary by contribution assumption: employee only about $32,467 at 4% or $21,645 at 6%; with 50% employer match about $21,645 at 4% or $14,430 at 6%; with 100% employer match about $16,234 at 4% or $10,822 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 35 | $1,412,424 | $45,454 | $1,299iApproximate average salary by contribution assumption: employee only about $32,467 at 4% or $21,645 at 6%; with 50% employer match about $21,645 at 4% or $14,430 at 6%; with 100% employer match about $16,234 at 4% or $10,822 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 30 | $1,383,549 | $0 | - |
| 2012 | 2 | 39 | $2,933,056 | $155,891 | $3,997iApproximate average salary by contribution assumption: employee only about $99,930 at 4% or $66,620 at 6%; with 50% employer match about $66,620 at 4% or $44,413 at 6%; with 100% employer match about $49,965 at 4% or $33,310 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 33 | $1,500,772 | $100,037 | $3,031iApproximate average salary by contribution assumption: employee only about $75,786 at 4% or $50,524 at 6%; with 50% employer match about $50,524 at 4% or $33,682 at 6%; with 100% employer match about $37,893 at 4% or $25,262 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 39 | $1,432,284 | $55,854 | $1,432iApproximate average salary by contribution assumption: employee only about $35,804 at 4% or $23,869 at 6%; with 50% employer match about $23,869 at 4% or $15,913 at 6%; with 100% employer match about $17,902 at 4% or $11,935 at 6%. |
| 2011 | 2 | 45 | $3,131,920 | $116,612 | $2,591iApproximate average salary by contribution assumption: employee only about $64,784 at 4% or $43,190 at 6%; with 50% employer match about $43,190 at 4% or $28,793 at 6%; with 100% employer match about $32,392 at 4% or $21,595 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 45 | $1,745,627 | $116,612 | $2,591iApproximate average salary by contribution assumption: employee only about $64,784 at 4% or $43,190 at 6%; with 50% employer match about $43,190 at 4% or $28,793 at 6%; with 100% employer match about $32,392 at 4% or $21,595 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 41 | $1,386,293 | $0 | - |
| 2010 | 2 | 56 | $4,426,546 | $223,011 | $3,982iApproximate average salary by contribution assumption: employee only about $99,558 at 4% or $66,372 at 6%; with 50% employer match about $66,372 at 4% or $44,248 at 6%; with 100% employer match about $49,779 at 4% or $33,186 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 56 | $2,410,953 | $219,222 | $3,915iApproximate average salary by contribution assumption: employee only about $97,867 at 4% or $65,245 at 6%; with 50% employer match about $65,245 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 54 | $2,015,593 | $3,789 | $70iApproximate average salary by contribution assumption: employee only about $1,754 at 4% or $1,169 at 6%; with 50% employer match about $1,169 at 4% or $780 at 6%; with 100% employer match about $877 at 4% or $585 at 6%. |
| 2009 | 2 | 58 | $5,111,190 | $518,574 | $8,941iApproximate average salary by contribution assumption: employee only about $223,523 at 4% or $149,016 at 6%; with 50% employer match about $149,016 at 4% or $99,344 at 6%; with 100% employer match about $111,762 at 4% or $74,508 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 52 | $2,710,042 | $237,001 | $4,558iApproximate average salary by contribution assumption: employee only about $113,943 at 4% or $75,962 at 6%; with 50% employer match about $75,962 at 4% or $50,641 at 6%; with 100% employer match about $56,971 at 4% or $37,981 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 58 | $2,401,148 | $281,573 | $4,855iApproximate average salary by contribution assumption: employee only about $121,368 at 4% or $80,912 at 6%; with 50% employer match about $80,912 at 4% or $53,941 at 6%; with 100% employer match about $60,684 at 4% or $40,456 at 6%. |
| 2008 | 2 | 47 | $4,014,405 | $614,141 | $13,067iApproximate average salary by contribution assumption: employee only about $326,671 at 4% or $217,780 at 6%; with 50% employer match about $217,780 at 4% or $145,187 at 6%; with 100% employer match about $163,335 at 4% or $108,890 at 6%. |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 46 | $2,160,589 | $491,819 | $10,692iApproximate average salary by contribution assumption: employee only about $267,293 at 4% or $178,195 at 6%; with 50% employer match about $178,195 at 4% or $118,797 at 6%; with 100% employer match about $133,646 at 4% or $89,098 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 47 | $1,853,816 | $122,322 | $2,603iApproximate average salary by contribution assumption: employee only about $65,065 at 4% or $43,377 at 6%; with 50% employer match about $43,377 at 4% or $28,918 at 6%; with 100% employer match about $32,532 at 4% or $21,688 at 6%. |
| 2007 | 2 | 49 | $0 | $0 | - |
| Tremont Credit Union 401K Plan and Trust | - | 49 | - | - | - |
| TREMONT CREDIT UNION RETIREMENT PENSION PLAN | - | 45 | - | - | - |
| 2006 | 2 | 48 | $4,060,425 | $592,954 | $12,353iApproximate average salary by contribution assumption: employee only about $308,830 at 4% or $205,887 at 6%; with 50% employer match about $205,887 at 4% or $137,258 at 6%; with 100% employer match about $154,415 at 4% or $102,943 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 48 | $2,212,875 | $273,126 | $5,690iApproximate average salary by contribution assumption: employee only about $142,253 at 4% or $94,835 at 6%; with 50% employer match about $94,835 at 4% or $63,224 at 6%; with 100% employer match about $71,127 at 4% or $47,418 at 6%. |
| TREMONT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | 46 | $1,847,550 | $319,828 | $6,953iApproximate average salary by contribution assumption: employee only about $173,820 at 4% or $115,880 at 6%; with 50% employer match about $115,880 at 4% or $77,253 at 6%; with 100% employer match about $86,910 at 4% or $57,940 at 6%. |
| 2005 | 2 | 47 | $3,343,388 | $463,759 | $9,867iApproximate average salary by contribution assumption: employee only about $246,680 at 4% or $164,454 at 6%; with 50% employer match about $164,454 at 4% or $109,636 at 6%; with 100% employer match about $123,340 at 4% or $82,227 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 47 | $1,838,767 | $237,923 | $5,062iApproximate average salary by contribution assumption: employee only about $126,555 at 4% or $84,370 at 6%; with 50% employer match about $84,370 at 4% or $56,247 at 6%; with 100% employer match about $63,277 at 4% or $42,185 at 6%. |
| TREMONT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | 47 | $1,504,621 | $225,836 | $4,805iApproximate average salary by contribution assumption: employee only about $120,126 at 4% or $80,084 at 6%; with 50% employer match about $80,084 at 4% or $53,389 at 6%; with 100% employer match about $60,063 at 4% or $40,042 at 6%. |
| 2004 | 2 | 48 | $2,876,194 | $427,473 | $8,906iApproximate average salary by contribution assumption: employee only about $222,642 at 4% or $148,428 at 6%; with 50% employer match about $148,428 at 4% or $98,952 at 6%; with 100% employer match about $111,321 at 4% or $74,214 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 48 | $1,621,256 | $227,800 | $4,746iApproximate average salary by contribution assumption: employee only about $118,646 at 4% or $79,097 at 6%; with 50% employer match about $79,097 at 4% or $52,731 at 6%; with 100% employer match about $59,323 at 4% or $39,549 at 6%. |
| TREMONT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | 47 | $1,254,938 | $199,673 | $4,248iApproximate average salary by contribution assumption: employee only about $106,209 at 4% or $70,806 at 6%; with 50% employer match about $70,806 at 4% or $47,204 at 6%; with 100% employer match about $53,105 at 4% or $35,403 at 6%. |
| 2003 | 2 | 46 | $0 | $0 | - |
| Tremont Credit Union 401K Plan and Trust | - | 46 | - | - | - |
| TREMONT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | 43 | - | - | - |
| 2002 | 2 | 46 | $1,048,253 | $192,006 | $4,174iApproximate average salary by contribution assumption: employee only about $104,351 at 4% or $69,567 at 6%; with 50% employer match about $69,567 at 4% or $46,378 at 6%; with 100% employer match about $52,176 at 4% or $34,784 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 46 | $1,048,253 | $192,006 | $4,174iApproximate average salary by contribution assumption: employee only about $104,351 at 4% or $69,567 at 6%; with 50% employer match about $69,567 at 4% or $46,378 at 6%; with 100% employer match about $52,176 at 4% or $34,784 at 6%. |
| TREMONT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | 44 | - | - | - |
| 2001 | 2 | 48 | $0 | $0 | - |
| TREMONT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | 38 | - | - | - |
| Tremont Credit Union 401K Plan and Trust | - | 48 | - | - | - |
| 2000 | 2 | 37 | $0 | $0 | - |
| Tremont Credit Union 401K Plan and Trust | - | 37 | - | - | - |
| TREMONT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | - | 37 | - | - | - |
| 1999 | 1 | 32 | $747,206 | $81,414 | $2,544iApproximate average salary by contribution assumption: employee only about $63,605 at 4% or $42,403 at 6%; with 50% employer match about $42,403 at 4% or $28,269 at 6%; with 100% employer match about $31,802 at 4% or $21,202 at 6%. |
| Tremont Credit Union 401K Plan and Trust | - | 32 | $747,206 | $81,414 | $2,544iApproximate average salary by contribution assumption: employee only about $63,605 at 4% or $42,403 at 6%; with 50% employer match about $42,403 at 4% or $28,269 at 6%; with 100% employer match about $31,802 at 4% or $21,202 at 6%. |