Acton Medical Associates, P.C. 401(k) Profit Sharing Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Acton Medical Associates, P.C. · Massachusetts · Healthcare & Social Assistance
What the 2023 filing shows
Acton Medical Associates, P.C. 401(k) Profit Sharing Plan holds $37M for 163 participants — about $224,834 per participant, down 15.3% over the 2022 plan year.
- $37M
- total plan assets (2022 EOY)
- 163
- covered participants
- $224,834
- avg assets per participant
- -15.3%
- assets change YoY
The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Acton Medical Associates, P.C. 401(k) Profit Sharing Plan
Acton Medical Associates, P.C. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Acton Medical Associates, P.C., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 163 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 043038356, and the plan has been effective since 1989-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $43M at the beginning of 2022 to $37M at year-end — a decline of 15.3%. Net assets (after liabilities) closed the year at $37M, with reported net income of $-6,636,311 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $43M |
| Total Assets (End of Year) | $37M |
| Net Assets (End of Year) | $37M |
| Net Income | $-6,636,311 |
| Plan Type | 401(k) |
| Employer EIN | 043038356 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Acton Medical Associates, P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $37M |
| 2023 | 1 | 197 | $38M |
| 2024 | 1 | 201 | $38M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Related Data
Guides
Frequently Asked Questions
How much money is in the Acton Medical Associates, P.C. 401(k) Profit Sharing Plan? ▼
What type of plan is Acton Medical Associates, P.C. 401(k) Profit Sharing Plan? ▼
Who sponsors the Acton Medical Associates, P.C. 401(k) Profit Sharing Plan? ▼
How did Acton Medical Associates, P.C. 401(k) Profit Sharing Plan perform in 2022? ▼
Where can I find official filings for Acton Medical Associates, P.C. 401(k) Profit Sharing Plan? ▼
How does Acton Medical Associates, P.C. 401(k) Profit Sharing Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 043038356.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.