401(k) · DOL Form 5500 · 2022

Umass Memorial Shields Pharmacy LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,281
Participants Near avg headcount
86th
Percentile by assets National rank
$31,702
Avg per participant Low balance/head
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Official DOL plan name: Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan · Sponsored by Umass Memorial Shields Pharmacy LLC · Massachusetts · Retail Trade

$41M in assets, 1,281 participants

Umass Memorial Shields Pharmacy LLC's Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan reported $41M in total assets and 1,281 participants in its 2022 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,788 in Retail Trade (9,519 peers)

Where Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan sits by assets

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 1,281 participants (~$31,702/participant), up 23.4% in 2022.

#8,788
in Retail Trade (9,519 peers)
+23.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$40,610,645 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan lands in the large band (1,281 participants).

DOL schedule card

Filing strip 453841517 · Umass Memorial Shields Pharmacy LLC PY 2022 · 401(k)

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan · $41M · 1,281 · 86th

  • ASSETS $41M
  • ASSETS 1,281
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Ks Industries, LP 401(k) Plan
  • ASSETS ind #8788

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Massachusetts →

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lumsden & Mccormick, LLP 401(k) PlanLumsden & Mccormick, LLP 401…$41MUmass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing PlanUmass Memorial Shields Pharm…$41MKs Industries, LP 401(k) Plan$41MThe Hartz Mountain Corporation 401(k) PlanThe Hartz Mountain Corporati…$41MNine Energy Service 401(k) PlanNine Energy Service 401(k) P…$41M
End-of-year total assets ($M) among Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN453841517
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umass Memorial Shields Pharmacy LLC)

Sponsor-wide plan assets over time

All Umass Memorial Shields Pharmacy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$88M 117.13898412596009% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.6M $88.2M ▲ +117.1%
Year Plans Participants Total Assets
2022 1 1,281 $41M
2023 1 1,845 $62M
2024 1 2,057 $88M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.040610645 · Participants: 1281Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ks Industries, LP 401(k) Plan in CA ($41M); by covered participants it is Dechert LLP Salary Savings Plan in PA (1,281 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,281 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan grew sharply - up 23.4% during 2022, from $33M to $41M. Reported net income was $7M.
How have Umass Memorial Shields Pharmacy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umass Memorial Shields Pharmacy LLC's sponsor-wide assets grew 117.1%, from $41M to $88M.
Where does Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ks Industries, LP 401(k) Plan in CA ($41M, 1,331 participants).
Which 401(k) plans cover a similar participant headcount to Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dechert LLP Salary Savings Plan in PA (1,281 participants, $325M in assets).

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 453841517.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.