Other · DOL Form 5500 · 2022
Southwest Boston Senior Svcs Inc. D/B/a Ethos Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $48,705
- Avg per participant Low balance/head
Official DOL plan name: Ethos Retirement Plan · Sponsored by Southwest Boston Senior Svcs Inc. D/B/a Ethos · Massachusetts · Healthcare & Social Assistance
$6M in assets, 116 participants
Southwest Boston Senior Svcs Inc. D/B/a Ethos's Ethos Retirement Plan reported $6M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #11,811 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Ethos Retirement Plan covers 116 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #11,811
- in Healthcare & Social Assistance (20,060 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $698K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ethos Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ethos Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,649,762 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ethos Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethos Retirement Plan sits mid-pack in the medium band (116 participants).
DOL schedule card
Filing strip 237304163 · Southwest Boston Senior Svcs Inc. D/B/a Ethos PY 2022 · Other
Ethos Retirement Plan · $6M · 116 · 53rd
- PCT $6M
- EIN 116
- RANK 53rd
- PHOTO Other
- IND near Penobscot Valley Hospital 403(b) Retirement Savings Plan
- EOY ind #11811
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Ethos Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$698K |
| Employer EIN | 237304163 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Boston Senior Svcs Inc. D/B/a Ethos)
Sponsor-wide plan assets over time
All Southwest Boston Senior Svcs Inc. D/B/a Ethos plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 37.980909638317506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $6M |
| 2023 | 1 | 119 | $7M |
| 2024 | 1 | 135 | $8M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Ethos Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Penobscot Valley Hospital 403(b) Retirement Savings Plan in ME ($6M); by covered participants it is Kuumba Community Health & Wellness Center, Inc. in VA (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.