401(k) · DOL Form 5500 · 2022

University Club of Boston 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
55
Participants Small participant base
46th
Percentile by assets National rank
$72,401
Avg per participant Below avg balance/head
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Official DOL plan name: University Club of Boston 401(k) Plan · Sponsored by University Club of Boston · Massachusetts · Arts, Entertainment & Recreation

$4M in assets, 55 participants

University Club of Boston's University Club of Boston 401(k) Plan reported $4M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,959 in Arts, Entertainment & Recreation (3,077 peers)

University Club of Boston multi-year trail

University Club of Boston's plans moved +38.4% in assets from 2022 to 2024; this filing shows University Club of Boston 401(k) Plan at $4M / 55 participants.

#1,959
in Arts, Entertainment & Recreation (3,077 peers)
-14.0%
assets change YoY

The plan reported a net loss of $646K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Club of Boston 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

University Club of Boston 401(k) Plan vs every filed plan by assets

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

$3,982,071 46th percentile higher than 46% 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

University Club of Boston 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Club of Boston 401(k) Plan is a small filing (55 participants) on this national headcount ladder.

DOL schedule card

Filing strip 041926770 · University Club of Boston PY 2022 · 401(k)

University Club of Boston 401(k) Plan · $4M · 55 · 46th

  • SCH $4M
  • SCH 55
  • SCH 46th
  • SCH 401(k)
  • SCH near Papa, Inc. 401(k) Plan
  • SCH ind #1959

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

University Club of Boston 401(k) Plan in the asset neighbourhood

University Club of Boston 401(k) PlanUniversity Club of Boston 40…$4MPapa, Inc. 401(k) Plan$4MBeowulf Energy LLC 401(k) PlanBeowulf Energy LLC 401(k) Pl…$4MMetroplex Welding Supply, Inc. Profit Sharing PlanMetroplex Welding Supply, In…$4MOcala Breeders' Sales Co., Inc. 401(k) Profit Sharing PlanOcala Breeders' Sales Co., I…$4M
End-of-year total assets ($M) among University Club of Boston 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

University Club of Boston multi-year asset trail

Sponsor-wide plan assets over time

All University Club of Boston plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.400972760154204% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.98M $5.51M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 55 $4M
2023 1 60 $5M
2024 1 71 $6M

University Club of Boston filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$646K
Employer EIN041926770
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

University Club of Boston 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants University Club of Boston 401(k) Plan, Total assets ($B): 0.003982071 · Participants: 55University Club of Boston 401(k) 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
University Club of Boston 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

University Club of Boston 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Papa, Inc. 401(k) Plan in FL ($4M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 University Club of Boston 401(k) Plan assets move in 2022?
University Club of Boston 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $5M to $4M. Reported net income was -$646K.
How have University Club of Boston plan assets changed over time?
Across 3 plan years on file (2022-2024), University Club of Boston's sponsor-wide assets grew 38.4%, from $4M to $6M.
Which 401(k) plans are similar in size to University Club of Boston 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Papa, Inc. 401(k) Plan in FL ($4M, 367 participants).
Which 401(k) plans cover a similar participant headcount to University Club of Boston 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 participants, N/A in assets).