401(k) · DOL Form 5500 · 2022

Wachusett Ventures 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
297
Participants Below avg headcount
33rd
Percentile by assets National rank
$6,376
Avg per participant Low balance/head
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Official DOL plan name: Wachusett Healthcare 401(k) Plan · Sponsored by Wachusett Ventures · Massachusetts · Healthcare & Social Assistance

$2M in assets, 297 participants

Wachusett Ventures's Wachusett Healthcare 401(k) Plan reported $2M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,734 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Wachusett Healthcare 401(k) Plan covers 297 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $2M.

#6,734
in Healthcare & Social Assistance (20,060 peers)
-4.4%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wachusett Healthcare 401(k) Plan among the smaller filed plans by assets

Wachusett Healthcare 401(k) Plan vs every filed plan by assets

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

$1,893,703 33rd percentile higher than 33% 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

Wachusett Healthcare 401(k) 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. Wachusett Healthcare 401(k) Plan sits mid-pack in the medium band (297 participants).

Published 5500 schedule card

Filing strip 462458587 · Wachusett Ventures PY 2022 · 401(k)

Wachusett Healthcare 401(k) Plan · $2M · 297 · 33rd

  • PCT $2M
  • PCT 297
  • PCT 33rd
  • PCT 401(k)
  • PCT near 2 Towns Ciderhouse 401(k) Plan
  • PCT ind #6734

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 →

Wachusett Healthcare 401(k) Plan in the asset neighbourhood

Wachusett Healthcare 401(k) PlanWachusett Healthcare 401(k) …$2M2 Towns Ciderhouse 401(k) Plan2 Towns Ciderhouse 401(k) Pl…$2MOyster Bay Senior Residence in 401(k) Profit Sharing Plan & TrustOyster Bay Senior Residence …$2MRiver's Edge Dental Clinic 401(k)/Profit Sharing PlanRiver's Edge Dental Clinic 4…$2MAdgeo, Inc 401(k)$2M
End-of-year total assets ($M) among Wachusett Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$88K
Employer EIN462458587
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wachusett Ventures)

Sponsor-wide plan assets over time

All Wachusett Ventures plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.149443180900064% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.89M $2.52M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 297 $2M
2023 1 215 $2M
2024 1 248 $3M

Nearby 401(k) Plans in Massachusetts

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

Wachusett Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Wachusett Healthcare 401(k) Plan, Total assets ($B): 0.001893703 · Participants: 297Wachusett Healthcare 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
Wachusett Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wachusett Healthcare 401(k) Plan side-by-side with 3 peers →

Wachusett Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is 2 Towns Ciderhouse 401(k) Plan in OR ($2M); by covered participants it is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Wachusett Healthcare 401(k) Plan assets move in 2022? ▼
Wachusett Healthcare 401(k) Plan edged down modestly - down 4.4% during 2022, from $2M to $2M. Reported net income was -$88K.
How have Wachusett Ventures plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachusett Ventures's sponsor-wide assets grew 33.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Wachusett Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 2 Towns Ciderhouse 401(k) Plan in OR ($2M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Wachusett Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants, N/A 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 462458587.

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.