401(k) · DOL Form 5500 · 2022

Norwell Visiting Nurse Association, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
267
Participants Below avg headcount
69th
Percentile by assets National rank
$47,298
Avg per participant Low balance/head
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Official DOL plan name: Norwell Vna and Hospice 401(k) Plan and Trust · Sponsored by Norwell Visiting Nurse Association, Inc. · Massachusetts · Healthcare & Social Assistance

$13M in assets, 267 participants

Norwell Visiting Nurse Association, Inc.'s Norwell Vna and Hospice 401(k) Plan and Trust reported $13M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,919 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Norwell Vna and Hospice 401(k) Plan and Trust covers 267 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#14,919
in Healthcare & Social Assistance (20,060 peers)
-20.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norwell Vna and Hospice 401(k) Plan and Trust's outsized position by total assets

Norwell Vna and Hospice 401(k) Plan and Trust vs every filed plan by assets

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

$12,628,443 Top 31% higher than 69% 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

Norwell Vna and Hospice 401(k) Plan and Trust 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. Norwell Vna and Hospice 401(k) Plan and Trust sits mid-pack in the medium band (267 participants).

Form 5500 schedule snapshot

Filing strip 042104797 · Norwell Visiting Nurse Association, Inc. PY 2022 · 401(k)

Norwell Vna and Hospice 401(k) Plan and Trust · $13M · 267 · 69th

  • EOY $13M
  • 5500 267
  • ASSETS 69th
  • PCT 401(k)
  • EIN near Ceda of Cook County, Inc. Savings Plan
  • RANK ind #14919

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 →

Norwell Vna and Hospice 401(k) Plan and Trust in the asset neighbourhood

Norwell Vna and Hospice 401(k) Plan and TrustNorwell Vna and Hospice 401(…$13MCeda of Cook County, Inc. Savings PlanCeda of Cook County, Inc. Sa…$13MOffit Capital Advisors LLC 401(k) Retirement Savings PlanOffit Capital Advisors LLC 4…$13MConifer Holdings, Inc. 401(k) PlanConifer Holdings, Inc. 401(k…$13MScott Group Custom Carpets, LLC. 401(k) PlanScott Group Custom Carpets, …$13M
End-of-year total assets ($M) among Norwell Vna and Hospice 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN042104797
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norwell Visiting Nurse Association, Inc.)

Sponsor-wide plan assets over time

All Norwell Visiting Nurse Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.306837509580554% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $17.7M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 267 $13M
2023 1 283 $15M
2024 1 300 $18M

Nearby 401(k) Plans in Massachusetts

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

Norwell Vna and Hospice 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Norwell Vna and Hospice 401(k) Plan and Trust, Total assets ($B): 0.012628443 · Participants: 267Norwell Vna and Hospice 401(k) Plan and TrustFidelity 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
Norwell Vna and Hospice 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norwell Vna and Hospice 401(k) Plan and Trust side-by-side with 3 peers →

Norwell Vna and Hospice 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ceda of Cook County, Inc. Savings Plan in IL ($13M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Norwell Vna and Hospice 401(k) Plan and Trust assets move in 2022? ▼
Norwell Vna and Hospice 401(k) Plan and Trust declined sharply - down 20.0% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Norwell Visiting Nurse Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwell Visiting Nurse Association, Inc.'s sponsor-wide assets grew 40.3%, from $13M to $18M.
Which 401(k) plans are similar in size to Norwell Vna and Hospice 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ceda of Cook County, Inc. Savings Plan in IL ($13M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Norwell Vna and Hospice 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants, $67K 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 042104797.

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.