Other · DOL Form 5500 · 2022

Walpole Area Visiting Nurse Association, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
125
Participants Small participant base
45th
Percentile by assets National rank
$29,789
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walpole Area Visiting Nurse Association 403(b) Retirement Plan · Sponsored by Walpole Area Visiting Nurse Association, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 125 participants

Walpole Area Visiting Nurse Association, Inc.'s Walpole Area Visiting Nurse Association 403(b) Retirement Plan reported $4M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,862 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Walpole Area Visiting Nurse Association 403(b) Retirement Plan covers 125 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#9,862
in Healthcare & Social Assistance (20,060 peers)
-15.7%
assets change YoY

The plan reported a net loss of $692K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walpole Area Visiting Nurse Association 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Walpole Area Visiting Nurse Association 403(b) Retirement Plan vs every filed plan by assets

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

$3,723,668 45th percentile higher than 45% 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

Walpole Area Visiting Nurse Association 403(b) 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. Walpole Area Visiting Nurse Association 403(b) Retirement Plan sits mid-pack in the medium band (125 participants).

EBSA filing schedule strip

Filing strip 042104425 · Walpole Area Visiting Nurse Association, Inc. PY 2022 · Other

Walpole Area Visiting Nurse Association 403(b) Retirement Plan · $4M · 125 · 45th

  • EIN $4M
  • RANK 125
  • PHOTO 45th
  • IND Other
  • EOY near 403(b) Thrift Plan of Childhelp, Inc.
  • 5500 ind #9862

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 →

Walpole Area Visiting Nurse Association 403(b) Retirement Plan in the asset neighbourhood

People Incorporated of Virginia ERISA 403(b) PlanPeople Incorporated of Virgi…$4M403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc.403(b) Thrift Plan for Emplo…$4MNaples Botanical Garden Defined Contribution Retirement PlanNaples Botanical Garden Defi…$4MWalpole Area Visiting Nurse Association 403(b) Retirement PlanWalpole Area Visiting Nurse …$4M403(b) Thrift Plan of Childhelp, Inc.403(b) Thrift Plan of Childh…$4M
End-of-year total assets ($M) among Walpole Area Visiting Nurse Association 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$692K
Employer EIN042104425
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walpole Area Visiting Nurse Association, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 25.120418898784745% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.72M $4.66M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 125 $4M
2023 1 115 $4M
2024 1 94 $5M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Walpole Area Visiting Nurse Association 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Walpole Area Visiting Nurse Association 403(b) Retirement Plan, Total assets ($B): 0.003723668 · Participants: 125Walpole Area Visiting Nurse Association 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Walpole Area Visiting Nurse Association 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Walpole Area Visiting Nurse Association 403(b) Retirement Plan side-by-side with 3 peers →

Walpole Area Visiting Nurse Association 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Childhelp, Inc. in AZ ($4M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Walpole Area Visiting Nurse Association 403(b) Retirement Plan assets move in 2022? ▼
Walpole Area Visiting Nurse Association 403(b) Retirement Plan declined sharply - down 15.7% during 2022, from $4M to $4M. Reported net income was -$692K.
How have Walpole Area Visiting Nurse Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walpole Area Visiting Nurse Association, Inc.'s sponsor-wide assets grew 25.1%, from $4M to $5M.
Which Other plans are similar in size to Walpole Area Visiting Nurse Association 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Childhelp, Inc. in AZ ($4M, 90 participants).
Which Other plans cover a similar participant headcount to Walpole Area Visiting Nurse Association 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants, $6M 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 042104425.

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.