401(k) · DOL Form 5500 · 2022

The Trustees of Reservations 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
292
Participants Below avg headcount
77th
Percentile by assets National rank
$69,013
Avg per participant Below avg balance/head
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Official DOL plan name: The Trustees of Reservations 401(k) Retirement Plan · Sponsored by The Trustees of Reservations · Massachusetts · Real Estate

$20M in assets, 292 participants

The Trustees of Reservations's The Trustees of Reservations 401(k) Retirement Plan reported $20M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,534 in Real Estate (5,057 peers)

Coverage in Massachusetts

The Trustees of Reservations 401(k) Retirement Plan covers 292 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#4,534
in Real Estate (5,057 peers)
-9.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Trustees of Reservations 401(k) Retirement Plan's outsized position by total assets

The Trustees of Reservations 401(k) Retirement Plan vs every filed plan by assets

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

$20,151,878 Top 23% higher than 77% 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

The Trustees of Reservations 401(k) 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. The Trustees of Reservations 401(k) Retirement Plan sits mid-pack in the medium band (292 participants).

Published 5500 schedule card

Filing strip 042105780 · The Trustees of Reservations PY 2022 · 401(k)

The Trustees of Reservations 401(k) Retirement Plan · $20M · 292 · 77th

  • IND $20M
  • EOY 292
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Ventiv Technology Inc. 401(k) Plan
  • EIN ind #4534

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 Real Estate retirement plans → · Plans in Massachusetts →

The Trustees of Reservations 401(k) Retirement Plan in the asset neighbourhood

The Trustees of Reservations 401(k) Retirement PlanThe Trustees of Reservations…$20MVentiv Technology Inc. 401(k) PlanVentiv Technology Inc. 401(k…$20MWesco Turf, Inc. 401(k) Profit Sharing Plan and TrustWesco Turf, Inc. 401(k) Prof…$20MTri Holdco., Inc. 401(k) Plan$20MHolstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$20M
End-of-year total assets ($M) among The Trustees of Reservations 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN042105780
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Trustees of Reservations)

Sponsor-wide plan assets over time

All The Trustees of Reservations plans reported in each filing year

Latest sponsor-wide plan assets
$26M 31.35448715995601% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.5M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 292 $20M
2023 1 314 $24M
2024 1 326 $26M

Nearby 401(k) Plans in Massachusetts

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

The Trustees of Reservations 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Trustees of Reservations 401(k) Retirement Plan, Total assets ($B): 0.020151878 · Participants: 292The Trustees of Reservations 401(k) Retirement 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
The Trustees of Reservations 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Trustees of Reservations 401(k) Retirement Plan side-by-side with 3 peers →

The Trustees of Reservations 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ventiv Technology Inc. 401(k) Plan in GA ($20M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 The Trustees of Reservations 401(k) Retirement Plan assets move in 2022? ▼
The Trustees of Reservations 401(k) Retirement Plan pulled back noticeably - down 9.2% during 2022, from $22M to $20M. Reported net income was -$2M.
How have The Trustees of Reservations plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Trustees of Reservations's sponsor-wide assets grew 31.4%, from $20M to $26M.
Where does The Trustees of Reservations 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Trustees of Reservations 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Trustees of Reservations 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ventiv Technology Inc. 401(k) Plan in GA ($20M, 189 participants).
Which 401(k) plans cover a similar participant headcount to The Trustees of Reservations 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants, $10M 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 042105780.

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.