401(k) · DOL Form 5500 · 2022
Massachusetts Medical Society 401(k) Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 443
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $312,208
- Avg per participant High balance/head
Official DOL plan name: The Massachusetts Medical Society Savings and Investment Plan · Sponsored by Massachusetts Medical Society · Massachusetts · Information & Media
$138M in assets, 443 participants
Massachusetts Medical Society's The Massachusetts Medical Society Savings and Investment Plan reported $138M in total assets and 443 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #2,653 in Information & Media (2,911 peers)
Where The Massachusetts Medical Society Savings and Investment Plan sits by assets
The Massachusetts Medical Society Savings and Investment Plan sits in the top 10% of all filed plans by assets, $138M for 443 participants (~$312,208/participant), down 16.2% in 2022.
- #2,653
- in Information & Media (2,911 peers)
- -16.2%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Massachusetts Medical Society Savings and Investment Plan's outsized position by total assets
The Massachusetts Medical Society Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$138,308,115 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Massachusetts Medical Society Savings and Investment 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 Massachusetts Medical Society Savings and Investment Plan sits mid-pack in the medium band (443 participants).
Plan-year Form 5500 strip
Filing strip 042050773 · Massachusetts Medical Society PY 2022 · 401(k)
The Massachusetts Medical Society Savings and Investment Plan · $138M · 443 · 94th
- NET $138M
- BOOK 443
- VS-ST 94th
- BOY 401(k)
- SCH near Mitsui and Co. (U. S. a), Inc. 401(k) Retirement Plan
- EBSA ind #2653
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 Information & Media retirement plans → · Plans in Massachusetts →
The Massachusetts Medical Society Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | -$27M |
| Employer EIN | 042050773 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Medical Society)
Sponsor-wide plan assets over time
All Massachusetts Medical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $314M 11.166540827252506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 615 | $283M |
| 2023 | 2 | 602 | $305M |
| 2024 | 2 | 602 | $314M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
The Massachusetts Medical Society Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Mitsui and Co. (U. S. a), Inc. 401(k) Retirement Plan in NY ($138M); by covered participants it is Oskar Blues Restaurant 401(k) Plan in CO (443 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
Similar participant headcount
Nearest other-state filings by covered participants (443 participants); asset peers above are excluded.
- Oskar Blues Restaurant 401(k) Plan (CO) 443 · 0 off
- Angel Bright Home Health, Inc. 401(k) Plan (TX) 443 · 0 off
- Spada Properties, Inc. 401(k) Plan (OR) 443 · 0 off
- Cbl & Associates Management, Inc. 401(k) Profit Sharing Plan (TN) 443 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.