Other · DOL Form 5500 · 2022
Massachusetts Society for the Prevention of Cruelty to Animals Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 653
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $88,664
- Avg per participant Below avg balance/head
Official DOL plan name: Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan · Sponsored by Massachusetts Society for the Prevention of Cruelty to Animals · Massachusetts · Healthcare & Social Assistance
$58M in assets, 653 participants
Massachusetts Society for the Prevention of Cruelty to Animals's Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan reported $58M in total assets and 653 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #18,208 in Healthcare & Social Assistance (20,060 peers)
Where Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits by assets
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $58M for 653 participants (~$88,664/participant), down 16.0% in 2022.
- #18,208
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan's outsized position by total assets
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,897,373 Top 11% higher than 89% 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
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity 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. Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits mid-pack in the medium band (653 participants).
DOL schedule card
Filing strip 042103597 · Massachusetts Society for the Prevention of Cruelty to Animals PY 2022 · Other
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan · $58M · 653 · 89th
- EIN $58M
- EIN 653
- EIN 89th
- EIN Other
- EIN near The Wheeler School Defined Contribution Retirement Plan
- EIN ind #18208
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 →
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$11M |
| Employer EIN | 042103597 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Society for the Prevention of Cruelty to Animals)
Sponsor-wide plan assets over time
All Massachusetts Society for the Prevention of Cruelty to Animals plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 16.219129197548828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 732 | $104M |
| 2023 | 2 | 792 | $74M |
| 2024 | 1 | 799 | $87M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Wheeler School Defined Contribution Retirement Plan in RI ($58M); by covered participants it is Womens League Tax Sheltered Annuity Plan in NY (653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (653 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.