Profit Sharing ยท DOL Form 5500 ยท 2022

Mary Ann Morse Healthcare Corp. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$4M
Total assets
210
Participants
24th
Percentile by assets

Sponsored by Mary Ann Morse Healthcare Corp. ยท Massachusetts ยท Healthcare & Social Assistance

What the 2022 filing shows

Mary Ann Morse Healthcare Corp. 401(k) Plan holds $4M for 210 participants - about $20,720 per participant, among the smaller plans by assets on file, down 11.8% over the 2022 plan year.

$4M
total plan assets (2022 EOY)
210
covered participants
24th
percentile by assets (of 84,055 plans)
$20,720
avg assets per participant

The plan reported a net loss of $580K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$4M
Participants
210
Industry
Healthcare & Social Assistance

What the Filing Says About Mary Ann Morse Healthcare Corp. 401(k) Plan

Mary Ann Morse Healthcare Corp. 401(k) Plan is a Profit Sharing retirement plan sponsored by Mary Ann Morse Healthcare Corp., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 210 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 223064323, and the plan has been effective since 2007-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $4M at year-end - a decline of 11.8%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-580,034 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$-580,034
Plan TypeProfit Sharing
Employer EIN223064323
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Ann Morse Healthcare Corp.)

Year Plans Participants Total Assets
2022 1 210 $4M
2023 1 258 $6M
2024 1 260 $6M

Nearby Profit Sharing Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Mary Ann Morse Healthcare Corp. 401(k) Plan?
As of the 2022 Form 5500 filing, Mary Ann Morse Healthcare Corp. 401(k) Plan holds $4M in total assets with 210 participants. It is sponsored by Mary Ann Morse Healthcare Corp..
What type of plan is Mary Ann Morse Healthcare Corp. 401(k) Plan?
Mary Ann Morse Healthcare Corp. 401(k) Plan is a Profit Sharing plan. It has been effective since 2007-07-01. The plan is filed with the U.S. Department of Labor under EIN 223064323.
Who sponsors the Mary Ann Morse Healthcare Corp. 401(k) Plan?
Mary Ann Morse Healthcare Corp. 401(k) Plan is sponsored by Mary Ann Morse Healthcare Corp., located in Massachusetts. The sponsor's EIN is 223064323 and the plan operates in the Healthcare & Social Assistance industry.
How did Mary Ann Morse Healthcare Corp. 401(k) Plan perform in 2022?
Mary Ann Morse Healthcare Corp. 401(k) Plan declined by 11.8% during 2022, moving from $5M to $4M in total assets. Net income was $-580,034.
Where can I find official filings for Mary Ann Morse Healthcare Corp. 401(k) Plan?
Official Form 5500 filings for Mary Ann Morse Healthcare Corp. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223064323 or plan name at efast.dol.gov.
How does Mary Ann Morse Healthcare Corp. 401(k) Plan compare to other plans?
You can compare Mary Ann Morse Healthcare Corp. 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 223064323.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.