Profit Sharing · DOL Form 5500 · 2022

Elder Services of Worcester Ar Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
198
Participants Below avg headcount
68th
Percentile by assets National rank
$59,819
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. · Sponsored by Elder Services of Worcester Ar · Massachusetts · Healthcare & Social Assistance

$12M in assets, 198 participants

Elder Services of Worcester Ar's 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. reported $12M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,723 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

403(b) Thrift Plan of Elder Services of Worcester Area, Inc. covers 198 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#14,723
in Healthcare & Social Assistance (20,060 peers)
-9.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Elder Services of Worcester Area, Inc.'s outsized position by total assets

403(b) Thrift Plan of Elder Services of Worcester Area, Inc. vs every filed plan by assets

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

$11,844,087 Top 32% higher than 68% 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

403(b) Thrift Plan of Elder Services of Worcester Area, Inc. 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. 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. sits mid-pack in the medium band (198 participants).

EBSA filing schedule strip

Filing strip 042545221 · Elder Services of Worcester Ar PY 2022 · Profit Sharing

403(b) Thrift Plan of Elder Services of Worcester Area, Inc. · $12M · 198 · 68th

  • ASSETS $12M
  • PCT 198
  • EIN 68th
  • RANK Profit Sharing
  • PHOTO near 401(a) Profit-Sharing Plan for Employees of Evident Change
  • IND ind #14723

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 →

403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in the asset neighbourhood

Peterson Company Profit-Sharing PlanPeterson Company Profit-Shar…$12MHuntington Tobacco Co., Inc. Profit Sharing PlanHuntington Tobacco Co., Inc.…$12M403(b) Thrift Plan of Elder Services of Worcester Area, Inc.403(b) Thrift Plan of Elder …$12M401(a) Profit-Sharing Plan for Employees of Evident Change401(a) Profit-Sharing Plan f…$12MRoot Canal Specialty Associates, P.C. Employee Profit Sharing PlanRoot Canal Specialty Associa…$12M
End-of-year total assets ($M) among 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN042545221
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elder Services of Worcester Ar)

Sponsor-wide plan assets over time

All Elder Services of Worcester Ar plans reported in each filing year

Latest sponsor-wide plan assets
$16M 35.54857373134797% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.1M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 198 $12M
2023 1 264 $14M
2024 1 296 $16M

Nearby Profit Sharing Plans in Massachusetts

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

403(b) Thrift Plan of Elder Services of Worcester Area, Inc. vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Elder Services of Worcester Area, Inc., Total assets ($B): 0.011844087 · Participants: 198403(b) Thrift Plan of Elder Services of Worcester Area, Inc.Consolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Elder Services of Worcester Area, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is 401(a) Profit-Sharing Plan for Employees of Evident Change in CA ($12M); by covered participants it is Foundant Technologies 401(k) Plan in MT (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. pulled back noticeably - down 9.8% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Elder Services of Worcester Ar plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elder Services of Worcester Ar's sponsor-wide assets grew 35.5%, from $12M to $16M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan of Elder Services of Worcester Area, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is 401(a) Profit-Sharing Plan for Employees of Evident Change in CA ($12M, 100 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan of Elder Services of Worcester Area, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Foundant Technologies 401(k) Plan in MT (198 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 042545221.

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.