Other · DOL Form 5500 · 2022
Brockton Visiting Nurse Association Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $74,289
- Avg per participant Below avg balance/head
Official DOL plan name: Brockton Visiting Nurse Association Retirement Plan · Sponsored by Brockton Visiting Nurse Association · Massachusetts · Healthcare & Social Assistance
$12M in assets, 165 participants
Brockton Visiting Nurse Association's Brockton Visiting Nurse Association Retirement Plan reported $12M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,830 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Brockton Visiting Nurse Association Retirement Plan covers 165 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.
- #14,830
- in Healthcare & Social Assistance (20,060 peers)
- -15.7%
- assets change YoY
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.
Brockton Visiting Nurse Association Retirement Plan's outsized position by total assets
Brockton Visiting Nurse Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,257,720 Top 31% higher than 69% 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
Brockton Visiting Nurse Association 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. Brockton Visiting Nurse Association Retirement Plan sits mid-pack in the medium band (165 participants).
Form 5500 schedule snapshot
Filing strip 042103941 · Brockton Visiting Nurse Association PY 2022 · Other
Brockton Visiting Nurse Association Retirement Plan · $12M · 165 · 69th
- PART $12M
- TYPE 165
- NET 69th
- BOOK Other
- VS-ST near Gfhc Employee Retirement Savings Plan
- BOY ind #14830
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 →
Brockton Visiting Nurse Association Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 042103941 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brockton Visiting Nurse Association)
Sponsor-wide plan assets over time
All Brockton Visiting Nurse Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 25.381123079985514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $12M |
| 2023 | 1 | 136 | $14M |
| 2024 | 1 | 147 | $15M |
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
Brockton Visiting Nurse Association Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Gfhc Employee Retirement Savings Plan in CT ($12M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Gfhc Employee Retirement Savings Plan (CT) $12M · 233
- Tidewater Health Care, Inc. 401(a) Retirement Plan (VA) $12M · 286
- Tax Deferred Annuity Plan (NY) $12M · 152
- Webber Intl. University, Inc. 403(b) DC & Tda Plan (FL) $12M · 121
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- Three Rivers Hospital 403b Plan (TN) 165 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 165 · 0 off
- Hoffmann Hospice 403(b) Plan (CA) 165 · 0 off
- Window to the World Communications, Inc. Defined Contribution Retirement Plan (IL) 165 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.