401(k) · DOL Form 5500 · 2022

Massachusetts Teachers Association 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
161
Participants Small participant base
73rd
Percentile by assets National rank
$95,736
Avg per participant Below avg balance/head
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Official DOL plan name: Massachusetts Teacher Association 401(k) Savings Plan · Sponsored by Massachusetts Teachers Association · Massachusetts · Educational Services

$15M in assets, 161 participants

Massachusetts Teachers Association's Massachusetts Teacher Association 401(k) Savings Plan reported $15M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,240 in Educational Services (4,024 peers)

Coverage in Massachusetts

Massachusetts Teacher Association 401(k) Savings Plan covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#2,240
in Educational Services (4,024 peers)
-18.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Massachusetts Teacher Association 401(k) Savings Plan's outsized position by total assets

Massachusetts Teacher Association 401(k) Savings Plan vs every filed plan by assets

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

$15,413,551 Top 27% higher than 73% 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

Massachusetts Teacher Association 401(k) Savings 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 Teacher Association 401(k) Savings Plan sits mid-pack in the medium band (161 participants).

DOL schedule card

Filing strip 041591200 · Massachusetts Teachers Association PY 2022 · 401(k)

Massachusetts Teacher Association 401(k) Savings Plan · $15M · 161 · 73rd

  • IND $15M
  • EOY 161
  • 5500 73rd
  • ASSETS 401(k)
  • PCT near Delval Equipment Corporation 401(k) Profit Sharing Plan
  • EIN ind #2240

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 Educational Services retirement plans → · Plans in Massachusetts →

Massachusetts Teacher Association 401(k) Savings Plan in the asset neighbourhood

Massachusetts Teacher Association 401(k) Savings PlanMassachusetts Teacher Associ…$15MDelval Equipment Corporation 401(k) Profit Sharing PlanDelval Equipment Corporation…$15MCmi Marketing, Inc 401(k) PlanCmi Marketing, Inc 401(k) Pl…$15MO'hagan Meyer LLC 401(k) Retirement PlanO'hagan Meyer LLC 401(k) Ret…$15MHudiburg Auto Group 401(k) PlanHudiburg Auto Group 401(k) P…$15M
End-of-year total assets ($M) among Massachusetts Teacher Association 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN041591200
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Teachers Association)

Sponsor-wide plan assets over time

All Massachusetts Teachers Association plans reported in each filing year

Latest sponsor-wide plan assets
$262M 10.124152512940407% vs 2022
2024 filing year
$230M$240M$250M$260M$270M 202220232024 $238M $262M ▲ +10.1%
Year Plans Participants Total Assets
2022 2 303 $238M
2023 2 301 $247M
2024 2 310 $262M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Massachusetts Teacher Association 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Massachusetts Teacher Association 401(k) Savings Plan, Total assets ($B): 0.015413551 · Participants: 161Massachusetts Teacher Association 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Massachusetts Teacher Association 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Massachusetts Teacher Association 401(k) Savings Plan side-by-side with 3 peers →

Massachusetts Teacher Association 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Delval Equipment Corporation 401(k) Profit Sharing Plan in PA ($15M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Massachusetts Teacher Association 401(k) Savings Plan assets move in 2022? ▼
Massachusetts Teacher Association 401(k) Savings Plan declined sharply - down 18.6% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Massachusetts Teachers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Teachers Association's sponsor-wide assets grew 10.1%, from $238M to $262M.
Which 401(k) plans are similar in size to Massachusetts Teacher Association 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delval Equipment Corporation 401(k) Profit Sharing Plan in PA ($15M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Massachusetts Teacher Association 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants, N/A 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 041591200.

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.