401(k) · DOL Form 5500 · 2022

Charles River Medical Associates PC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
301
Participants Below avg headcount
92nd
Percentile by assets National rank
$286,648
Avg per participant High balance/head
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Official DOL plan name: Charles River Medical Associates, P.C. 401(k) Retirement Plan · Sponsored by Charles River Medical Associates PC · Massachusetts · Healthcare & Social Assistance

$86M in assets, 301 participants

Charles River Medical Associates PC's Charles River Medical Associates, P.C. 401(k) Retirement Plan reported $86M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,665 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Charles River Medical Associates, P.C. 401(k) Retirement Plan covers 301 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $86M.

#18,665
in Healthcare & Social Assistance (20,060 peers)
-15.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles River Medical Associates, P.C. 401(k) Retirement Plan's outsized position by total assets

Charles River Medical Associates, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$86,280,943 Top 8% higher than 92% 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

Charles River Medical Associates, P.C. 401(k) 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. Charles River Medical Associates, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (301 participants).

EBSA filing schedule strip

Filing strip 043260427 · Charles River Medical Associates PC PY 2022 · 401(k)

Charles River Medical Associates, P.C. 401(k) Retirement Plan · $86M · 301 · 92nd

  • NET $86M
  • NET 301
  • NET 92nd
  • NET 401(k)
  • NET near Phrg Management, LLC 401(k) Savings Plan
  • NET ind #18665

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 →

Charles River Medical Associates, P.C. 401(k) Retirement Plan in the asset neighbourhood

Cupertino Electric, Inc. Profit Sharing and 401(k) PlanCupertino Electric, Inc. Pro…$86MPhrg Management, LLC 401(k) Savings PlanPhrg Management, LLC 401(k) …$86MCharles River Medical Associates, P.C. 401(k) Retirement PlanCharles River Medical Associ…$86MLumos Networks Savings and Security PlanLumos Networks Savings and S…$86MTsi Semiconductors America LLC 401(k) PlanTsi Semiconductors America L…$86M
End-of-year total assets ($M) among Charles River Medical Associates, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$86M
Net Income-$16M
Employer EIN043260427
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles River Medical Associates PC)

Sponsor-wide plan assets over time

All Charles River Medical Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$127M 47.31346990493602% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.3M $127M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 301 $86M
2023 1 351 $109M
2024 1 449 $127M

Nearby 401(k) Plans in Massachusetts

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

Charles River Medical Associates, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Charles River Medical Associates, P.C. 401(k) Retirement Plan, Total assets ($B): 0.086280943 · Participants: 301Charles River Medical Associates, P.C. 401(k) Retirement 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
Charles River Medical Associates, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Charles River Medical Associates, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Charles River Medical Associates, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Phrg Management, LLC 401(k) Savings Plan in PA ($86M); by covered participants it is Norway Savings Bank 401(k) Plan in ME (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Charles River Medical Associates, P.C. 401(k) Retirement Plan assets move in 2022? ▼
Charles River Medical Associates, P.C. 401(k) Retirement Plan declined sharply - down 15.3% during 2022, from $102M to $86M. Reported net income was -$16M.
How have Charles River Medical Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles River Medical Associates PC's sponsor-wide assets grew 47.3%, from $86M to $127M.
Where does Charles River Medical Associates, P.C. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Charles River Medical Associates, P.C. 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Charles River Medical Associates, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phrg Management, LLC 401(k) Savings Plan in PA ($86M, 2,334 participants).
Which 401(k) plans cover a similar participant headcount to Charles River Medical Associates, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norway Savings Bank 401(k) Plan in ME (301 participants, $43M 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 043260427.

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.