401(k) · DOL Form 5500 · 2022

First Help Financial, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
184
Participants Below avg headcount
60th
Percentile by assets National rank
$43,405
Avg per participant Low balance/head
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Official DOL plan name: First Help Financial and Treacy & Company Retirement Plan · Sponsored by First Help Financial, LLC · Massachusetts · Professional & Technical Services

$8M in assets, 184 participants

First Help Financial, LLC's First Help Financial and Treacy & Company Retirement Plan reported $8M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,611 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

First Help Financial and Treacy & Company Retirement Plan covers 184 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#12,611
in Professional & Technical Services (21,562 peers)
-2.5%
assets change YoY

The plan reported a net loss of $202K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Help Financial and Treacy & Company Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

First Help Financial and Treacy & Company Retirement Plan vs every filed plan by assets

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

$7,986,451 Top 40% higher than 60% 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

First Help Financial and Treacy & Company 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. First Help Financial and Treacy & Company Retirement Plan sits mid-pack in the medium band (184 participants).

EBSA filing schedule strip

Filing strip 383739185 · First Help Financial, LLC PY 2022 · 401(k)

First Help Financial and Treacy & Company Retirement Plan · $8M · 184 · 60th

  • PART $8M
  • TYPE 184
  • NET 60th
  • BOOK 401(k)
  • VS-ST near Phoenix Tower International in 401(k) Profit Sharing Plan & Trust
  • BOY ind #12611

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

First Help Financial and Treacy & Company Retirement Plan in the asset neighbourhood

First Help Financial and Treacy & Company Retirement PlanFirst Help Financial and Tre…$8MPhoenix Tower International in 401(k) Profit Sharing Plan & TrustPhoenix Tower International …$8MMountain F. Enterprises, Inc. 401(k) Profit Sharing PlanMountain F. Enterprises, Inc…$8MJoint Active Systems, Inc. 401(k) PlanJoint Active Systems, Inc. 4…$8MOakley Retirement Plan$8M
End-of-year total assets ($M) among First Help Financial and Treacy & Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$202K
Employer EIN383739185
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Help Financial, LLC)

Sponsor-wide plan assets over time

All First Help Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.56792372481845% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.99M $12.4M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 184 $8M
2023 1 212 $10M
2024 1 304 $12M

Nearby 401(k) Plans in Massachusetts

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

First Help Financial and Treacy & Company Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants First Help Financial and Treacy & Company Retirement Plan, Total assets ($B): 0.007986451 · Participants: 184First Help Financial and Treacy & Company 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
First Help Financial and Treacy & Company Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare First Help Financial and Treacy & Company Retirement Plan side-by-side with 3 peers →

First Help Financial and Treacy & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Phoenix Tower International in 401(k) Profit Sharing Plan & Trust in FL ($8M); by covered participants it is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 First Help Financial and Treacy & Company Retirement Plan assets move in 2022? ▼
First Help Financial and Treacy & Company Retirement Plan edged down modestly - down 2.5% during 2022, from $8M to $8M. Reported net income was -$202K.
How have First Help Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Help Financial, LLC's sponsor-wide assets grew 55.6%, from $8M to $12M.
Which 401(k) plans are similar in size to First Help Financial and Treacy & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Tower International in 401(k) Profit Sharing Plan & Trust in FL ($8M, 80 participants).
Which 401(k) plans cover a similar participant headcount to First Help Financial and Treacy & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 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 383739185.

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.