401(k) · DOL Form 5500 · 2022

Medford Visiting Nurse Association 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
97
Participants Small participant base
37th
Percentile by assets National rank
$24,795
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Greater Medford Visiting Nurse Association 401(k) Plan · Sponsored by Medford Visiting Nurse Association · Massachusetts · Healthcare & Social Assistance

$2M in assets, 97 participants

Medford Visiting Nurse Association's Greater Medford Visiting Nurse Association 401(k) Plan reported $2M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,798 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Greater Medford Visiting Nurse Association 401(k) Plan pulled back noticeably 12.7% in 2022 ($3M → $2M) for 97 participants.

#7,798
in Healthcare & Social Assistance (20,060 peers)
-12.7%
assets change YoY

The plan reported a net loss of $350K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greater Medford Visiting Nurse Association 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Greater Medford Visiting Nurse Association 401(k) Plan vs every filed plan by assets

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

$2,405,134 37th percentile higher than 37% 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

Greater Medford Visiting Nurse Association 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Medford Visiting Nurse Association 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 042103817 · Medford Visiting Nurse Association PY 2022 · 401(k)

Greater Medford Visiting Nurse Association 401(k) Plan · $2M · 97 · 37th

  • BOOK $2M
  • BOOK 97
  • BOOK 37th
  • BOOK 401(k)
  • BOOK near 401 (K) Profit Sharing Plan for Employees of Caresouth
  • BOOK ind #7798

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 →

Greater Medford Visiting Nurse Association 401(k) Plan in the asset neighbourhood

Greater Medford Visiting Nurse Association 401(k) PlanGreater Medford Visiting Nur…$2M401 (K) Profit Sharing Plan for Employees of Caresouth401 (K) Profit Sharing Plan …$2MIrving Agency, Inc. 401(k) PlanIrving Agency, Inc. 401(k) P…$2MInland Engineering Services, Inc. 401(k) Plan and TrustInland Engineering Services,…$2MIca - Farmville 401(k) Plan$2M
End-of-year total assets ($M) among Greater Medford Visiting Nurse Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$350K
Employer EIN042103817
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Greater Medford Visiting Nurse Association 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Greater Medford Visiting Nurse Association 401(k) Plan, Total assets ($B): 0.002405134 · Participants: 97Greater Medford Visiting Nurse Association 401(k) 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
Greater Medford Visiting Nurse Association 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Greater Medford Visiting Nurse Association 401(k) Plan side-by-side with 3 peers →

Greater Medford Visiting Nurse Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is 401 (K) Profit Sharing Plan for Employees of Caresouth in LA ($2M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Greater Medford Visiting Nurse Association 401(k) Plan assets move in 2022? ▼
Greater Medford Visiting Nurse Association 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $3M to $2M. Reported net income was -$350K.
Which 401(k) plans are similar in size to Greater Medford Visiting Nurse Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401 (K) Profit Sharing Plan for Employees of Caresouth in LA ($2M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Greater Medford Visiting Nurse Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 042103817.

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.