Money Purchase · DOL Form 5500 · 2022
Self Help Inc Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 168
- Participants
- 53rd
- Percentile by assets
- $33,720
- Avg per participant
Official DOL plan name: Self-Help, Inc. Pension Plan · Sponsored by Self Help Inc · Massachusetts · Healthcare & Social Assistance
$6M in assets, 168 participants
Self Help Inc's Self-Help, Inc. Pension Plan reported $6M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- 53rd percentile by assets (of 139,126 plans)
- #11,820 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Self-Help, Inc. Pension Plan covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- $6M
- total plan assets (2022 EOY)
- 168
- covered participants
- 53rd
- percentile by assets (of 139,126 plans)
- $33,720
- avg assets per participant
The plan reported a net loss of $937K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Self-Help, Inc. Pension Plan reports 168 participants - about 26% of that state average ($6M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$937K |
| Employer EIN | 042376180 |
| Plan Effective Date | 1968-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Self Help Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 354 | $12M |
| 2023 | 2 | 373 | $13M |
| 2024 | 2 | 476 | $13M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Self-Help, Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Self-Help, Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Self-Help, Inc. Pension Plan assets move in 2022? ▼
How have Self Help Inc plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Self-Help, Inc. Pension Plan? ▼
Next read for Self-Help, Inc. Pension Plan
Filing takeaways
Ways to act on Self-Help, Inc. Pension Plan's numbers.
- By total assets, Self-Help, Inc. Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Self Help Inc's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans