Money Purchase · DOL Form 5500 · 2022

Self Help Inc Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
168
Participants Small participant base
53rd
Percentile by assets National rank
$33,720
Avg per participant Low balance/head
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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.

  • #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.

#11,820
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY

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.

Self-Help, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Self-Help, Inc. Pension Plan vs every filed plan by assets

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

$5,665,019 Top 47% higher than 53% 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

Self-Help, Inc. Pension 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. Self-Help, Inc. Pension Plan sits mid-pack in the medium band (168 participants).

EBSA filing schedule strip

Filing strip 042376180 · Self Help Inc PY 2022 · Money Purchase

Self-Help, Inc. Pension Plan · $6M · 168 · 53rd

  • IND $6M
  • EOY 168
  • 5500 53rd
  • ASSETS Money Purchase
  • PCT near Colegio Marista Money Purchase Thrift Plan
  • EIN ind #11820

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 →

Self-Help, Inc. Pension Plan in the asset neighbourhood

O.P.C.M.I.a. Local 561 Retirement PlanO.P.C.M.I.a. Local 561 Retir…$6MColegio Marista Money Purchase Thrift PlanColegio Marista Money Purcha…$6MIncentive Planning Corp. Retirement PlanIncentive Planning Corp. Ret…$6MSelf-Help, Inc. Pension Plan$6MBlair Senior Services, Inc Money Purchase PlanBlair Senior Services, Inc M…$6M
End-of-year total assets ($M) among Self-Help, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$937K
Employer EIN042376180
Plan Effective Date1968-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self Help Inc)

Sponsor-wide plan assets over time

All Self Help Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 10.803713956180182% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.2M $13.5M ▲ +10.8%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Self-Help, Inc. Pension Plan, Total assets ($B): 0.005665019 · Participants: 168Self-Help, Inc. Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Self-Help, Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Self-Help, Inc. Pension Plan side-by-side with 3 peers →

Self-Help, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Colegio Marista Money Purchase Thrift Plan in PR ($6M); by covered participants it is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Self-Help, Inc. Pension Plan assets move in 2022? ▼
Self-Help, Inc. Pension Plan pulled back noticeably - down 14.2% during 2022, from $7M to $6M. Reported net income was -$937K.
How have Self Help Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Help Inc's sponsor-wide assets grew 10.8%, from $12M to $13M.
Which Money Purchase plans are similar in size to Self-Help, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Colegio Marista Money Purchase Thrift Plan in PR ($6M, 152 participants).
Which Money Purchase plans cover a similar participant headcount to Self-Help, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN (168 participants, $10M 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 042376180.

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.