Other · DOL Form 5500 · 2022
Self Help, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $34,966
- Avg per participant Low balance/head
Official DOL plan name: Self-Help, Inc. Tax Sheltered Annuity Plan · Sponsored by Self Help, Inc. · Massachusetts · Healthcare & Social Assistance
$7M in assets, 186 participants
Self Help, Inc.'s Self-Help, Inc. Tax Sheltered Annuity Plan reported $7M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #12,414 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Self-Help, Inc. Tax Sheltered Annuity Plan covers 186 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- #12,414
- in Healthcare & Social Assistance (20,060 peers)
- -18.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Self-Help, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Self-Help, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,503,676 Top 44% higher than 56% of 139,123 filed plans
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. Tax Sheltered Annuity 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. Tax Sheltered Annuity Plan sits mid-pack in the medium band (186 participants).
EBSA filing schedule strip
Filing strip 042376180 · Self Help, Inc. PY 2022 · Other
Self-Help, Inc. Tax Sheltered Annuity Plan · $7M · 186 · 56th
- EOY $7M
- 5500 186
- ASSETS 56th
- PCT Other
- EIN near Area Agency on Aging Region 9 Inc. 403(b) Plan
- RANK ind #12414
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. Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 042376180 |
| Plan Effective Date | 1968-06-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 354 | $12M |
| 2023 | 2 | 373 | $13M |
| 2024 | 2 | 476 | $13M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Self-Help, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Area Agency on Aging Region 9 Inc. 403(b) Plan in OH ($6M); by covered participants it is The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan in CA (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (186 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.