Other · DOL Form 5500 · 2022
Agespan, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 451
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $57,037
- Avg per participant Low balance/head
Official DOL plan name: Agespan, Inc. Tax Sheltered Annuity Plan · Sponsored by Agespan, Inc. · Massachusetts · Healthcare & Social Assistance
$26M in assets, 451 participants
Agespan, Inc.'s Agespan, Inc. Tax Sheltered Annuity Plan reported $26M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,797 in Healthcare & Social Assistance (20,060 peers)
Where Agespan, Inc. Tax Sheltered Annuity Plan sits by assets
Agespan, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $26M for 451 participants (~$57,037/participant), down 17.2% in 2022.
- #16,797
- in Healthcare & Social Assistance (20,060 peers)
- -17.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Agespan, Inc. Tax Sheltered Annuity Plan's outsized position by total assets
Agespan, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,723,874 Top 19% higher than 81% 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
Agespan, 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. Agespan, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (451 participants).
Form 5500 schedule snapshot
Filing strip 042545136 · Agespan, Inc. PY 2022 · Other
Agespan, Inc. Tax Sheltered Annuity Plan · $26M · 451 · 81st
- EBSA $26M
- PART 451
- TYPE 81st
- NET Other
- BOOK near The Northwest School of the Arts, Humanities and Environment Defined Contribution Retirement Plan
- VS-ST ind #16797
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 →
Agespan, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$5M |
| Employer EIN | 042545136 |
| Plan Effective Date | 1996-01-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agespan, Inc.)
Sponsor-wide plan assets over time
All Agespan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 30.347680135581445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $26M |
| 2023 | 1 | 508 | $30M |
| 2024 | 1 | 514 | $34M |
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
Agespan, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Northwest School of the Arts, Humanities and Environment Defined Contribution Retirement Plan in WA ($26M); by covered participants it is Ecri Institute Defined Contribution Retirement Plan in PA (451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- The Northwest School of the Arts, Humanities and Environment Defined Contribution Retirement Plan (WA) $26M · 142
- Jennie Stuart Medical Center 403(b) Plan (KY) $26M · 1,017
- Shattuck-St. Mary's School Defined Contribution Retirement Plan (MN) $26M · 363
- Claflin University DC Retirement Plan (SC) $26M · 271
Similar participant headcount
Nearest other-state filings by covered participants (451 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.