Other · DOL Form 5500 · 2022

South Middlesex Opportunity Council Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
613
Participants Below avg headcount
75th
Percentile by assets National rank
$28,085
Avg per participant Low balance/head
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Official DOL plan name: Smoc 403(b) Savings Plan · Sponsored by South Middlesex Opportunity Council · Massachusetts · Healthcare & Social Assistance

$17M in assets, 613 participants

South Middlesex Opportunity Council's Smoc 403(b) Savings Plan reported $17M in total assets and 613 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,866 in Healthcare & Social Assistance (20,060 peers)

Where Smoc 403(b) Savings Plan sits by assets

Smoc 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $17M for 613 participants (~$28,085/participant), down 15.4% in 2022.

#15,866
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smoc 403(b) Savings Plan's outsized position by total assets

Smoc 403(b) Savings Plan vs every filed plan by assets

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

$17,216,094 Top 25% higher than 75% 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

Smoc 403(b) Savings 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. Smoc 403(b) Savings Plan sits mid-pack in the medium band (613 participants).

Published 5500 schedule card

Filing strip 042389659 · South Middlesex Opportunity Council PY 2022 · Other

Smoc 403(b) Savings Plan · $17M · 613 · 75th

  • BOOK $17M
  • BOOK 613
  • BOOK 75th
  • BOOK Other
  • BOOK near Pulaski Academy Defined Contribution Retirement Plan
  • BOOK ind #15866

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 →

Smoc 403(b) Savings Plan in the asset neighbourhood

Accesslex Institute 403(b) PlanAccesslex Institute 403(b) P…$17MSmoc 403(b) Savings Plan$17MPulaski Academy Defined Contribution Retirement PlanPulaski Academy Defined Cont…$17MEmployee Benefit Plan of Gfl Environmental USA Inc.Employee Benefit Plan of Gfl…$17MAmerican Jewish University DC Retirement PlanAmerican Jewish University D…$17M
End-of-year total assets ($M) among Smoc 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN042389659
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Middlesex Opportunity Council)

Sponsor-wide plan assets over time

All South Middlesex Opportunity Council plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.38523616332485% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $21.9M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 613 $17M
2023 1 486 $20M
2024 1 467 $22M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Smoc 403(b) Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Smoc 403(b) Savings Plan, Total assets ($B): 0.017216094 · Participants: 613Smoc 403(b) Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Smoc 403(b) Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Smoc 403(b) Savings Plan side-by-side with 3 peers →

Smoc 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Pulaski Academy Defined Contribution Retirement Plan in AR ($17M); by covered participants it is Washington County Mental Health Services, Inc. 403b Plan in VT (613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (613 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 Smoc 403(b) Savings Plan assets move in 2022? ▼
Smoc 403(b) Savings Plan declined sharply - down 15.4% during 2022, from $20M to $17M. Reported net income was -$3M.
How have South Middlesex Opportunity Council plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Middlesex Opportunity Council's sponsor-wide assets grew 27.4%, from $17M to $22M.
Where does Smoc 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Smoc 403(b) Savings Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Smoc 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Pulaski Academy Defined Contribution Retirement Plan in AR ($17M, 138 participants).
Which Other plans cover a similar participant headcount to Smoc 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Washington County Mental Health Services, Inc. 403b Plan in VT (613 participants, $21M 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 042389659.

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.