Money Purchase · DOL Form 5500 · 2022
Massachusetts Financial Services Company Money Purchase Plan
Data updated 2026-08-25
- $732M
- Total assets Above avg plan size
- 1,640
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $446,485
- Avg per participant High balance/head
Official DOL plan name: Massachusetts Financial Services Company Defined Contribution Plan · Sponsored by Massachusetts Financial Services Company · Massachusetts · Finance & Insurance
$732M in assets, 1,640 participants
Massachusetts Financial Services Company's Massachusetts Financial Services Company Defined Contribution Plan reported $732M in total assets and 1,640 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,002 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Massachusetts Financial Services Company Defined Contribution Plan covers 1,640 participants in Massachusetts, 2.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $732M.
- #9,002
- in Finance & Insurance (9,261 peers)
- -17.7%
- assets change YoY
- 7.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $158M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Massachusetts Financial Services Company Defined Contribution Plan's outsized position by total assets
Massachusetts Financial Services Company Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$732,234,875 Top 2% higher than 98% 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
Massachusetts Financial Services Company Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Financial Services Company Defined Contribution Plan lands in the large band (1,640 participants).
Published 5500 schedule card
Filing strip 042747644 · Massachusetts Financial Services Company PY 2022 · Money Purchase
Massachusetts Financial Services Company Defined Contribution Plan · $732M · 1,640 · 98th
- NET $732M
- BOOK 1,640
- VS-ST 98th
- BOY Money Purchase
- SCH near Pacific Coast Benefits Trust Fund
- EBSA ind #9002
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Massachusetts Financial Services Company Defined Contribution Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $890M |
|---|---|
| Net Assets (End of Year) | $732M |
| Net Income | -$158M |
| Employer EIN | 042747644 |
| Plan Effective Date | 1952-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Financial Services Company)
Sponsor-wide plan assets over time
All Massachusetts Financial Services Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 28.633008315477177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,256 | $1.2B |
| 2023 | 2 | 3,347 | $1.3B |
| 2024 | 2 | 3,434 | $1.5B |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Massachusetts Financial Services Company Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Pacific Coast Benefits Trust Fund in WA ($731M); by covered participants it is Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. in NJ (1,636 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($732M here).
- Pacific Coast Benefits Trust Fund (WA) $731M · 59,247
- William Marsh Rice University Defined Contribution Retirement Plan (TX) $718M · 6,837
- Local 580 Annuity Fund (NY) $710M · 3,396
- Local 580 Annuity Fund (NY) $710M · 3,396
Similar participant headcount
Nearest other-state filings by covered participants (1,640 participants); asset peers above are excluded.
- Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. (NJ) 1,636 · 4 off
- Centrastate Healthcare System Retirement Plan (NJ) 1,657 · 17 off
- Middlebury College Core Retirement Plan (VT) 1,658 · 18 off
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) 1,666 · 26 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.