401(k) · DOL Form 5500 · 2022

Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,085
Participants Near avg headcount
76th
Percentile by assets National rank
$17,453
Avg per participant Low balance/head
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Official DOL plan name: Massachusetts Defined Contribution Core Plan · Sponsored by Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener · Massachusetts · Public Administration

$19M in assets, 1,085 participants

Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener's Massachusetts Defined Contribution Core Plan reported $19M in total assets and 1,085 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #63 in Public Administration (93 peers)

Where Massachusetts Defined Contribution Core Plan sits by assets

Massachusetts Defined Contribution Core Plan sits in the top quartile of all filed plans by assets, $19M for 1,085 participants (~$17,453/participant), up 29.9% in 2022.

#63
in Public Administration (93 peers)
+29.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Massachusetts Defined Contribution Core Plan's outsized position by total assets

Massachusetts Defined Contribution Core Plan vs every filed plan by assets

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

$18,935,965 Top 24% higher than 76% 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

Massachusetts Defined Contribution Core 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 Defined Contribution Core Plan lands in the large band (1,085 participants).

DOL schedule card

Filing strip 046002284 · Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener PY 2022 · 401(k)

Massachusetts Defined Contribution Core Plan · $19M · 1,085 · 76th

  • PCT $19M
  • EIN 1,085
  • RANK 76th
  • PHOTO 401(k)
  • IND near Porter Pipe & Supply Co. 401(k) Plan
  • EOY ind #63

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 Public Administration retirement plans → · Plans in Massachusetts →

Massachusetts Defined Contribution Core Plan in the asset neighbourhood

Massachusetts Defined Contribution Core PlanMassachusetts Defined Contri…$19MPorter Pipe & Supply Co. 401(k) PlanPorter Pipe & Supply Co. 401…$19MAmerican Immigration Lawyers 401(k) Retirement PlanAmerican Immigration Lawyers…$19MPassumpsic Savings Bank Thrift Incentive Savings PlanPassumpsic Savings Bank Thri…$19MStephens Production Company 401(k) PlanStephens Production Company …$19M
End-of-year total assets ($M) among Massachusetts Defined Contribution Core Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN046002284
Plan Effective Date2017-10-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener)

Sponsor-wide plan assets over time

All Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener plans reported in each filing year

Latest sponsor-wide plan assets
$45M 136.1321062855788% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.9M $44.7M ▲ +136.1%
Year Plans Participants Total Assets
2022 1 1,085 $19M
2023 1 1,449 $31M
2024 1 2,021 $45M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Massachusetts Defined Contribution Core Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Massachusetts Defined Contribution Core Plan, Total assets ($B): 0.018935965 · Participants: 1085Massachusetts Defined Contribution Core PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Massachusetts Defined Contribution Core Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Massachusetts Defined Contribution Core Plan side-by-side with 3 peers →

Massachusetts Defined Contribution Core Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Porter Pipe & Supply Co. 401(k) Plan in IL ($19M); by covered participants it is Universal Technical Institute, Inc. 401(k) Plan in AZ (1,085 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,085 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 Massachusetts Defined Contribution Core Plan assets move in 2022? ▼
Massachusetts Defined Contribution Core Plan grew sharply - up 29.9% during 2022, from $15M to $19M. Reported net income was $4M.
How have Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener's sponsor-wide assets grew 136.1%, from $19M to $45M.
Where does Massachusetts Defined Contribution Core Plan rank by assets among Form 5500 filers? ▼
Massachusetts Defined Contribution Core Plan ranks in the 76th 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 401(k) plans are similar in size to Massachusetts Defined Contribution Core Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter Pipe & Supply Co. 401(k) Plan in IL ($19M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Massachusetts Defined Contribution Core Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Universal Technical Institute, Inc. 401(k) Plan in AZ (1,085 participants, $112M 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 046002284.

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.