Money Purchase · DOL Form 5500 · 2022

Sullivan & Worcester LLP Money Purchase Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
164
Participants Small participant base
91st
Percentile by assets National rank
$486,919
Avg per participant High balance/head
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Official DOL plan name: Sullivan & Worcester LLP Retirement Plan · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services

$80M in assets, 164 participants

Sullivan & Worcester LLP's Sullivan & Worcester LLP Retirement Plan reported $80M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,974 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Sullivan & Worcester LLP Retirement Plan covers 164 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $80M.

#19,974
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sullivan & Worcester LLP Retirement Plan's outsized position by total assets

Sullivan & Worcester LLP Retirement Plan vs every filed plan by assets

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

$79,854,739 Top 9% higher than 91% 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

Sullivan & Worcester LLP Retirement 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. Sullivan & Worcester LLP Retirement Plan sits mid-pack in the medium band (164 participants).

Form 5500 schedule snapshot

Filing strip 042387531 · Sullivan & Worcester LLP PY 2022 · Money Purchase

Sullivan & Worcester LLP Retirement Plan · $80M · 164 · 91st

  • IND $80M
  • IND 164
  • IND 91st
  • IND Money Purchase
  • IND near Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators
  • IND ind #19974

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Sullivan & Worcester LLP Retirement Plan in the asset neighbourhood

Shopmen's Iron Workers Retirement Fund of Southern CaliforniaShopmen's Iron Workers Retir…$80MUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanUniversity Physicians & Surg…$80MSullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$80MRoosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$80MOklahoma Medical Research Foundation for Full-Time EmployeesOklahoma Medical Research Fo…$79M
End-of-year total assets ($M) among Sullivan & Worcester LLP Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$80M
Net Income-$19M
Employer EIN042387531
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sullivan & Worcester LLP)

Sponsor-wide plan assets over time

All Sullivan & Worcester LLP plans reported in each filing year

Latest sponsor-wide plan assets
$239M 17.902557091527118% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $202M $239M ▲ +17.9%
Year Plans Participants Total Assets
2022 3 431 $202M
2023 3 399 $217M
2024 3 413 $239M

Nearby Money Purchase Plans in Massachusetts

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

Sullivan & Worcester LLP Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Sullivan & Worcester LLP Retirement Plan, Total assets ($B): 0.079854739 · Participants: 164Sullivan & Worcester LLP Retirement PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Sullivan & Worcester LLP Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Sullivan & Worcester LLP Retirement Plan side-by-side with 3 peers →

Sullivan & Worcester LLP Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in IL ($80M); by covered participants it is Service Employees Intl Union Local 2000 Pension Fund in MO (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Sullivan & Worcester LLP Retirement Plan assets move in 2022? ▼
Sullivan & Worcester LLP Retirement Plan declined sharply - down 18.9% during 2022, from $98M to $80M. Reported net income was -$19M.
How have Sullivan & Worcester LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sullivan & Worcester LLP's sponsor-wide assets grew 17.9%, from $202M to $239M.
Where does Sullivan & Worcester LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Sullivan & Worcester LLP Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Sullivan & Worcester LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in IL ($80M, 451 participants).
Which Money Purchase plans cover a similar participant headcount to Sullivan & Worcester LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Service Employees Intl Union Local 2000 Pension Fund in MO (165 participants, $5M 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 042387531.

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.