Money Purchase · DOL Form 5500 · 2022
Sullivan & Worcester LLP Money Purchase Plan
Data updated 2026-08-11
- $80M
- Total assets
- 164
- Participants
- 91st
- Percentile by assets
- $486,919
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $80M
- total plan assets (2022 EOY)
- 164
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $486,919
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Sullivan & Worcester LLP Retirement Plan reports 164 participants - about 25% of that state average ($80M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | -$19M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan & Worcester LLP)
| 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
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sullivan & Worcester LLP Retirement Plan by total assets, not by location.
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators (IL) $80M · 451
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) $80M · 1,376
- Shopmen's Iron Workers Retirement Fund of Southern California (CA) $80M · 3,490
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) $79M · 460
Frequently Asked Questions
How did Sullivan & Worcester LLP Retirement Plan assets move in 2022? ▼
How have Sullivan & Worcester LLP plan assets changed over time? ▼
Where does Sullivan & Worcester LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Sullivan & Worcester LLP Retirement Plan? ▼
Next read for Sullivan & Worcester LLP Retirement Plan
Filing takeaways
Ways to act on Sullivan & Worcester LLP Retirement Plan's numbers.
- By total assets, Sullivan & Worcester LLP Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Sullivan & Worcester LLP's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans