Other · DOL Form 5500 · 2022
Making Opportunity Count, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 267
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $34,369
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Making Opportunity Count, Inc. · Sponsored by Making Opportunity Count, Inc. · Massachusetts · Healthcare & Social Assistance
$9M in assets, 267 participants
Making Opportunity Count, Inc.'s 403(b) Thrift Plan of Making Opportunity Count, Inc. reported $9M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,783 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
403(b) Thrift Plan of Making Opportunity Count, Inc. covers 267 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.
- #13,783
- in Healthcare & Social Assistance (20,060 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $203K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Making Opportunity Count, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Making Opportunity Count, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,176,434 Top 37% higher than 63% 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
403(b) Thrift Plan of Making Opportunity Count, Inc. 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. 403(b) Thrift Plan of Making Opportunity Count, Inc. sits mid-pack in the medium band (267 participants).
DOL schedule card
Filing strip 042401111 · Making Opportunity Count, Inc. PY 2022 · Other
403(b) Thrift Plan of Making Opportunity Count, Inc. · $9M · 267 · 63rd
- 5500 $9M
- ASSETS 267
- PCT 63rd
- EIN Other
- RANK near Davidson Academy 403(b)Plan
- PHOTO ind #13783
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 →
403(b) Thrift Plan of Making Opportunity Count, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$203K |
| Employer EIN | 042401111 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Making Opportunity Count, Inc.)
Sponsor-wide plan assets over time
All Making Opportunity Count, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 37.34390723019421% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $9M |
| 2023 | 1 | 279 | $11M |
| 2024 | 1 | 491 | $13M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
403(b) Thrift Plan of Making Opportunity Count, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Davidson Academy 403(b)Plan in TN ($9M); by covered participants it is Belmont Abbey College Retirement Plan in NC (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.
- Belmont Abbey College Retirement Plan (NC) 267 · 0 off
- The Prison Fellowship Ministries 403(b) Retirement Plan (VA) 267 · 0 off
- The Viscardi Center, Inc. Defined Contribution Plan (NY) 267 · 0 off
- Albuquerque Academy Retirement Plan (NM) 267 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.