Defined Benefit (Pension) · DOL Form 5500 · 2022

Amelia Peabody Foundation Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
59th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Amelia Peabody Foundation Pension Plan · Sponsored by Amelia Peabody Foundation · Massachusetts · Other Services

$7M in assets, 3 participants

Amelia Peabody Foundation's Amelia Peabody Foundation Pension Plan reported $7M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,331 in Other Services (8,398 peers)

Amelia Peabody Foundation multi-year trail

Amelia Peabody Foundation's plans moved -66.0% in assets from 2022 to 2024; this filing shows Amelia Peabody Foundation Pension Plan at $7M / 3 participants.

#6,331
in Other Services (8,398 peers)
+36.3%
assets growth YoY

Amelia Peabody Foundation Pension Plan's mid-pack asset rank among Other Services and all filers

Amelia Peabody Foundation Pension Plan vs every filed plan by assets

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

$7,406,795 Top 41% higher than 59% 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

Amelia Peabody Foundation Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amelia Peabody Foundation Pension Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 046036558 · Amelia Peabody Foundation PY 2022 · Defined Benefit (Pension)

Amelia Peabody Foundation Pension Plan · $7M · 3 · 59th

  • IND $7M
  • IND 3
  • IND 59th
  • IND Defined Benefit (Pension)
  • IND near Carnes Company Pension Plan
  • IND ind #6331

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 Other Services retirement plans → · Plans in Massachusetts →

Amelia Peabody Foundation Pension Plan in the asset neighbourhood

Amelia Peabody Foundation Pension PlanAmelia Peabody Foundation Pe…$7MCarnes Company Pension Plan$7MDefined Benefit Pension Plan of the United Way of Southwestern PennsylvaniaDefined Benefit Pension Plan…$7MMaul Technology Pension Plan$7MHuntington Federal Savings Bank Retirement PlanHuntington Federal Savings B…$7M
End-of-year total assets ($M) among Amelia Peabody Foundation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Amelia Peabody Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Amelia Peabody Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 66.01585436075928% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $7.41M $2.52M ▼ -66.0%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 2 6 $4M
2024 2 6 $3M

Amelia Peabody Foundation filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN046036558
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amelia Peabody Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Amelia Peabody Foundation Pension Plan, Total assets ($B): 0.007406795 · Participants: 3Amelia Peabody Foundation Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Amelia Peabody Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Amelia Peabody Foundation Pension Plan side-by-side with 3 peers →

Amelia Peabody Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Carnes Company Pension Plan in WI ($7M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Amelia Peabody Foundation Pension Plan assets move in 2022? ▼
Amelia Peabody Foundation Pension Plan surged - up 36.3% during 2022, from $5M to $7M. Reported net income was $2M.
How have Amelia Peabody Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amelia Peabody Foundation's sponsor-wide assets declined 66.0%, from $7M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Amelia Peabody Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carnes Company Pension Plan in WI ($7M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amelia Peabody Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 046036558.

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.