Defined Benefit (Pension) · DOL Form 5500 · 2022

Goulston & Storrs PC Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
145
Participants Small participant base
91st
Percentile by assets National rank
$516,684
Avg per participant High balance/head
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Official DOL plan name: Goulston & Storrs Cash Balance Plan for Directors · Sponsored by Goulston & Storrs PC · Massachusetts · Professional & Technical Services

$75M in assets, 145 participants

Goulston & Storrs PC's Goulston & Storrs Cash Balance Plan for Directors reported $75M in total assets and 145 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.

  • #19,868 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Goulston & Storrs Cash Balance Plan for Directors covers 145 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $75M.

#19,868
in Professional & Technical Services (21,562 peers)
+1.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Goulston & Storrs Cash Balance Plan for Directors's outsized position by total assets

Goulston & Storrs Cash Balance Plan for Directors vs every filed plan by assets

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

$74,919,251 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

Goulston & Storrs Cash Balance Plan for Directors 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. Goulston & Storrs Cash Balance Plan for Directors sits mid-pack in the medium band (145 participants).

Plan-year Form 5500 strip

Filing strip 042738098 · Goulston & Storrs PC PY 2022 · Defined Benefit (Pension)

Goulston & Storrs Cash Balance Plan for Directors · $75M · 145 · 91st

  • EBSA $75M
  • EBSA 145
  • EBSA 91st
  • EBSA Defined Benefit (Pension)
  • EBSA near San Antonio Regional Hospital Retirement Plan
  • EBSA ind #19868

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 →

Goulston & Storrs Cash Balance Plan for Directors in the asset neighbourhood

Fujifilm Group Pension Plan$75MGoulston & Storrs Cash Balance Plan for DirectorsGoulston & Storrs Cash Balan…$75MSan Antonio Regional Hospital Retirement PlanSan Antonio Regional Hospita…$75MIndiana Teamsters Pension PlanIndiana Teamsters Pension Pl…$75MStanadyne LLC Pension Plan$75M
End-of-year total assets ($M) among Goulston & Storrs Cash Balance Plan for Directors and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$75M
Net Income$980K
Employer EIN042738098
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goulston & Storrs PC)

Sponsor-wide plan assets over time

All Goulston & Storrs PC plans reported in each filing year

Latest sponsor-wide plan assets
$480M 20.464956159452495% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $398M $480M ▲ +20.5%
Year Plans Participants Total Assets
2022 3 583 $398M
2023 3 606 $464M
2024 3 572 $480M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Goulston & Storrs Cash Balance Plan for Directors vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Goulston & Storrs Cash Balance Plan for Directors, Total assets ($B): 0.074919251 · Participants: 145Goulston & Storrs Cash Balance Plan for DirectorsConsolidated 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
Goulston & Storrs Cash Balance Plan for Directors vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Goulston & Storrs Cash Balance Plan for Directors side-by-side with 3 peers →

Goulston & Storrs Cash Balance Plan for Directors's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is San Antonio Regional Hospital Retirement Plan in CA ($75M); by covered participants it is Minneapolis Clinic Employees' Pension Plan in MN (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Goulston & Storrs Cash Balance Plan for Directors assets move in 2022? ▼
Goulston & Storrs Cash Balance Plan for Directors edged up modestly - up 1.3% during 2022, from $74M to $75M. Reported net income was $980K.
How have Goulston & Storrs PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goulston & Storrs PC's sponsor-wide assets grew 20.5%, from $398M to $480M.
Where does Goulston & Storrs Cash Balance Plan for Directors rank by assets among Form 5500 filers? ▼
Goulston & Storrs Cash Balance Plan for Directors 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 Defined Benefit (Pension) plans are similar in size to Goulston & Storrs Cash Balance Plan for Directors? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is San Antonio Regional Hospital Retirement Plan in CA ($75M, 482 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Goulston & Storrs Cash Balance Plan for Directors? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Minneapolis Clinic Employees' Pension Plan in MN (145 participants, $8M 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 042738098.

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.