Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan of Associates for Human Services, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Associates for Human Services, · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of Associates for Human Services, Inc. holds $5M for 92 participants — about $53,782 per participant, down 12.5% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
92
covered participants
$53,782
avg assets per participant
-12.5%
assets change YoY

The plan reported a net loss of $707K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
92
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of Associates for Human Services, Inc.

403(b) Thrift Plan of Associates for Human Services, Inc. is a Profit Sharing retirement plan sponsored by Associates for Human Services,, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 92 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042556164, and the plan has been effective since 2007-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $5M at year-end — a decline of 12.5%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-706,539 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-706,539
Plan TypeProfit Sharing
Employer EIN042556164
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associates for Human Services,)

Year Plans Participants Total Assets
2022 1 92 $5M
2023 1 123 $6M
2024 1 140 $7M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Associates for Human Services, Inc.?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of Associates for Human Services, Inc. holds $5M in total assets with 92 participants. It is sponsored by Associates for Human Services,.
What type of plan is 403(b) Thrift Plan of Associates for Human Services, Inc.?
403(b) Thrift Plan of Associates for Human Services, Inc. is a Profit Sharing plan. It has been effective since 2007-03-01. The plan is filed with the U.S. Department of Labor under EIN 042556164.
Who sponsors the 403(b) Thrift Plan of Associates for Human Services, Inc.?
403(b) Thrift Plan of Associates for Human Services, Inc. is sponsored by Associates for Human Services,, located in Massachusetts. The sponsor's EIN is 042556164 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of Associates for Human Services, Inc. perform in 2022?
403(b) Thrift Plan of Associates for Human Services, Inc. declined by 12.5% during 2022, moving from $6M to $5M in total assets. Net income was $-706,539.
Where can I find official filings for 403(b) Thrift Plan of Associates for Human Services, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan of Associates for Human Services, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042556164 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Associates for Human Services, Inc. compare to other plans?
You can compare 403(b) Thrift Plan of Associates for Human Services, Inc. against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 042556164.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.