Other · DOL Form 5500 · 2022
Mystic Valley Elder Services, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 322
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $47,807
- Avg per participant Low balance/head
Official DOL plan name: Mystic Valley Elder Services, Inc. 403b Plan · Sponsored by Mystic Valley Elder Services, Inc. · Massachusetts · Other Services
$15M in assets, 322 participants
Mystic Valley Elder Services, Inc.'s Mystic Valley Elder Services, Inc. 403b Plan reported $15M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #7,110 in Other Services (8,398 peers)
Coverage in Massachusetts
Mystic Valley Elder Services, Inc. 403b Plan covers 322 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.
- #7,110
- in Other Services (8,398 peers)
- +8.4%
- assets growth YoY
Mystic Valley Elder Services, Inc. 403b Plan's outsized position by total assets
Mystic Valley Elder Services, Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,393,912 Top 27% higher than 73% 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
Mystic Valley Elder Services, Inc. 403b Plan 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. Mystic Valley Elder Services, Inc. 403b Plan sits mid-pack in the medium band (322 participants).
DOL schedule card
Filing strip 042562646 · Mystic Valley Elder Services, Inc. PY 2022 · Other
Mystic Valley Elder Services, Inc. 403b Plan · $15M · 322 · 73rd
- IND $15M
- EOY 322
- 5500 73rd
- ASSETS Other
- PCT near Freedom House 403b Retirement Plan
- EIN ind #7110
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 →
Mystic Valley Elder Services, Inc. 403b Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 042562646 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mystic Valley Elder Services, Inc.)
Sponsor-wide plan assets over time
All Mystic Valley Elder Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 28.35909416657702% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 322 | $15M |
| 2023 | 1 | 331 | $18M |
| 2024 | 1 | 349 | $20M |
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
Mystic Valley Elder Services, Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Freedom House 403b Retirement Plan in DC ($15M); by covered participants it is Opportunities Unlimited Employee Savings and Retirement Plan in NY (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (322 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.