Other · DOL Form 5500 · 2022

Action for Boston Community Development Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
792
Participants Near avg headcount
87th
Percentile by assets National rank
$54,455
Avg per participant Low balance/head
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Official DOL plan name: Action for Boston Community Development Tax-Sheltered Annuity Plan · Sponsored by Action for Boston Community Development · Massachusetts · Healthcare & Social Assistance

$43M in assets, 792 participants

Action for Boston Community Development's Action for Boston Community Development Tax-Sheltered Annuity Plan reported $43M in total assets and 792 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,814 in Healthcare & Social Assistance (20,060 peers)

Where Action for Boston Community Development Tax-Sheltered Annuity Plan sits by assets

Action for Boston Community Development Tax-Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $43M for 792 participants (~$54,455/participant), down 9.5% in 2022.

#17,814
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Action for Boston Community Development Tax-Sheltered Annuity Plan's outsized position by total assets

Action for Boston Community Development Tax-Sheltered Annuity Plan vs every filed plan by assets

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

$43,128,628 Top 13% higher than 87% 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

Action for Boston Community Development Tax-Sheltered Annuity 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. Action for Boston Community Development Tax-Sheltered Annuity Plan sits mid-pack in the medium band (792 participants).

Published 5500 schedule card

Filing strip 042304133 · Action for Boston Community Development PY 2022 · Other

Action for Boston Community Development Tax-Sheltered Annuity Plan · $43M · 792 · 87th

  • PCT $43M
  • PCT 792
  • PCT 87th
  • PCT Other
  • PCT near New York Community Trust Group Tax Deferred Annuity
  • PCT ind #17814

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 →

Action for Boston Community Development Tax-Sheltered Annuity Plan in the asset neighbourhood

Alice Peck Day Memorial Hospital 403(b) Retirement PlanAlice Peck Day Memorial Hosp…$43MNat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement PlanNat'l Foundation for the Cen…$43MWesleyan School Retirement PlanWesleyan School Retirement P…$43MAction for Boston Community Development Tax-Sheltered Annuity PlanAction for Boston Community …$43MNew York Community Trust Group Tax Deferred AnnuityNew York Community Trust Gro…$43M
End-of-year total assets ($M) among Action for Boston Community Development Tax-Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$43M
Net Income-$5M
Employer EIN042304133
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Action for Boston Community Development)

Sponsor-wide plan assets over time

All Action for Boston Community Development plans reported in each filing year

Latest sponsor-wide plan assets
$102M 5.785697159456603% vs 2022
2024 filing year
$94M$96M$98M$100M$102M$104M 202220232024 $96.2M $102M ▲ +5.8%
Year Plans Participants Total Assets
2022 2 1,535 $96M
2023 2 1,450 $103M
2024 2 1,492 $102M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Action for Boston Community Development Tax-Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Action for Boston Community Development Tax-Sheltered Annuity Plan, Total assets ($B): 0.043128628 · Participants: 792Action for Boston Community Development Tax-Sheltered Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Action for Boston Community Development Tax-Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Action for Boston Community Development Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is New York Community Trust Group Tax Deferred Annuity in NY ($43M); by covered participants it is Student Conservation Association Inc. 403b Plan in VA (792 participants). Same-state nearby plans are listed separately above.

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 Action for Boston Community Development Tax-Sheltered Annuity Plan assets move in 2022?
Action for Boston Community Development Tax-Sheltered Annuity Plan pulled back noticeably - down 9.5% during 2022, from $48M to $43M. Reported net income was -$5M.
How have Action for Boston Community Development plan assets changed over time?
Across 3 plan years on file (2022-2024), Action for Boston Community Development's sponsor-wide assets grew 5.8%, from $96M to $102M.
Where does Action for Boston Community Development Tax-Sheltered Annuity Plan rank by assets among Form 5500 filers?
Action for Boston Community Development Tax-Sheltered Annuity Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Action for Boston Community Development Tax-Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is New York Community Trust Group Tax Deferred Annuity in NY ($43M, 69 participants).
Which Other plans cover a similar participant headcount to Action for Boston Community Development Tax-Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Student Conservation Association Inc. 403b Plan in VA (792 participants, $9M in assets).