Other · DOL Form 5500 · 2022

Stavros Center for Independent Living, Inc. Retirement Plan

Q: How did Stavros Retirement 403(b) Plan assets move in 2022?

Stavros Retirement 403(b) Plan grew at a solid clip - up 9.6% during 2022, from $2M to $3M. Reported net income was $239K.

Q: Which Other plans are similar in size to Stavros Retirement 403(b) Plan?

Among Other plans in other states, the closest by assets is Grace Hospital Savings Plan in OH ($3M, 80 participants).

Q: Which Other plans cover a similar participant headcount to Stavros Retirement 403(b) Plan?

Among Other plans in other states, the closest by covered participants is Cheshire Academy 403(b) DC and Tda Retirement Plan in CT (113 participants, N/A in assets).

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 113
Participants Small participant base: 39th
Percentile by assets National rank: $24,087
Avg per participant Low balance/head

PlainRetire home → About this data

Official DOL plan name: Stavros Retirement 403(b) Plan · Sponsored by Stavros Center for Independent Living, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 113 participants

Stavros Center for Independent Living, Inc.'s Stavros Retirement 403(b) Plan reported $3M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

#8,337 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Stavros Retirement 403(b) Plan covers 113 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#8,337
in Healthcare & Social Assistance (20,060 peers): +9.6%
assets growth YoY

Stavros Retirement 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stavros Retirement 403(b) Plan vs every filed plan by assets

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

$2,721,801 39th percentile higher than 39% 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

Stavros Retirement 403(b) 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. Stavros Retirement 403(b) Plan sits mid-pack in the medium band (113 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

DOL schedule card

Filing strip 510172014 · Stavros Center for Independent Living, Inc. PY 2022 · Other

Stavros Retirement 403(b) Plan · $3M · 113 · 39th

BOOK $3M
VS-ST 113
BOY 39th
SCH Other
EBSA near Grace Hospital Savings Plan
PART ind #8337

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 →

End-of-year total assets ($M) among Stavros Retirement 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$239K
Employer EIN	510172014
Plan Effective Date	2001-07-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Massachusetts

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

Stavros Retirement 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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

Compare Stavros Retirement 403(b) Plan side-by-side with 3 peers →

Stavros Retirement 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Grace Hospital Savings Plan in OH ($3M); by covered participants it is Cheshire Academy 403(b) DC and Tda Retirement Plan in CT (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Grace Hospital Savings Plan (OH) $3M · 80
Gateway Community Services Matched Savings Plan (FL) $3M · 255
The Community at Brookmeade 403(b) Plan (NY) $3M · 225
Supplemental Retirement Plan (NJ) $3M · 21

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

Cheshire Academy 403(b) DC and Tda Retirement Plan (CT) 113 · 0 off
Greenhills School Retirement Plan (MI) 113 · 0 off
Foote School DC Retirement Plan (CT) 113 · 0 off
Smw Engineering Group, Inc. 401(k) Plan (AL) 113 · 0 off

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 Stavros Retirement 403(b) Plan assets move in 2022? ▼

Stavros Retirement 403(b) Plan grew at a solid clip - up 9.6% during 2022, from $2M to $3M. Reported net income was $239K.

Which Other plans are similar in size to Stavros Retirement 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Grace Hospital Savings Plan in OH ($3M, 80 participants).

Which Other plans cover a similar participant headcount to Stavros Retirement 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Cheshire Academy 403(b) DC and Tda Retirement Plan in CT (113 participants, N/A 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 510172014.