401(k) · DOL Form 5500 · 2023

Massachusetts Nurses Association 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
86
Participants Small participant base
79th
Percentile by assets National rank
$341,722
Avg per participant High balance/head
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Official DOL plan name: Massachusetts Nurses Association Retirement & Savings Plan · Sponsored by Massachusetts Nurses Association · Massachusetts · Professional & Technical Services

$29M in assets, 86 participants

Massachusetts Nurses Association's Massachusetts Nurses Association Retirement & Savings Plan reported $29M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,133 in Professional & Technical Services (20,321 peers)

Where Massachusetts Nurses Association Retirement & Savings Plan sits by assets

Massachusetts Nurses Association Retirement & Savings Plan sits in the top quartile of all filed plans by assets, $29M for 86 participants (~$341,722/participant), up 17.8% in 2023.

#16,133
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Massachusetts Nurses Association Retirement & Savings Plan's outsized position by total assets

Massachusetts Nurses Association Retirement & Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,388,104 Top 21% higher than 79% of 127,068 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 2023

Massachusetts Nurses Association Retirement & Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Nurses Association Retirement & Savings Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Massachusetts Nurses Association Retirement & Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Massachusetts Nurses Association Retirement & Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Massachusetts Nurses Association Retirement & Savings Plan reported participants rose from 81 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041591164 · Massachusetts Nurses Association PY 2023 · 401(k)

Massachusetts Nurses Association Retirement & Savings Plan · $29M · 86 · 79th

  • ASSETS $29M
  • PCT 86
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Marion and Polk Schools Credit Union 401(k) Plan
  • IND ind #16133

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 →

Massachusetts Nurses Association Retirement & Savings Plan in the asset neighbourhood

Massachusetts Nurses Association Retirement & Savings PlanMassachusetts Nurses Associa…$29MMarion and Polk Schools Credit Union 401(k) PlanMarion and Polk Schools Cred…$29MNisivoccia LLP 401(k) Plan$29MCogent, Inc. Profit Sharing 401(k) PlanCogent, Inc. Profit Sharing …$29MWeldon, Williams & Lick, Inc. 401(k) PlanWeldon, Williams & Lick, Inc…$29M
End-of-year total assets ($M) among Massachusetts Nurses Association Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN041591164
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Nurses Association)

Sponsor-wide plan assets over time

All Massachusetts Nurses Association plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.32834472132104% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $30.5M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 81 $25M
2023 1 86 $29M
2024 1 83 $31M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Massachusetts Nurses Association Retirement & Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Massachusetts Nurses Association Retirement & Savings Plan, Total assets ($B): 0.029388104 · Participants: 86Massachusetts Nurses Association Retirement & Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Massachusetts Nurses Association Retirement & Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Massachusetts Nurses Association Retirement & Savings Plan side-by-side with 3 peers →

Massachusetts Nurses Association Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Marion and Polk Schools Credit Union 401(k) Plan in OR ($29M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Massachusetts Nurses Association Retirement & Savings Plan assets move in 2023? ▼
Massachusetts Nurses Association Retirement & Savings Plan grew sharply - up 17.8% during 2023, from $25M to $29M. Reported net income was $4M.
How have Massachusetts Nurses Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Nurses Association's sponsor-wide assets grew 22.3%, from $25M to $31M.
Where does Massachusetts Nurses Association Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Massachusetts Nurses Association Retirement & Savings Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Massachusetts Nurses Association Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marion and Polk Schools Credit Union 401(k) Plan in OR ($29M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Massachusetts Nurses Association Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041591164.

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.