Other · DOL Form 5500 · 2023

George F Killgoar Jr Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 29th
Percentile by assets National rank: $840,232
Avg per participant High balance/head

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Official DOL plan name: George F Killgoar Jr · Sponsored by George F Killgoar Jr · Massachusetts · Professional & Technical Services

$2M in assets, 2 participants

George F Killgoar Jr's George F Killgoar Jr reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#4,900 in Professional & Technical Services (20,321 peers)

George F Killgoar Jr multi-year trail

George F Killgoar Jr's plans moved +21.0% in assets from 2022 to 2024; this filing shows George F Killgoar Jr at $2M / 2 participants.

#4,900
in Professional & Technical Services (20,321 peers): +10.6%
assets growth YoY

George F Killgoar Jr among the smaller filed plans by assets

George F Killgoar Jr vs every filed plan by assets

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

$1,680,464 29th percentile higher than 29% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

George F Killgoar Jr among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George F Killgoar Jr is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

George F Killgoar Jr reported net income rose from -$194K in the plan year 2022 filing to $161K in the plan year 2023 filing.
George F Killgoar Jr end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042877004 · George F Killgoar Jr PY 2023 · Other

George F Killgoar Jr · $2M · 2 · 29th

EBSA $2M
EBSA 2
EBSA 29th
EBSA Other
EBSA near Mount Aloysius Corporation Retirement Plan
EBSA ind #4900

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 →

End-of-year total assets ($M) among George F Killgoar Jr and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

George F Killgoar Jr multi-year asset trail

Latest sponsor-wide plan assets: $2M 20.99102994121522% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$2M
2024	1	2	$2M

George F Killgoar Jr filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$161K
Employer EIN	042877004
Plan Effective Date	1984-12-03
Filing Status	FILING RECEIVED

Nearby Other Plans in Massachusetts

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

George F Killgoar Jr vs. nearby Other plans in Massachusetts, assets vs. participants

The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
Boston University Retirement Plan $2.8B · 8,130
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
Northeastern University Retirement Plan $2.3B · 8,553

Compare George F Killgoar Jr side-by-side with 3 peers →

George F Killgoar Jr's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Mount Aloysius Corporation Retirement Plan in OH ($2M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Mount Aloysius Corporation Retirement Plan (OH) $2M · 134
403(b) Thrift Plan for Employees of All Well-Being Services (MI) $2M · 53
Tiaa-Cref Retirement Plan for Employees (FL) $2M · 15
Mcilrath & Eck Safe Harbor 401(k) Ps Plan (WA) $2M · 10

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
Estes Park Institute Safe Harbor Plan 403(b) (CO) 2 · 0 off
Cimco Enterprises, Inc. Pension Plan and Trust (WA) 2 · 0 off
James a. Mcpeake Profit Sharing Plan (KY) 2 · 0 off

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 George F Killgoar Jr assets move in 2023? ▼

George F Killgoar Jr grew at a solid clip - up 10.6% during 2023, from $2M to $2M. Reported net income was $161K.

How have George F Killgoar Jr plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), George F Killgoar Jr's sponsor-wide assets grew 21.0%, from $2M to $2M.

Which Other plans are similar in size to George F Killgoar Jr? ▼

Among Other plans in other states, the closest by assets is Mount Aloysius Corporation Retirement Plan in OH ($2M, 134 participants).

Which Other plans cover a similar participant headcount to George F Killgoar Jr? ▼

Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 042877004.