Other · DOL Form 5500 · 2023
Southwest Boston Senior Svcs Inc. D/B/a Ethos Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $55,251
- Avg per participant Low balance/head
Official DOL plan name: Ethos Retirement Plan · Sponsored by Southwest Boston Senior Svcs Inc. D/B/a Ethos · Massachusetts · Healthcare & Social Assistance
$7M in assets, 119 participants
Southwest Boston Senior Svcs Inc. D/B/a Ethos's Ethos Retirement Plan reported $7M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,721 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Ethos Retirement Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- #9,721
- in Healthcare & Social Assistance (17,684 peers)
- +16.4%
- assets growth YoY
Ethos Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ethos Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,574,816 Top 50% higher than 50% 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
Ethos Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethos Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ethos Retirement Plan reported net income rose from -$698K in the plan year 2022 filing to $925K in the plan year 2023 filing.
- Ethos Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Ethos Retirement Plan reported participants rose from 116 in the plan year 2022 filing to 119 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 237304163 · Southwest Boston Senior Svcs Inc. D/B/a Ethos PY 2023 · Other
Ethos Retirement Plan · $7M · 119 · 50th
- PART $7M
- PART 119
- PART 50th
- PART Other
- PART near Artesia Christian Home 403b Plan
- PART ind #9721
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 →
Ethos Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $925K |
| Employer EIN | 237304163 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Boston Senior Svcs Inc. D/B/a Ethos)
Sponsor-wide plan assets over time
All Southwest Boston Senior Svcs Inc. D/B/a Ethos plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 37.980909638317506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $6M |
| 2023 | 1 | 119 | $7M |
| 2024 | 1 | 135 | $8M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 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
Ethos Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Artesia Christian Home 403b Plan in CA ($7M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Cathedral Home for Children Retirement Plan (WY) 119 · 0 off
- Sharon S. Richardson Community Hospice 403(b) Plan (WI) 119 · 0 off
- Kcrw 403(b) DC Plan (CA) 119 · 0 off
- St. Andrews on the Marsh, Inc 403(b) DC Plan (GA) 119 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.