401(k) · DOL Form 5500 · 2023
Umass Memorial Shields Pharmacy LLC 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 1,845
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $33,839
- Avg per participant Low balance/head
Official DOL plan name: Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan · Sponsored by Umass Memorial Shields Pharmacy LLC · Massachusetts · Retail Trade
$62M in assets, 1,845 participants
Umass Memorial Shields Pharmacy LLC's Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan reported $62M in total assets and 1,845 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,838 in Retail Trade (8,414 peers)
Coverage in Massachusetts
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan covers 1,845 participants in Massachusetts, 2.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $62M.
- #7,838
- in Retail Trade (8,414 peers)
- +53.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,433,238 Top 12% higher than 88% 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
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan lands in the large band (1,845 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan reported net income rose from $7M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2022 filing to $62M in the plan year 2023 filing.
- Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan reported participants rose from 1,281 in the plan year 2022 filing to 1,845 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 453841517 · Umass Memorial Shields Pharmacy LLC PY 2023 · 401(k)
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan · $62M · 1,845 · 88th
- EOY $62M
- 5500 1,845
- ASSETS 88th
- PCT 401(k)
- EIN near Alaska Power & Telephone Company Employee Stock Ownership & Savings Plan
- RANK ind #7838
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 Retail Trade retirement plans → · Plans in Massachusetts →
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $22M |
| Employer EIN | 453841517 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Shields Pharmacy LLC)
Sponsor-wide plan assets over time
All Umass Memorial Shields Pharmacy LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 117.13898412596009% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,281 | $41M |
| 2023 | 1 | 1,845 | $62M |
| 2024 | 1 | 2,057 | $88M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Alaska Power & Telephone Company Employee Stock Ownership & Savings Plan in AK ($62M); by covered participants it is Rosauers Supermarkets, Inc. Retirement Plan in WA (1,845 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,845 participants); asset peers above are excluded.
- Rosauers Supermarkets, Inc. Retirement Plan (WA) 1,845 · 0 off
- Showpay LLC Retirement Plan (NY) 1,845 · 0 off
- Kone Inc. Employee Savings Plan (IL) 1,846 · 1 off
- Atlanta Braves 401(k) Plan (GA) 1,846 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.