401(k)
2023 plan-year 401(k) DOL Form 5500

403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

INCOMPASS HUMAN SERVICES, INC.

This 401(k) plan holds $1M in total assets and serves 184 participants as of 2023. It is sponsored by INCOMPASS HUMAN SERVICES, INC. in Massachusetts. The plan reported positive net income of $582K for the year.

Total Assets (2023)
$1M
Participants
184
Industry
Other Services

What the Filing Says About 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC.

403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. is a 401(k) retirement plan sponsored by INCOMPASS HUMAN SERVICES, INC., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 184 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 046111877, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $899K at the beginning of 2023 to $1M at year-end — a gain of 64.8%. Net assets (after liabilities) closed the year at $1M, with reported net income of $582K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$899K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$582K
Plan Type401(k)
Employer EIN046111877
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INCOMPASS HUMAN SERVICES, INC.)

Year Plans Participants Total Assets
2022 2 846 $2M
2023 1 184 $1M

Nearby 401(k) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC.?
As of the 2023 Form 5500 filing, 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. holds $1M in total assets with 184 participants. It is sponsored by INCOMPASS HUMAN SERVICES, INC..
What type of plan is 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC.?
403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 046111877.
Who sponsors the 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC.?
403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. is sponsored by INCOMPASS HUMAN SERVICES, INC., located in Massachusetts. The sponsor's EIN is 046111877 and the plan operates in the Other Services industry.
How did 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. perform in 2023?
403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. grew by 64.8% during 2023, moving from $899K to $1M in total assets. Net income was $582K.
Where can I find official filings for 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC.?
Official Form 5500 filings for 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 046111877 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. compare to other plans?
You can compare 403(B) THRIFT PLAN FOR INCOMPASS HUMAN SERVICES, INC. against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 046111877.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.