401(k) · DOL Form 5500 · 2023

Massachusetts Teachers Association 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
154
Participants Small participant base
71st
Percentile by assets National rank
$119,807
Avg per participant Near avg balance/head
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Official DOL plan name: Massachusetts Teacher Association 401(k) Savings Plan · Sponsored by Massachusetts Teachers Association · Massachusetts · Educational Services

$18M in assets, 154 participants

Massachusetts Teachers Association's Massachusetts Teacher Association 401(k) Savings Plan reported $18M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,011 in Educational Services (3,735 peers)

Coverage in Massachusetts

Massachusetts Teacher Association 401(k) Savings Plan covers 154 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#2,011
in Educational Services (3,735 peers)
+19.7%
assets growth YoY

Massachusetts Teacher Association 401(k) Savings Plan's outsized position by total assets

Massachusetts Teacher Association 401(k) Savings Plan vs every filed plan by assets

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

$18,450,332 Top 29% higher than 71% 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 Teacher Association 401(k) Savings 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. Massachusetts Teacher Association 401(k) Savings Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Massachusetts Teacher Association 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Massachusetts Teacher Association 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Massachusetts Teacher Association 401(k) Savings Plan reported participants fell from 161 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 041591200 · Massachusetts Teachers Association PY 2023 · 401(k)

Massachusetts Teacher Association 401(k) Savings Plan · $18M · 154 · 71st

  • EOY $18M
  • 5500 154
  • ASSETS 71st
  • PCT 401(k)
  • EIN near Staple Cotton Cooperative Association and Its Affiliates 401(k) Retirement Savings Plan
  • RANK ind #2011

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 Educational Services retirement plans → · Plans in Massachusetts →

Massachusetts Teacher Association 401(k) Savings Plan in the asset neighbourhood

Massachusetts Teacher Association 401(k) Savings PlanMassachusetts Teacher Associ…$18MStaple Cotton Cooperative Association and Its Affiliates 401(k) Retirement Savings PlanStaple Cotton Cooperative As…$18MCertain Affinity 401(k) Plan$18MQ Corporate Holdings Retirement and Savings PlanQ Corporate Holdings Retirem…$18MPine Instrument Company 401(k) Profit Sharing PlanPine Instrument Company 401(…$18M
End-of-year total assets ($M) among Massachusetts Teacher Association 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN041591200
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Teachers Association)

Sponsor-wide plan assets over time

All Massachusetts Teachers Association plans reported in each filing year

Latest sponsor-wide plan assets
$262M 10.124152512940407% vs 2022
2024 filing year
$230M$240M$250M$260M$270M 202220232024 $238M $262M ▲ +10.1%
Year Plans Participants Total Assets
2022 2 303 $238M
2023 2 301 $247M
2024 2 310 $262M

Nearby 401(k) Plans in Massachusetts

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

Massachusetts Teacher Association 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Massachusetts Teacher Association 401(k) Savings Plan, Total assets ($B): 0.018450332 · Participants: 154Massachusetts Teacher Association 401(k) 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 Teacher Association 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Massachusetts Teacher Association 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Staple Cotton Cooperative Association and Its Affiliates 401(k) Retirement Savings Plan in MS ($18M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Teacher Association 401(k) Savings Plan assets move in 2023? ▼
Massachusetts Teacher Association 401(k) Savings Plan grew sharply - up 19.7% during 2023, from $15M to $18M. Reported net income was $3M.
How have Massachusetts Teachers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Teachers Association's sponsor-wide assets grew 10.1%, from $238M to $262M.
Which 401(k) plans are similar in size to Massachusetts Teacher Association 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Staple Cotton Cooperative Association and Its Affiliates 401(k) Retirement Savings Plan in MS ($18M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Massachusetts Teacher Association 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 041591200.

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.