401(k) · DOL Form 5500 · 2023

Norwell Visiting Nurse Association, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
283
Participants Below avg headcount
67th
Percentile by assets National rank
$53,744
Avg per participant Low balance/head
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Official DOL plan name: Norwell Vna and Hospice 401(k) Plan & Trust · Sponsored by Norwell Visiting Nurse Association, Inc. · Massachusetts · Healthcare & Social Assistance

$15M in assets, 283 participants

Norwell Visiting Nurse Association, Inc.'s Norwell Vna and Hospice 401(k) Plan & Trust reported $15M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,812 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Norwell Vna and Hospice 401(k) Plan & Trust covers 283 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#12,812
in Healthcare & Social Assistance (17,684 peers)
+20.4%
assets growth YoY

Norwell Vna and Hospice 401(k) Plan & Trust's outsized position by total assets

Norwell Vna and Hospice 401(k) Plan & Trust vs every filed plan by assets

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

$15,209,443 Top 33% higher than 67% 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

Norwell Vna and Hospice 401(k) Plan & Trust 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. Norwell Vna and Hospice 401(k) Plan & Trust sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norwell Vna and Hospice 401(k) Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Norwell Vna and Hospice 401(k) Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Norwell Vna and Hospice 401(k) Plan & Trust reported participants rose from 267 in the plan year 2022 filing to 283 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042104797 · Norwell Visiting Nurse Association, Inc. PY 2023 · 401(k)

Norwell Vna and Hospice 401(k) Plan & Trust · $15M · 283 · 67th

  • BOOK $15M
  • VS-ST 283
  • BOY 67th
  • SCH 401(k)
  • EBSA near The Contractors Retirement Plan
  • PART ind #12812

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 →

Norwell Vna and Hospice 401(k) Plan & Trust in the asset neighbourhood

Norwell Vna and Hospice 401(k) Plan & TrustNorwell Vna and Hospice 401(…$15MThe Contractors Retirement PlanThe Contractors Retirement P…$15MSwope Medical Group Inc Profit Sharing 401(k) PlanSwope Medical Group Inc Prof…$15ME. Gluck Corporation 401(k) PlanE. Gluck Corporation 401(k) …$15MArbor Acres 403(b) Plan$15M
End-of-year total assets ($M) among Norwell Vna and Hospice 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN042104797
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norwell Visiting Nurse Association, Inc.)

Sponsor-wide plan assets over time

All Norwell Visiting Nurse Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.306837509580554% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $17.7M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 267 $13M
2023 1 283 $15M
2024 1 300 $18M

Nearby 401(k) Plans in Massachusetts

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

Norwell Vna and Hospice 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Norwell Vna and Hospice 401(k) Plan & Trust, Total assets ($B): 0.015209443 · Participants: 283Norwell Vna and Hospice 401(k) Plan & TrustFidelity 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
Norwell Vna and Hospice 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norwell Vna and Hospice 401(k) Plan & Trust side-by-side with 3 peers →

Norwell Vna and Hospice 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Contractors Retirement Plan in CA ($15M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Norwell Vna and Hospice 401(k) Plan & Trust assets move in 2023? ▼
Norwell Vna and Hospice 401(k) Plan & Trust grew sharply - up 20.4% during 2023, from $13M to $15M. Reported net income was $3M.
How have Norwell Visiting Nurse Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwell Visiting Nurse Association, Inc.'s sponsor-wide assets grew 40.3%, from $13M to $18M.
Which 401(k) plans are similar in size to Norwell Vna and Hospice 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in CA ($15M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Norwell Vna and Hospice 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants, N/A 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 042104797.

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.