401(k) · DOL Form 5500 · 2023

University Club of Boston 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
60
Participants Small participant base
43rd
Percentile by assets National rank
$79,761
Avg per participant Below avg balance/head
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Official DOL plan name: University Club of Boston 401(k) Plan · Sponsored by University Club of Boston · Massachusetts · Arts, Entertainment & Recreation

$5M in assets, 60 participants

University Club of Boston's University Club of Boston 401(k) Plan reported $5M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,886 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, University Club of Boston 401(k) Plan ranks #1,886 of 2,945 2023 filers by assets (580% of the sector average)-$5M for 60 participants.

#1,886
in Arts, Entertainment & Recreation (2,945 peers)
+20.2%
assets growth YoY

University Club of Boston 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

University Club of Boston 401(k) Plan vs every filed plan by assets

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

$4,785,633 43rd percentile higher than 43% 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

University Club of Boston 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Club of Boston 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Club of Boston 401(k) Plan reported net income rose from -$646K in the plan year 2022 filing to $804K in the plan year 2023 filing.
  • University Club of Boston 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • University Club of Boston 401(k) Plan reported participants rose from 55 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041926770 · University Club of Boston PY 2023 · 401(k)

University Club of Boston 401(k) Plan · $5M · 60 · 43rd

  • PHOTO $5M
  • PHOTO 60
  • PHOTO 43rd
  • PHOTO 401(k)
  • PHOTO near Dfa of California 401(k) Plan
  • PHOTO ind #1886

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

University Club of Boston 401(k) Plan in the asset neighbourhood

University Club of Boston 401(k) PlanUniversity Club of Boston 40…$5MDfa of California 401(k) Plan$5M403(b) Thrift Plan for Employees of Summit Early Learning, Inc.403(b) Thrift Plan for Emplo…$5MFreedom Physical Therapy Services, Sc 401(k) PlanFreedom Physical Therapy Ser…$5MTeam Wireless 401(k) Plan$5M
End-of-year total assets ($M) among University Club of Boston 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$804K
Employer EIN041926770
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Club of Boston)

Sponsor-wide plan assets over time

All University Club of Boston plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.400972760154204% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.98M $5.51M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 55 $4M
2023 1 60 $5M
2024 1 71 $6M

Nearby 401(k) Plans in Massachusetts

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

University Club of Boston 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants University Club of Boston 401(k) Plan, Total assets ($B): 0.004785633 · Participants: 60University Club of Boston 401(k) 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
University Club of Boston 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare University Club of Boston 401(k) Plan side-by-side with 3 peers →

University Club of Boston 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dfa of California 401(k) Plan in CA ($5M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 University Club of Boston 401(k) Plan assets move in 2023? ▼
University Club of Boston 401(k) Plan grew sharply - up 20.2% during 2023, from $4M to $5M. Reported net income was $804K.
How have University Club of Boston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Club of Boston's sponsor-wide assets grew 38.4%, from $4M to $6M.
Which 401(k) plans are similar in size to University Club of Boston 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dfa of California 401(k) Plan in CA ($5M, 145 participants).
Which 401(k) plans cover a similar participant headcount to University Club of Boston 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 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 041926770.

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.