401(k) · DOL Form 5500 · 2023
Charles River Medical Associates PC 401(k) Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 351
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $310,324
- Avg per participant High balance/head
Official DOL plan name: Charles River Medical Associates, P.C. 401(k) Retirement Plan · Sponsored by Charles River Medical Associates PC · Massachusetts · Healthcare & Social Assistance
$109M in assets, 351 participants
Charles River Medical Associates PC's Charles River Medical Associates, P.C. 401(k) Retirement Plan reported $109M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,426 in Healthcare & Social Assistance (17,684 peers)
Where Charles River Medical Associates, P.C. 401(k) Retirement Plan sits by assets
Charles River Medical Associates, P.C. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $109M for 351 participants (~$310,324/participant), up 26.2% in 2023.
- #16,426
- in Healthcare & Social Assistance (17,684 peers)
- +26.2%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Charles River Medical Associates, P.C. 401(k) Retirement Plan's outsized position by total assets
Charles River Medical Associates, P.C. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$108,923,648 Top 8% higher than 92% 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
Charles River Medical Associates, P.C. 401(k) Retirement 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. Charles River Medical Associates, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (351 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles River Medical Associates, P.C. 401(k) Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Charles River Medical Associates, P.C. 401(k) Retirement Plan end-of-year assets rose from $86M in the plan year 2022 filing to $109M in the plan year 2023 filing.
- Charles River Medical Associates, P.C. 401(k) Retirement Plan reported participants rose from 301 in the plan year 2022 filing to 351 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 043260427 · Charles River Medical Associates PC PY 2023 · 401(k)
Charles River Medical Associates, P.C. 401(k) Retirement Plan · $109M · 351 · 92nd
- IND $109M
- EOY 351
- 5500 92nd
- ASSETS 401(k)
- PCT near Air Wisconsin Pilots 401(k) Plan
- EIN ind #16426
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 →
Charles River Medical Associates, P.C. 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $23M |
| Employer EIN | 043260427 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles River Medical Associates PC)
Sponsor-wide plan assets over time
All Charles River Medical Associates PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 47.31346990493602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $86M |
| 2023 | 1 | 351 | $109M |
| 2024 | 1 | 449 | $127M |
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
Charles River Medical Associates, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Air Wisconsin Pilots 401(k) Plan in WI ($109M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Air Wisconsin Pilots 401(k) Plan (WI) $109M · 494
- Enerflex Inc. and Subsidiaries Matched Savings Plan (TX) $109M · 1,083
- Sculptor Capital 401(k) Plan (NY) $109M · 290
- Pierce Atwood LLP 401(k) Plan (ME) $109M · 259
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Procaps Laboratories, Inc. 401(k) Plan (NV) 351 · 0 off
- Mccarthy & Holthus, LLP 401(k) Retirement Plan (CA) 351 · 0 off
- Resintech, Inc. Profit Sharing 401(k) Plan (NJ) 351 · 0 off
- Telarus 401(k) Profit Sharing Plan (UT) 351 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.