Profit Sharing · DOL Form 5500 · 2023
Elder Services of Worcester Area Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 264
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $54,690
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. · Sponsored by Elder Services of Worcester Area · Massachusetts · Healthcare & Social Assistance
$14M in assets, 264 participants
Elder Services of Worcester Area's 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. reported $14M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #12,651 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. covers 264 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.
- #12,651
- in Healthcare & Social Assistance (17,684 peers)
- +21.9%
- assets growth YoY
403(b) Thrift Plan of Elder Services of Worcester Area, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,438,178 Top 34% higher than 66% 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
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. 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. 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. reported participants rose from 198 in the plan year 2022 filing to 264 in the plan year 2023 filing.
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042545221 · Elder Services of Worcester Area PY 2023 · Profit Sharing
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. · $14M · 264 · 66th
- PART $14M
- PART 264
- PART 66th
- PART Profit Sharing
- PART near Vna of Care New England 403(b) Plan
- PART ind #12651
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 →
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 042545221 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elder Services of Worcester Area)
Sponsor-wide plan assets over time
All Elder Services of Worcester Area plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 35.54857373134797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $12M |
| 2023 | 1 | 264 | $14M |
| 2024 | 1 | 296 | $16M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
403(b) Thrift Plan of Elder Services of Worcester Area, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Vna of Care New England 403(b) Plan in RI ($14M); by covered participants it is The Corporate Source, Inc. 401(a) Plan in NY (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Vna of Care New England 403(b) Plan (RI) $14M · 156
- Lewis County Primary Care 403(b) Plan (KY) $14M · 393
- First Palmetto Bank Retirement Plan (SC) $14M · 160
- Kalb Construction Co. Profit Sharing Plan (NV) $14M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.
- The Corporate Source, Inc. 401(a) Plan (NY) 264 · 0 off
- Triangle Dealers Group Retirement Plan (PR) 264 · 0 off
- New Jersey Urology, LLC Profit Sharing Plan (NJ) 264 · 0 off
- The Contractors Retirement Plan (CA) 264 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.