Other · DOL Form 5500 · 2023
Greater Lynn Senior Services, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $69,017
- Avg per participant Below avg balance/head
Official DOL plan name: Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan · Sponsored by Greater Lynn Senior Services, Inc. · Massachusetts · Healthcare & Social Assistance
$13M in assets, 195 participants
Greater Lynn Senior Services, Inc.'s Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan reported $13M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,398 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan covers 195 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.
- #12,398
- in Healthcare & Social Assistance (17,684 peers)
- +12.9%
- assets growth YoY
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,458,403 Top 35% higher than 65% 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
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity 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. Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan reported participants fell from 224 in the plan year 2022 filing to 195 in the plan year 2023 filing.
- Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042581129 · Greater Lynn Senior Services, Inc. PY 2023 · Other
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan · $13M · 195 · 65th
- PHOTO $13M
- IND 195
- EOY 65th
- 5500 Other
- ASSETS near Prep for Prep 403 (B) DC Plan
- PCT ind #12398
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 →
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 042581129 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Lynn Senior Services, Inc.)
Sponsor-wide plan assets over time
All Greater Lynn Senior Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 9.809035745202234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $12M |
| 2023 | 1 | 195 | $13M |
| 2024 | 1 | 220 | $13M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Prep for Prep 403 (B) DC Plan in NY ($13M); by covered participants it is Mcpherson College 403(b) Plan in KS (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Prep for Prep 403 (B) DC Plan (NY) $13M · 60
- Compass Connections 403(b) Retirement Plan (TX) $13M · 3,457
- Goddard College Defined Contribution Retirement Plan (VT) $13M · 105
- National 4-H Council 403(b) Plan (DC) $13M · 99
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Mcpherson College 403(b) Plan (KS) 195 · 0 off
- Greater Chicago Food Depository Retirement Savings Plan (IL) 195 · 0 off
- Marin Country Day School Defined Contribution 403(b) Retirement Plan (CA) 195 · 0 off
- Calhoun School 403(b) DC Plan (NY) 195 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.