Other · DOL Form 5500 · 2023

Amego, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
946
Participants Near avg headcount
65th
Percentile by assets National rank
$14,036
Avg per participant Low balance/head
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Official DOL plan name: Amego, Inc. 403(b) Plan · Sponsored by Amego, Inc. · Massachusetts · Educational Services

$13M in assets, 946 participants

Amego, Inc.'s Amego, Inc. 403(b) Plan reported $13M in total assets and 946 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.

  • #1,764 in Educational Services (3,735 peers)

Amego, Inc. multi-year trail

Amego, Inc.'s plans moved +82.5% in assets from 2022 to 2024; this filing shows Amego, Inc. 403(b) Plan at $13M / 946 participants.

#1,764
in Educational Services (3,735 peers)
+38.3%
assets growth YoY

Amego, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Amego, Inc. 403(b) Plan vs every filed plan by assets

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

$13,278,306 Top 35% higher than 65% 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

Amego, Inc. 403(b) 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. Amego, Inc. 403(b) Plan sits mid-pack in the medium band (946 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amego, Inc. 403(b) Plan reported net income rose from $153K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Amego, Inc. 403(b) Plan reported participants rose from 663 in the plan year 2022 filing to 946 in the plan year 2023 filing.
  • Amego, Inc. 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237131690 · Amego, Inc. PY 2023 · Other

Amego, Inc. 403(b) Plan · $13M · 946 · 65th

  • PHOTO $13M
  • PHOTO 946
  • PHOTO 65th
  • PHOTO Other
  • PHOTO near Bright Harbor Healthcare Tax Sheltered Annuity Plan
  • PHOTO ind #1764

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 Educational Services retirement plans → · Plans in Massachusetts →

Amego, Inc. 403(b) Plan in the asset neighbourhood

The Pennsylvania Horticultural Society Defined Contribution PlanThe Pennsylvania Horticultur…$13M403(b) Thrift Plan of Washburn Center for Children403(b) Thrift Plan of Washbu…$13MAmego, Inc. 403(b) Plan$13MBright Harbor Healthcare Tax Sheltered Annuity PlanBright Harbor Healthcare Tax…$13MWendell Foster's Campus for Developmental Disabilities, Inc. 403(b) PlanWendell Foster's Campus for …$13M
End-of-year total assets ($M) among Amego, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Amego, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Amego, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 82.45789581600351% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.6M $17.5M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 663 $10M
2023 1 946 $13M
2024 1 1,127 $18M

Amego, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN237131690
Plan Effective Date2009-03-11
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Amego, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Amego, Inc. 403(b) Plan, Total assets ($B): 0.013278306 · Participants: 946Amego, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Amego, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Amego, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Bright Harbor Healthcare Tax Sheltered Annuity Plan in NJ ($13M); by covered participants it is 403(b) Thrift Plan of Alpha Supported Living Services in WA (946 participants). Same-state nearby plans are listed separately above.

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 Amego, Inc. 403(b) Plan assets move in 2023?
Amego, Inc. 403(b) Plan surged - up 38.3% during 2023, from $10M to $13M. Reported net income was $4M.
How have Amego, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Amego, Inc.'s sponsor-wide assets grew 82.5%, from $10M to $18M.
Which Other plans are similar in size to Amego, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Bright Harbor Healthcare Tax Sheltered Annuity Plan in NJ ($13M, 341 participants).
Which Other plans cover a similar participant headcount to Amego, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Alpha Supported Living Services in WA (946 participants, $10M in assets).