Other · DOL Form 5500 · 2023
Walpole Area Visiting Nurse Association, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $36,715
- Avg per participant Low balance/head
Official DOL plan name: Walpole Area Visiting Nurse Association 403(b) Retirement Plan · Sponsored by Walpole Area Visiting Nurse Association, Inc. · Massachusetts · Healthcare & Social Assistance
$4M in assets, 115 participants
Walpole Area Visiting Nurse Association, Inc.'s Walpole Area Visiting Nurse Association 403(b) Retirement Plan reported $4M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,818 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Walpole Area Visiting Nurse Association 403(b) Retirement Plan covers 115 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.
- #7,818
- in Healthcare & Social Assistance (17,684 peers)
- +13.4%
- assets growth YoY
Walpole Area Visiting Nurse Association 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Walpole Area Visiting Nurse Association 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,222,230 41st percentile higher than 41% 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
Walpole Area Visiting Nurse Association 403(b) 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. Walpole Area Visiting Nurse Association 403(b) Retirement Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Walpole Area Visiting Nurse Association 403(b) Retirement Plan reported net income rose from -$692K in the plan year 2022 filing to $499K in the plan year 2023 filing.
- Walpole Area Visiting Nurse Association 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Walpole Area Visiting Nurse Association 403(b) Retirement Plan reported participants fell from 125 in the plan year 2022 filing to 115 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042104425 · Walpole Area Visiting Nurse Association, Inc. PY 2023 · Other
Walpole Area Visiting Nurse Association 403(b) Retirement Plan · $4M · 115 · 41st
- EBSA $4M
- PART 115
- TYPE 41st
- NET Other
- BOOK near Rescue Mission Alliance 403(b) Retirement Plan
- VS-ST ind #7818
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 →
Walpole Area Visiting Nurse Association 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $499K |
| Employer EIN | 042104425 |
| Plan Effective Date | 2018-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walpole Area Visiting Nurse Association, Inc.)
Sponsor-wide plan assets over time
All Walpole Area Visiting Nurse Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 25.120418898784745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $4M |
| 2023 | 1 | 115 | $4M |
| 2024 | 1 | 94 | $5M |
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
Walpole Area Visiting Nurse Association 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Rescue Mission Alliance 403(b) Retirement Plan in CA ($4M); by covered participants it is Allen-Stevenson School Defined Contribution Retirement Plan in NY (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.