401(k) · DOL Form 5500 · 2023

Nashoba Learning Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
265
Participants Below avg headcount
49th
Percentile by assets National rank
$24,091
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Nashoba Learning Group, Inc. · Sponsored by Nashoba Learning Group, Inc. · Massachusetts · Educational Services

$6M in assets, 265 participants

Nashoba Learning Group, Inc.'s 403(b) Thrift Plan of Nashoba Learning Group, Inc. reported $6M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,256 in Educational Services (3,735 peers)

Coverage in Massachusetts

403(b) Thrift Plan of Nashoba Learning Group, Inc. covers 265 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#1,256
in Educational Services (3,735 peers)
+14.6%
assets growth YoY

403(b) Thrift Plan of Nashoba Learning Group, Inc.'s mid-pack asset rank among Educational Services and all filers

403(b) Thrift Plan of Nashoba Learning Group, Inc. vs every filed plan by assets

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

$6,384,223 49th percentile higher than 49% 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

403(b) Thrift Plan of Nashoba Learning Group, 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 Nashoba Learning Group, Inc. sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Nashoba Learning Group, Inc. reported net income rose from -$183K in the plan year 2022 filing to $814K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Nashoba Learning Group, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Nashoba Learning Group, Inc. reported participants rose from 259 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010672424 · Nashoba Learning Group, Inc. PY 2023 · 401(k)

403(b) Thrift Plan of Nashoba Learning Group, Inc. · $6M · 265 · 49th

  • NET $6M
  • BOOK 265
  • VS-ST 49th
  • BOY 401(k)
  • SCH near Republic 401(k) Plan
  • EBSA ind #1256

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 →

403(b) Thrift Plan of Nashoba Learning Group, Inc. in the asset neighbourhood

403(b) Thrift Plan of Nashoba Learning Group, Inc.403(b) Thrift Plan of Nashob…$6MRepublic 401(k) Plan$6MFranklin County Home Health Agency, Inc. 401(k) PlanFranklin County Home Health …$6MBirnbrey, Minsk,Minsk & Perling LLC Self-Employed Retirement PlanBirnbrey, Minsk,Minsk & Perl…$6MNehemiah Manufacturing 401(k) PlanNehemiah Manufacturing 401(k…$6M
End-of-year total assets ($M) among 403(b) Thrift Plan of Nashoba Learning Group, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$814K
Employer EIN010672424
Plan Effective Date2004-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nashoba Learning Group, Inc.)

Sponsor-wide plan assets over time

All Nashoba Learning Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 43.02620215191507% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.57M $7.97M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 259 $6M
2023 1 265 $6M
2024 1 256 $8M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Nashoba Learning Group, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants 403(b) Thrift Plan of Nashoba Learning Group, Inc., Total assets ($B): 0.006384223 · Participants: 265403(b) Thrift Plan of Nashoba Learning Group, Inc.Fidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
403(b) Thrift Plan of Nashoba Learning Group, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan of Nashoba Learning Group, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Nashoba Learning Group, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Republic 401(k) Plan in NY ($6M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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.

Frequently Asked Questions

How did 403(b) Thrift Plan of Nashoba Learning Group, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Nashoba Learning Group, Inc. grew at a solid clip - up 14.6% during 2023, from $6M to $6M. Reported net income was $814K.
How have Nashoba Learning Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nashoba Learning Group, Inc.'s sponsor-wide assets grew 43.0%, from $6M to $8M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Nashoba Learning Group, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Republic 401(k) Plan in NY ($6M, 142 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Nashoba Learning Group, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010672424.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.