Other · DOL Form 5500 · 2023
Open Sky Community Services, Inc. Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,283
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $25,285
- Avg per participant Low balance/head
Official DOL plan name: Open Sky Community Services, Inc. Tax-Deferred Annuity Plan · Sponsored by Open Sky Community Services, Inc. · Massachusetts · Healthcare & Social Assistance
$32M in assets, 1,283 participants
Open Sky Community Services, Inc.'s Open Sky Community Services, Inc. Tax-Deferred Annuity Plan reported $32M in total assets and 1,283 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,712 in Healthcare & Social Assistance (17,684 peers)
Where Open Sky Community Services, Inc. Tax-Deferred Annuity Plan sits by assets
Open Sky Community Services, Inc. Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $32M for 1,283 participants (~$25,285/participant), up 17.5% in 2023.
- #14,712
- in Healthcare & Social Assistance (17,684 peers)
- +17.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Open Sky Community Services, Inc. Tax-Deferred Annuity Plan's outsized position by total assets
Open Sky Community Services, Inc. Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,440,130 Top 20% higher than 80% 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
Open Sky Community Services, Inc. Tax-Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Open Sky Community Services, Inc. Tax-Deferred Annuity Plan lands in the large band (1,283 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Open Sky Community Services, Inc. Tax-Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Open Sky Community Services, Inc. Tax-Deferred Annuity Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Open Sky Community Services, Inc. Tax-Deferred Annuity Plan reported participants rose from 1,134 in the plan year 2022 filing to 1,283 in the plan year 2023 filing.
DOL schedule card
Filing strip 042587863 · Open Sky Community Services, Inc. PY 2023 · Other
Open Sky Community Services, Inc. Tax-Deferred Annuity Plan · $32M · 1,283 · 80th
- SCH $32M
- EBSA 1,283
- PART 80th
- TYPE Other
- NET near Northwestern Counseling and Support Services Tax Deferred Annuity
- BOOK ind #14712
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 →
Open Sky Community Services, Inc. Tax-Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 042587863 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Open Sky Community Services, Inc.)
Sponsor-wide plan assets over time
All Open Sky Community Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 24.572569708216253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,134 | $28M |
| 2023 | 1 | 1,283 | $32M |
| 2024 | 1 | 1,281 | $34M |
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
Open Sky Community Services, Inc. Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northwestern Counseling and Support Services Tax Deferred Annuity in VT ($32M); by covered participants it is Southwest Behavioral Health Services, Inc. Retirement Plan in AZ (1,284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,283 participants); asset peers above are excluded.
- Southwest Behavioral Health Services, Inc. Retirement Plan (AZ) 1,284 · 1 off
- Burke Rehabilitation Hospital 403(b) Plan (NY) 1,285 · 2 off
- Washington and Lee University Defined Contribution Plan (VA) 1,288 · 5 off
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,278 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.