Defined Benefit (Pension) · DOL Form 5500 · 2023

Massachusetts Medical Society Pension Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
157
Participants Small participant base
93rd
Percentile by assets National rank
$932,979
Avg per participant High balance/head
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Official DOL plan name: Massachusetts Medical Society Pension Plan · Sponsored by Massachusetts Medical Society · Massachusetts · Information & Media

$146M in assets, 157 participants

Massachusetts Medical Society's Massachusetts Medical Society Pension Plan reported $146M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #2,536 in Information & Media (2,818 peers)

Coverage in Massachusetts

Massachusetts Medical Society Pension Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $146M.

#2,536
in Information & Media (2,818 peers)
+1.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Massachusetts Medical Society Pension Plan's outsized position by total assets

Massachusetts Medical Society Pension Plan vs every filed plan by assets

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

$146,477,671 Top 7% higher than 93% 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

Massachusetts Medical Society Pension 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. Massachusetts Medical Society Pension Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Massachusetts Medical Society Pension Plan reported net income rose from -$40M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Massachusetts Medical Society Pension Plan reported participants fell from 172 in the plan year 2022 filing to 157 in the plan year 2023 filing.
  • Massachusetts Medical Society Pension Plan end-of-year assets rose from $145M in the plan year 2022 filing to $146M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042050773 · Massachusetts Medical Society PY 2023 · Defined Benefit (Pension)

Massachusetts Medical Society Pension Plan · $146M · 157 · 93rd

  • EOY $146M
  • 5500 157
  • ASSETS 93rd
  • PCT Defined Benefit (Pension)
  • EIN near Cement Masons Local No. 886/404 Pension Plan
  • RANK ind #2536

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 Information & Media retirement plans → · Plans in Massachusetts →

Massachusetts Medical Society Pension Plan in the asset neighbourhood

Pierce Manufacturing Inc. Pension PlanPierce Manufacturing Inc. Pe…$147MMassachusetts Medical Society Pension PlanMassachusetts Medical Societ…$146MCement Masons Local No. 886/404 Pension PlanCement Masons Local No. 886/…$146MBakers Local No 433 Pension PlanBakers Local No 433 Pension …$146MThe Esab Group, Inc. Consolidated Retirement PlanThe Esab Group, Inc. Consoli…$146M
End-of-year total assets ($M) among Massachusetts Medical Society Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$146M
Net Income$2M
Employer EIN042050773
Plan Effective Date1947-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Medical Society)

Sponsor-wide plan assets over time

All Massachusetts Medical Society plans reported in each filing year

Latest sponsor-wide plan assets
$314M 11.166540827252506% vs 2022
2024 filing year
$270M$280M$290M$300M$310M$320M 202220232024 $283M $314M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 615 $283M
2023 2 602 $305M
2024 2 602 $314M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Massachusetts Medical Society Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Massachusetts Medical Society Pension Plan, Total assets ($B): 0.146477671 · Participants: 157Massachusetts Medical Society Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Massachusetts Medical Society Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Massachusetts Medical Society Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Cement Masons Local No. 886/404 Pension Plan in OH ($146M); by covered participants it is Burr & Forman LLP Cash Balance Plan in AL (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Massachusetts Medical Society Pension Plan assets move in 2023?
Massachusetts Medical Society Pension Plan edged up modestly - up 1.4% during 2023, from $145M to $146M. Reported net income was $2M.
How have Massachusetts Medical Society plan assets changed over time?
Across 3 plan years on file (2022-2024), Massachusetts Medical Society's sponsor-wide assets grew 11.2%, from $283M to $314M.
Where does Massachusetts Medical Society Pension Plan rank by assets among Form 5500 filers?
Massachusetts Medical Society Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Massachusetts Medical Society Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Local No. 886/404 Pension Plan in OH ($146M, 645 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Massachusetts Medical Society Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Burr & Forman LLP Cash Balance Plan in AL (157 participants, $13M in assets).