401(k) · DOL Form 5500 · 2023
Massachusetts Medical Society 401(k) Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 445
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $357,151
- Avg per participant High balance/head
Official DOL plan name: The Massachusetts Medical Society Savings and Investment Plan · Sponsored by Massachusetts Medical Society · Massachusetts · Information & Media
$159M in assets, 445 participants
Massachusetts Medical Society's The Massachusetts Medical Society Savings and Investment Plan reported $159M in total assets and 445 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #2,552 in Information & Media (2,818 peers)
Where The Massachusetts Medical Society Savings and Investment Plan sits by assets
The Massachusetts Medical Society Savings and Investment Plan sits in the top 10% of all filed plans by assets, $159M for 445 participants (~$357,151/participant), up 14.9% in 2023.
- #2,552
- in Information & Media (2,818 peers)
- +14.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
The Massachusetts Medical Society Savings and Investment Plan's outsized position by total assets
The Massachusetts Medical Society Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$158,932,308 Top 6% higher than 94% 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
The Massachusetts Medical Society Savings and Investment 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. The Massachusetts Medical Society Savings and Investment Plan sits mid-pack in the medium band (445 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Massachusetts Medical Society Savings and Investment Plan reported net income rose from -$27M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- The Massachusetts Medical Society Savings and Investment Plan end-of-year assets rose from $138M in the plan year 2022 filing to $159M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042050773 · Massachusetts Medical Society PY 2023 · 401(k)
The Massachusetts Medical Society Savings and Investment Plan · $159M · 445 · 94th
- EBSA $159M
- PART 445
- TYPE 94th
- NET 401(k)
- BOOK near Elara Caring National 401(k) Plan
- VS-ST ind #2552
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 →
The Massachusetts Medical Society Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $21M |
| Employer EIN | 042050773 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 615 | $283M |
| 2023 | 2 | 602 | $305M |
| 2024 | 2 | 602 | $314M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
The Massachusetts Medical Society Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Elara Caring National 401(k) Plan in TX ($159M); by covered participants it is Conewago Holdings, Inc 401(k) Plan in PA (445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Elara Caring National 401(k) Plan (TX) $159M · 9,900
- Ducks Unlimited, Inc. 401(k) Plan (TN) $159M · 657
- Apfs 401(k) Plan (IL) $159M · 6,360
- Transperfect Translations International, Inc. Retirement Plan (NY) $159M · 2,567
Similar participant headcount
Nearest other-state filings by covered participants (445 participants); asset peers above are excluded.
- Conewago Holdings, Inc 401(k) Plan (PA) 445 · 0 off
- Rausch Coleman Homes Retirement Savings Plan (AR) 445 · 0 off
- Eastern Propane 401(k) Plan (NH) 445 · 0 off
- Austrian Motors Corp. 401(k) Profit-Sharing Plan (MD) 445 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.