Profit Sharing · DOL Form 5500 · 2023

Social Finance, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
111
Participants Small participant base
56th
Percentile by assets National rank
$80,173
Avg per participant Below avg balance/head
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Official DOL plan name: Social Finance, Inc. 403(b) Plan · Sponsored by Social Finance, Inc. · Massachusetts · Finance & Insurance

$9M in assets, 111 participants

Social Finance, Inc.'s Social Finance, Inc. 403(b) Plan reported $9M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,630 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Social Finance, Inc. 403(b) Plan covers 111 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#3,630
in Finance & Insurance (8,869 peers)
+51.0%
assets growth YoY

Social Finance, Inc. 403(b) Plan's mid-pack asset rank among Finance & Insurance and all filers

Social Finance, Inc. 403(b) Plan vs every filed plan by assets

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

$8,899,212 Top 44% higher than 56% 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

Social Finance, Inc. 403(b) 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. Social Finance, Inc. 403(b) Plan sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 274620963 · Social Finance, Inc. PY 2023 · Profit Sharing

Social Finance, Inc. 403(b) Plan · $9M · 111 · 56th

  • RANK $9M
  • RANK 111
  • RANK 56th
  • RANK Profit Sharing
  • RANK near The Nock and Son Company Profit Sharing Trust
  • RANK ind #3630

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Social Finance, Inc. 403(b) Plan in the asset neighbourhood

The Nock and Son Company Profit Sharing TrustThe Nock and Son Company Pro…$9MAcs Technical Products, Inc. Profit Sharing Plan for Non Union EmployeesAcs Technical Products, Inc.…$9MMarshes Medical Diagnostic Clinic PC Profit Sharing PlanMarshes Medical Diagnostic C…$9MJames a. Brown, M.D., P.C. Profit Sharing Plan & TrustJames a. Brown, M.D., P.C. P…$9MSocial Finance, Inc. 403(b) PlanSocial Finance, Inc. 403(b) …$9M
End-of-year total assets ($M) among Social Finance, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN274620963
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Social Finance, Inc.)

Sponsor-wide plan assets over time

All Social Finance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.73203739836741% vs 2023
2024 filing year
$8M$10M$12M$14M 20232024 $8.9M $12.3M ▲ +37.8%
Year Plans Participants Total Assets
2023 1 111 $9M
2024 1 116 $12M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Social Finance, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Social Finance, Inc. 403(b) Plan, Total assets ($B): 0.008899212 · Participants: 111Social Finance, Inc. 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Social Finance, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Social Finance, Inc. 403(b) Plan side-by-side with 3 peers →

Social Finance, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is The Nock and Son Company Profit Sharing Trust in OH ($9M); by covered participants it is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Social Finance, Inc. 403(b) Plan assets move in 2023? ▼
Social Finance, Inc. 403(b) Plan surged - up 51.0% during 2023, from $6M to $9M. Reported net income was $3M.
How have Social Finance, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Social Finance, Inc.'s sponsor-wide assets grew 37.7%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Social Finance, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Nock and Son Company Profit Sharing Trust in OH ($9M, 20 participants).
Which Profit Sharing plans cover a similar participant headcount to Social Finance, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (111 participants, $6M 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 274620963.

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.