Defined Benefit (Pension) · DOL Form 5500 · 2023

Amelia Peabody Foundation Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 3
Participants Small participant base: 39th
Percentile by assets National rank: $1.2M
Avg per participant High balance/head

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Official DOL plan name: Amelia Peabody Foundation Pension Plan · Sponsored by Amelia Peabody Foundation · Massachusetts · Other Services

$4M in assets, 3 participants

Amelia Peabody Foundation's Amelia Peabody Foundation Pension Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#4,871 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Amelia Peabody Foundation Pension Plan ranks #4,871 of 7,857 2023 filers by assets (547% of the sector average)-$4M for 3 participants.

#4,871
in Other Services (7,857 peers): -50.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amelia Peabody Foundation Pension Plan's mid-pack asset rank among Other Services and all filers

Amelia Peabody Foundation Pension Plan vs every filed plan by assets

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

$3,667,086 39th percentile higher than 39% 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

Amelia Peabody Foundation Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amelia Peabody Foundation Pension Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Amelia Peabody Foundation Pension Plan reported net income fell from $2M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
Amelia Peabody Foundation Pension Plan end-of-year assets fell from $7M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 046036558 · Amelia Peabody Foundation PY 2023 · Defined Benefit (Pension)

Amelia Peabody Foundation Pension Plan · $4M · 3 · 39th

RANK $4M
RANK 3
RANK 39th
RANK Defined Benefit (Pension)
RANK near Paresh B. Kumar D.D.S. Defined Benefit Pension Plan
RANK ind #4871

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 Other Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Amelia Peabody Foundation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$4M
Net Income	-$4M
Employer EIN	046036558
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Amelia Peabody Foundation)

Latest sponsor-wide plan assets: $3M 66.01585436075928% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$7M
2023	2	6	$4M
2024	2	6	$3M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Amelia Peabody Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
New England Teamsters Pension Fund $9.1B · 21,786
Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
N. Atlantic States Carp. Pension Fund $5.0B · 17,166

Compare Amelia Peabody Foundation Pension Plan side-by-side with 3 peers →

Amelia Peabody Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Paresh B. Kumar D.D.S. Defined Benefit Pension Plan in CA ($4M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Paresh B. Kumar D.D.S. Defined Benefit Pension Plan (CA) $4M · 6
Planahead, LLC Defined Benefit Plan (CA) $4M · 16
Michael a. Littman, Atty., Defined Benefit Plan (CO) $4M · 1
Retirement Plan for Employees of the Polarware Company (WI) $4M · 20

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cape Cod Management, LLC Defined Benefit Pension Plan (TX) 3 · 0 off
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan (AZ) 3 · 0 off
Herzer Financial Services Inc Defined Benefit Pension Plan (CA) 3 · 0 off
Tremond Alloys and Metals Corp. Pension Plan (NY) 3 · 0 off

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 Amelia Peabody Foundation Pension Plan assets move in 2023? ▼

Amelia Peabody Foundation Pension Plan contracted severely - down 50.5% during 2023, from $7M to $4M. Reported net income was -$4M.

How have Amelia Peabody Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Amelia Peabody Foundation's sponsor-wide assets declined 66.0%, from $7M to $3M.

Which Defined Benefit (Pension) plans are similar in size to Amelia Peabody Foundation Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Paresh B. Kumar D.D.S. Defined Benefit Pension Plan in CA ($4M, 6 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Amelia Peabody Foundation Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 046036558.