Other · DOL Form 5500 · 2023

Agespan, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
508
Participants Below avg headcount
79th
Percentile by assets National rank
$59,057
Avg per participant Low balance/head
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Official DOL plan name: Agespan, Inc. Tax Sheltered Annuity · Sponsored by Agespan, Inc. · Massachusetts · Healthcare & Social Assistance

$30M in assets, 508 participants

Agespan, Inc.'s Agespan, Inc. Tax Sheltered Annuity reported $30M in total assets and 508 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,561 in Healthcare & Social Assistance (17,684 peers)

Where Agespan, Inc. Tax Sheltered Annuity sits by assets

Agespan, Inc. Tax Sheltered Annuity sits in the top quartile of all filed plans by assets, $30M for 508 participants (~$59,057/participant), up 16.6% in 2023.

#14,561
in Healthcare & Social Assistance (17,684 peers)
+16.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Agespan, Inc. Tax Sheltered Annuity's outsized position by total assets

Agespan, Inc. Tax Sheltered Annuity vs every filed plan by assets

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

$30,001,117 Top 21% higher than 79% 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

Agespan, Inc. Tax Sheltered Annuity 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. Agespan, Inc. Tax Sheltered Annuity sits mid-pack in the medium band (508 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agespan, Inc. Tax Sheltered Annuity reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Agespan, Inc. Tax Sheltered Annuity end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Agespan, Inc. Tax Sheltered Annuity reported participants rose from 451 in the plan year 2022 filing to 508 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042545136 · Agespan, Inc. PY 2023 · Other

Agespan, Inc. Tax Sheltered Annuity · $30M · 508 · 79th

  • PART $30M
  • TYPE 508
  • NET 79th
  • BOOK Other
  • VS-ST near Salem Regional Medical Center 403(b) Plan
  • BOY ind #14561

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 →

Agespan, Inc. Tax Sheltered Annuity in the asset neighbourhood

Agespan, Inc. Tax Sheltered AnnuityAgespan, Inc. Tax Sheltered …$30MSalem Regional Medical Center 403(b) PlanSalem Regional Medical Cente…$30MParker University 403(b) DC PlanParker University 403(b) DC …$30MTrinity-Pawling School Retirement PlanTrinity-Pawling School Retir…$30MQsac, Inc. 403(b) Plan$30M
End-of-year total assets ($M) among Agespan, Inc. Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN042545136
Plan Effective Date1996-01-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Agespan, Inc.)

Sponsor-wide plan assets over time

All Agespan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 30.347680135581445% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.7M $33.5M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 451 $26M
2023 1 508 $30M
2024 1 514 $34M

Nearby Other Plans in Massachusetts

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

Agespan, Inc. Tax Sheltered Annuity vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Agespan, Inc. Tax Sheltered Annuity, Total assets ($B): 0.030001117 · Participants: 508Agespan, Inc. Tax Sheltered AnnuityThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Agespan, Inc. Tax Sheltered Annuity vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Agespan, Inc. Tax Sheltered Annuity side-by-side with 3 peers →

Agespan, Inc. Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Salem Regional Medical Center 403(b) Plan in OH ($30M); by covered participants it is Cayuga Medical Center 403(b) Plan (Dc2) in NY (508 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (508 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 Agespan, Inc. Tax Sheltered Annuity assets move in 2023? ▼
Agespan, Inc. Tax Sheltered Annuity grew sharply - up 16.6% during 2023, from $26M to $30M. Reported net income was $4M.
How have Agespan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agespan, Inc.'s sponsor-wide assets grew 30.3%, from $26M to $34M.
Where does Agespan, Inc. Tax Sheltered Annuity rank by assets among Form 5500 filers? ▼
Agespan, Inc. Tax Sheltered Annuity ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Agespan, Inc. Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by assets is Salem Regional Medical Center 403(b) Plan in OH ($30M, 464 participants).
Which Other plans cover a similar participant headcount to Agespan, Inc. Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by covered participants is Cayuga Medical Center 403(b) Plan (Dc2) in NY (508 participants, $4M 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 042545136.

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.