Other · DOL Form 5500 · 2023
Massachusetts Society for the Prevention of Cruelty to Animals Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 716
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $103,563
- Avg per participant Below avg balance/head
Official DOL plan name: Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan · Sponsored by Massachusetts Society for the Prevention of Cruelty to Animals · Massachusetts · Healthcare & Social Assistance
$74M in assets, 716 participants
Massachusetts Society for the Prevention of Cruelty to Animals's Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan reported $74M in total assets and 716 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,026 in Healthcare & Social Assistance (17,684 peers)
Where Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits by assets
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $74M for 716 participants (~$103,563/participant), up 28.1% in 2023.
- #16,026
- in Healthcare & Social Assistance (17,684 peers)
- +28.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan's outsized position by total assets
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,150,956 Top 11% higher than 89% 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
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity 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 Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits mid-pack in the medium band (716 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan end-of-year assets rose from $58M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan reported participants rose from 653 in the plan year 2022 filing to 716 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042103597 · Massachusetts Society for the Prevention of Cruelty to Animals PY 2023 · Other
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan · $74M · 716 · 89th
- ASSETS $74M
- ASSETS 716
- ASSETS 89th
- ASSETS Other
- ASSETS near Allen-Stevenson School Defined Contribution Retirement Plan
- ASSETS ind #16026
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 →
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $16M |
| Employer EIN | 042103597 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Society for the Prevention of Cruelty to Animals)
Sponsor-wide plan assets over time
All Massachusetts Society for the Prevention of Cruelty to Animals plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 16.219129197548828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 732 | $104M |
| 2023 | 2 | 792 | $74M |
| 2024 | 1 | 799 | $87M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Allen-Stevenson School Defined Contribution Retirement Plan in NY ($74M); by covered participants it is 403(b) Thrift Plan for the Employees of Family Services, Inc in MD (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- 403(b) Thrift Plan for the Employees of Family Services, Inc (MD) 716 · 0 off
- Door County Memorial Hospital Tax Deferred Annuity Plan (WI) 715 · 1 off
- Goodwill of Greater Washington Tax Deferred Annuity Plan (DC) 715 · 1 off
- 403(b) Thrift Plan of Goodwill Industries of Michiana, Inc. (IN) 715 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.