401(k) · DOL Form 5500 · 2023
Old Colony Elder Services, Inc 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $43,063
- Avg per participant Low balance/head
Official DOL plan name: Old Colony Elder Services, Inc 401(k) Plan · Sponsored by Old Colony Elder Services, Inc · Massachusetts · Healthcare & Social Assistance
$10M in assets, 228 participants
Old Colony Elder Services, Inc's Old Colony Elder Services, Inc 401(k) Plan reported $10M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,283 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Old Colony Elder Services, Inc 401(k) Plan covers 228 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.
- #11,283
- in Healthcare & Social Assistance (17,684 peers)
- +10.4%
- assets growth YoY
Old Colony Elder Services, Inc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Old Colony Elder Services, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,818,323 Top 42% higher than 58% 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
Old Colony Elder Services, Inc 401(k) 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. Old Colony Elder Services, Inc 401(k) Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Old Colony Elder Services, Inc 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $927K in the plan year 2023 filing.
- Old Colony Elder Services, Inc 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Old Colony Elder Services, Inc 401(k) Plan reported participants rose from 222 in the plan year 2022 filing to 228 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 010644916 · Old Colony Elder Services, Inc PY 2023 · 401(k)
Old Colony Elder Services, Inc 401(k) Plan · $10M · 228 · 58th
- 5500 $10M
- 5500 228
- 5500 58th
- 5500 401(k)
- 5500 near Brightpath 401(k) Plan
- 5500 ind #11283
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 →
Old Colony Elder Services, Inc 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $927K |
| Employer EIN | 010644916 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Old Colony Elder Services, Inc)
Sponsor-wide plan assets over time
All Old Colony Elder Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 24.271639816993346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $9M |
| 2023 | 1 | 228 | $10M |
| 2024 | 1 | 236 | $11M |
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
Old Colony Elder Services, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Brightpath 401(k) Plan in NY ($10M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Brightpath 401(k) Plan (NY) $10M · 1,065
- Highbury Defense Group 401(k) Plan (CA) $10M · 155
- Thompson Truck & Trailer, LLC 401(k) Retirement Plan (IA) $10M · 197
- Folsom Lake Auto Group 401(k) Profit Sharing Plan (CA) $10M · 232
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Cam Properties 401(k) Plan (AZ) 228 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 228 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 228 · 0 off
- Avenir Global US Retirement Plan (MN) 228 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.