401(k) · DOL Form 5500 · 2023

Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,449
Participants Near avg headcount
80th
Percentile by assets National rank
$21,416
Avg per participant Low balance/head
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Official DOL plan name: Massachusetts Defined Contribution Core Plan · Sponsored by Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener · Massachusetts · Public Administration

$31M in assets, 1,449 participants

Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener's Massachusetts Defined Contribution Core Plan reported $31M in total assets and 1,449 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #58 in Public Administration (80 peers)

Coverage in Massachusetts

Massachusetts Defined Contribution Core Plan covers 1,449 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $31M.

#58
in Public Administration (80 peers)
+63.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Massachusetts Defined Contribution Core Plan's outsized position by total assets

Massachusetts Defined Contribution Core Plan vs every filed plan by assets

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

$31,031,913 Top 20% higher than 80% 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

Massachusetts Defined Contribution Core Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Defined Contribution Core Plan lands in the large band (1,449 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Massachusetts Defined Contribution Core Plan reported net income rose from $4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Massachusetts Defined Contribution Core Plan end-of-year assets rose from $19M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Massachusetts Defined Contribution Core Plan reported participants rose from 1,085 in the plan year 2022 filing to 1,449 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 046002284 · Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener PY 2023 · 401(k)

Massachusetts Defined Contribution Core Plan · $31M · 1,449 · 80th

  • BOY $31M
  • SCH 1,449
  • EBSA 80th
  • PART 401(k)
  • TYPE near Menlo College 403(b) Retirement Plan
  • NET ind #58

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 Public Administration retirement plans → · Plans in Massachusetts →

Massachusetts Defined Contribution Core Plan in the asset neighbourhood

Hammond Group, Inc. 401(k) and Thrift PlanHammond Group, Inc. 401(k) a…$31MMassachusetts Defined Contribution Core PlanMassachusetts Defined Contri…$31MMenlo College 403(b) Retirement PlanMenlo College 403(b) Retirem…$31MTomra of North America, Inc. 401(k) Svgs & Profit Sharing PlanTomra of North America, Inc.…$31MWnba Players Retirement and 401(k) Savings PlanWnba Players Retirement and …$31M
End-of-year total assets ($M) among Massachusetts Defined Contribution Core Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$31M
Net Income$12M
Employer EIN046002284
Plan Effective Date2017-10-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener)

Sponsor-wide plan assets over time

All Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener plans reported in each filing year

Latest sponsor-wide plan assets
$45M 136.1321062855788% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.9M $44.7M ▲ +136.1%
Year Plans Participants Total Assets
2022 1 1,085 $19M
2023 1 1,449 $31M
2024 1 2,021 $45M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Massachusetts Defined Contribution Core Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Massachusetts Defined Contribution Core Plan, Total assets ($B): 0.031031913 · Participants: 1449Massachusetts Defined Contribution Core PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Massachusetts Defined Contribution Core Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Massachusetts Defined Contribution Core Plan side-by-side with 3 peers →

Massachusetts Defined Contribution Core Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Menlo College 403(b) Retirement Plan in CA ($31M); by covered participants it is Noom, Inc. 401(k) Plan in NY (1,449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,449 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 Massachusetts Defined Contribution Core Plan assets move in 2023? ▼
Massachusetts Defined Contribution Core Plan surged - up 63.9% during 2023, from $19M to $31M. Reported net income was $12M.
How have Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener's sponsor-wide assets grew 136.1%, from $19M to $45M.
Where does Massachusetts Defined Contribution Core Plan rank by assets among Form 5500 filers? ▼
Massachusetts Defined Contribution Core Plan ranks in the 80th 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 401(k) plans are similar in size to Massachusetts Defined Contribution Core Plan? ▼
Among 401(k) plans in other states, the closest by assets is Menlo College 403(b) Retirement Plan in CA ($31M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Massachusetts Defined Contribution Core Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noom, Inc. 401(k) Plan in NY (1,449 participants, $21M 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 046002284.

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.