401(k) · DOL Form 5500 · 2023
Melrosewakefield Healthcare 401(k) Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 1,596
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $107,247
- Avg per participant Below avg balance/head
Official DOL plan name: Melrosewakefield Healthcare 401(k) Savings Plan · Sponsored by Melrosewakefield Healthcare · Massachusetts · Healthcare & Social Assistance
$171M in assets, 1,596 participants
Melrosewakefield Healthcare's Melrosewakefield Healthcare 401(k) Savings Plan reported $171M in total assets and 1,596 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,772 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Melrosewakefield Healthcare 401(k) Savings Plan covers 1,596 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $171M.
- #16,772
- in Healthcare & Social Assistance (17,684 peers)
- +8.2%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Melrosewakefield Healthcare 401(k) Savings Plan's outsized position by total assets
Melrosewakefield Healthcare 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$171,166,166 Top 6% higher than 94% 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
Melrosewakefield Healthcare 401(k) Savings 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. Melrosewakefield Healthcare 401(k) Savings Plan lands in the large band (1,596 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Melrosewakefield Healthcare 401(k) Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Melrosewakefield Healthcare 401(k) Savings Plan reported participants fell from 1,807 in the plan year 2022 filing to 1,596 in the plan year 2023 filing.
- Melrosewakefield Healthcare 401(k) Savings Plan end-of-year assets rose from $158M in the plan year 2022 filing to $171M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042103587 · Melrosewakefield Healthcare PY 2023 · 401(k)
Melrosewakefield Healthcare 401(k) Savings Plan · $171M · 1,596 · 94th
- TYPE $171M
- NET 1,596
- BOOK 94th
- VS-ST 401(k)
- BOY near New Belgium Brewing Company, Inc. 401(k) Plan
- SCH ind #16772
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 →
Melrosewakefield Healthcare 401(k) Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $13M |
| Employer EIN | 042103587 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Melrosewakefield Healthcare)
Sponsor-wide plan assets over time
All Melrosewakefield Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $179M 30.75018670494898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,927 | $258M |
| 2023 | 2 | 3,736 | $171M |
| 2024 | 1 | 1,444 | $179M |
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
Melrosewakefield Healthcare 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is New Belgium Brewing Company, Inc. 401(k) Plan in CO ($171M); by covered participants it is Morningstar Senior Living Retirement Plan in CO (1,596 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- New Belgium Brewing Company, Inc. 401(k) Plan (CO) $171M · 1,332
- Bartlett Tree 401(k) Plan (CT) $171M · 2,423
- Q2 Holdings, Inc. 401(k) Plan (TX) $171M · 1,849
- 401(k) Savings Plan for Employees of Evraz NA (IL) $171M · 797
Similar participant headcount
Nearest other-state filings by covered participants (1,596 participants); asset peers above are excluded.
- Morningstar Senior Living Retirement Plan (CO) 1,596 · 0 off
- Smp Automotive Systems Employee 401(k) Plan (AL) 1,596 · 0 off
- Aegion Corporation 401(k) Profit Sharing Plan (MO) 1,596 · 0 off
- Ascend Wellness Holdings 401(k) Plan (NY) 1,596 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.