Other · DOL Form 5500 · 2023
Brockton Visiting Nurse Association Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $100,152
- Avg per participant Below avg balance/head
Official DOL plan name: Brockton Visiting Nurse Association Retirement Plan · Sponsored by Brockton Visiting Nurse Association · Massachusetts · Healthcare & Social Assistance
$14M in assets, 136 participants
Brockton Visiting Nurse Association's Brockton Visiting Nurse Association Retirement Plan reported $14M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,447 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Brockton Visiting Nurse Association Retirement Plan covers 136 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.
- #12,447
- in Healthcare & Social Assistance (17,684 peers)
- +11.1%
- assets growth YoY
Brockton Visiting Nurse Association Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brockton Visiting Nurse Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,620,718 Top 35% higher than 65% 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
Brockton Visiting Nurse Association Retirement 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. Brockton Visiting Nurse Association Retirement Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brockton Visiting Nurse Association Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Brockton Visiting Nurse Association Retirement Plan reported participants fell from 165 in the plan year 2022 filing to 136 in the plan year 2023 filing.
- Brockton Visiting Nurse Association Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042103941 · Brockton Visiting Nurse Association PY 2023 · Other
Brockton Visiting Nurse Association Retirement Plan · $14M · 136 · 65th
- 5500 $14M
- ASSETS 136
- PCT 65th
- EIN Other
- RANK near The Root Center for Advanced Recovery 403(b) Plan
- PHOTO ind #12447
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 →
Brockton Visiting Nurse Association Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 042103941 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brockton Visiting Nurse Association)
Sponsor-wide plan assets over time
All Brockton Visiting Nurse Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 25.381123079985514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $12M |
| 2023 | 1 | 136 | $14M |
| 2024 | 1 | 147 | $15M |
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
Brockton Visiting Nurse Association Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Root Center for Advanced Recovery 403(b) Plan in CT ($14M); by covered participants it is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- The Corporate Source, Inc. Pr 401(k) Plan (NY) 136 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 136 · 0 off
- Toyota De Puerto Rico, Corp. Savings and Investment (PR) 136 · 0 off
- Jva, Inc. Employees' Stock Bonus Plan and Trust (CO) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.