401(k) · DOL Form 5500 · 2023

New England Deaconess Association 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
691
Participants Below avg headcount
71st
Percentile by assets National rank
$26,478
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neda 401(k) Plan · Sponsored by New England Deaconess Association · Massachusetts · Healthcare & Social Assistance

$18M in assets, 691 participants

New England Deaconess Association's Neda 401(k) Plan reported $18M in total assets and 691 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,365 in Healthcare & Social Assistance (17,684 peers)

New England Deaconess Association multi-year trail

New England Deaconess Association's plans moved +30.8% in assets from 2022 to 2024; this filing shows Neda 401(k) Plan at $18M / 691 participants.

#13,365
in Healthcare & Social Assistance (17,684 peers)
+15.7%
assets growth YoY

Neda 401(k) Plan's outsized position by total assets

Neda 401(k) Plan vs every filed plan by assets

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

$18,296,511 Top 29% higher than 71% 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

Neda 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. Neda 401(k) Plan sits mid-pack in the medium band (691 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neda 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Neda 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Neda 401(k) Plan reported participants rose from 662 in the plan year 2022 filing to 691 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042104763 · New England Deaconess Association PY 2023 · 401(k)

Neda 401(k) Plan · $18M · 691 · 71st

  • PCT $18M
  • EIN 691
  • RANK 71st
  • PHOTO 401(k)
  • IND near Paul B. Zimmerman, Inc. 401(k) Plan
  • EOY ind #13365

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 →

Neda 401(k) Plan in the asset neighbourhood

Neda 401(k) Plan$18MPaul B. Zimmerman, Inc. 401(k) PlanPaul B. Zimmerman, Inc. 401(…$18MXactus LLC 401(k) Profit Sharing Plan & TrustXactus LLC 401(k) Profit Sha…$18MBac Community Bank 401(k) PlanBac Community Bank 401(k) Pl…$18MCardinal Law Group, Ltd Retirement PlanCardinal Law Group, Ltd Reti…$18M
End-of-year total assets ($M) among Neda 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New England Deaconess Association multi-year asset trail

Sponsor-wide plan assets over time

All New England Deaconess Association plans reported in each filing year

Latest sponsor-wide plan assets
$21M 30.774310890331513% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.8M $20.7M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 662 $16M
2023 1 691 $18M
2024 1 628 $21M

New England Deaconess Association filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN042104763
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Neda 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Neda 401(k) Plan, Total assets ($B): 0.018296511 · Participants: 691Neda 401(k) 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
Neda 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Neda 401(k) Plan side-by-side with 3 peers →

Neda 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Paul B. Zimmerman, Inc. 401(k) Plan in PA ($18M); by covered participants it is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (691 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (691 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 Neda 401(k) Plan assets move in 2023? ▼
Neda 401(k) Plan grew sharply - up 15.7% during 2023, from $16M to $18M. Reported net income was $3M.
How have New England Deaconess Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New England Deaconess Association's sponsor-wide assets grew 30.8%, from $16M to $21M.
Which 401(k) plans are similar in size to Neda 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paul B. Zimmerman, Inc. 401(k) Plan in PA ($18M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Neda 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (691 participants, $13M 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 042104763.

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.