401(k) · DOL Form 5500 · 2023

First Help Financial, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
212
Participants Below avg headcount
58th
Percentile by assets National rank
$45,408
Avg per participant Low balance/head
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Official DOL plan name: First Help Financial and Treacy & Company Retirement Plan · Sponsored by First Help Financial, LLC · Massachusetts · Professional & Technical Services

$10M in assets, 212 participants

First Help Financial, LLC's First Help Financial and Treacy & Company Retirement Plan reported $10M in total assets and 212 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.

  • #11,423 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

First Help Financial and Treacy & Company Retirement Plan covers 212 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#11,423
in Professional & Technical Services (20,321 peers)
+20.5%
assets growth YoY

First Help Financial and Treacy & Company Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

First Help Financial and Treacy & Company Retirement Plan vs every filed plan by assets

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

$9,626,543 Top 42% higher than 58% 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

First Help Financial and Treacy & Company 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. First Help Financial and Treacy & Company Retirement Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Help Financial and Treacy & Company Retirement Plan reported net income rose from -$202K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • First Help Financial and Treacy & Company Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • First Help Financial and Treacy & Company Retirement Plan reported participants rose from 184 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383739185 · First Help Financial, LLC PY 2023 · 401(k)

First Help Financial and Treacy & Company Retirement Plan · $10M · 212 · 58th

  • PCT $10M
  • EIN 212
  • RANK 58th
  • PHOTO 401(k)
  • IND near Curb Mobility, LLC 401(k) Retirement Savings & Investment Plan
  • EOY ind #11423

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

First Help Financial and Treacy & Company Retirement Plan in the asset neighbourhood

First Help Financial and Treacy & Company Retirement PlanFirst Help Financial and Tre…$10MCurb Mobility, LLC 401(k) Retirement Savings & Investment PlanCurb Mobility, LLC 401(k) Re…$10MJll Partners LLC 401(k) Plan$10MOnpath Federal Credit Union Profit Sharing 401(k) PlanOnpath Federal Credit Union …$10MMiami Industrial Trucks, Inc. 401(k) Profit Sharing PlanMiami Industrial Trucks, Inc…$10M
End-of-year total assets ($M) among First Help Financial and Treacy & Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN383739185
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Help Financial, LLC)

Sponsor-wide plan assets over time

All First Help Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.56792372481845% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.99M $12.4M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 184 $8M
2023 1 212 $10M
2024 1 304 $12M

Nearby 401(k) Plans in Massachusetts

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

First Help Financial and Treacy & Company Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants First Help Financial and Treacy & Company Retirement Plan, Total assets ($B): 0.009626543 · Participants: 212First Help Financial and Treacy & Company Retirement 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
First Help Financial and Treacy & Company Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare First Help Financial and Treacy & Company Retirement Plan side-by-side with 3 peers →

First Help Financial and Treacy & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Curb Mobility, LLC 401(k) Retirement Savings & Investment Plan in NY ($10M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 First Help Financial and Treacy & Company Retirement Plan assets move in 2023? ▼
First Help Financial and Treacy & Company Retirement Plan grew sharply - up 20.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have First Help Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Help Financial, LLC's sponsor-wide assets grew 55.6%, from $8M to $12M.
Which 401(k) plans are similar in size to First Help Financial and Treacy & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curb Mobility, LLC 401(k) Retirement Savings & Investment Plan in NY ($10M, 71 participants).
Which 401(k) plans cover a similar participant headcount to First Help Financial and Treacy & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 383739185.

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.