401(k) · DOL Form 5500 · 2023

Associates for Human Services, 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
123
Participants Small participant base
48th
Percentile by assets National rank
$48,530
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Associates for Human Services, Inc. · Sponsored by Associates for Human Services, · Massachusetts · Healthcare & Social Assistance

$6M in assets, 123 participants

Associates for Human Services,'s 403(b) Thrift Plan of Associates for Human Services, Inc. reported $6M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,292 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

403(b) Thrift Plan of Associates for Human Services, Inc. covers 123 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#9,292
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY

403(b) Thrift Plan of Associates for Human Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Associates for Human Services, Inc. vs every filed plan by assets

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

$5,969,179 48th percentile higher than 48% 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

403(b) Thrift Plan of Associates for Human Services, Inc. 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. 403(b) Thrift Plan of Associates for Human Services, Inc. sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Associates for Human Services, Inc. reported net income rose from -$707K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Associates for Human Services, Inc. reported participants rose from 92 in the plan year 2022 filing to 123 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Associates for Human Services, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042556164 · Associates for Human Services, PY 2023 · 401(k)

403(b) Thrift Plan of Associates for Human Services, Inc. · $6M · 123 · 48th

  • PART $6M
  • TYPE 123
  • NET 48th
  • BOOK 401(k)
  • VS-ST near Bemobile, Inc. 401(k) Plan
  • BOY ind #9292

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 →

403(b) Thrift Plan of Associates for Human Services, Inc. in the asset neighbourhood

403(b) Thrift Plan of Associates for Human Services, Inc.403(b) Thrift Plan of Associ…$6MBemobile, Inc. 401(k) Plan$6MSchattdecor Inc. Retirement PlanSchattdecor Inc. Retirement …$6MVentana USA 401(k) Plan$6MSanisure, LLC 401(k) Profit Sharing PlanSanisure, LLC 401(k) Profit …$6M
End-of-year total assets ($M) among 403(b) Thrift Plan of Associates for Human Services, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN042556164
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associates for Human Services,)

Sponsor-wide plan assets over time

All Associates for Human Services, plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.02162330290793% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.95M $6.98M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 92 $5M
2023 1 123 $6M
2024 1 140 $7M

Nearby 401(k) Plans in Massachusetts

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

403(b) Thrift Plan of Associates for Human Services, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants 403(b) Thrift Plan of Associates for Human Services, Inc., Total assets ($B): 0.005969179 · Participants: 123403(b) Thrift Plan of Associates for Human Services, Inc.Fidelity 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
403(b) Thrift Plan of Associates for Human Services, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan of Associates for Human Services, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Associates for Human Services, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bemobile, Inc. 401(k) Plan in ND ($6M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 403(b) Thrift Plan of Associates for Human Services, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Associates for Human Services, Inc. grew sharply - up 20.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Associates for Human Services, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associates for Human Services,'s sponsor-wide assets grew 41.0%, from $5M to $7M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Associates for Human Services, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Bemobile, Inc. 401(k) Plan in ND ($6M, 310 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Associates for Human Services, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 042556164.

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.