Money Purchase · DOL Form 5500 · 2023

Sullivan & Worcester LLP Money Purchase Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
156
Participants Small participant base
90th
Percentile by assets National rank
$554,178
Avg per participant High balance/head
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Official DOL plan name: Sullivan & Worcester LLP Retirement Plan · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services

$86M in assets, 156 participants

Sullivan & Worcester LLP's Sullivan & Worcester LLP Retirement Plan reported $86M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,582 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Sullivan & Worcester LLP Retirement Plan covers 156 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $86M.

#18,582
in Professional & Technical Services (20,321 peers)
+8.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sullivan & Worcester LLP Retirement Plan's outsized position by total assets

Sullivan & Worcester LLP Retirement Plan vs every filed plan by assets

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

$86,451,764 Top 10% higher than 90% 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

Sullivan & Worcester LLP 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. Sullivan & Worcester LLP Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sullivan & Worcester LLP Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sullivan & Worcester LLP Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Sullivan & Worcester LLP Retirement Plan reported participants fell from 164 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042387531 · Sullivan & Worcester LLP PY 2023 · Money Purchase

Sullivan & Worcester LLP Retirement Plan · $86M · 156 · 90th

  • SCH $86M
  • EBSA 156
  • PART 90th
  • TYPE Money Purchase
  • NET near IBEW Local No. 82 Defined Contribution Plan
  • BOOK ind #18582

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 →

Sullivan & Worcester LLP Retirement Plan in the asset neighbourhood

Marble Industry Annuity Trust FundMarble Industry Annuity Trus…$87MSullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$86MIBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Co…$86MShopmen's Iron Workers Retirement Fund of Southern CaliforniaShopmen's Iron Workers Retir…$86MLocal 804 Annuity Fund$86M
End-of-year total assets ($M) among Sullivan & Worcester LLP Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$86M
Net Income$7M
Employer EIN042387531
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sullivan & Worcester LLP)

Sponsor-wide plan assets over time

All Sullivan & Worcester LLP plans reported in each filing year

Latest sponsor-wide plan assets
$239M 17.902557091527118% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $202M $239M ▲ +17.9%
Year Plans Participants Total Assets
2022 3 431 $202M
2023 3 399 $217M
2024 3 413 $239M

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Sullivan & Worcester LLP Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Sullivan & Worcester LLP Retirement Plan, Total assets ($B): 0.086451764 · Participants: 156Sullivan & Worcester LLP Retirement PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Sullivan & Worcester LLP Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Sullivan & Worcester LLP Retirement Plan side-by-side with 3 peers →

Sullivan & Worcester LLP Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is IBEW Local No. 82 Defined Contribution Plan in PA ($86M); by covered participants it is The Guidance Center Money Purchase Plan in PA (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Sullivan & Worcester LLP Retirement Plan assets move in 2023? ▼
Sullivan & Worcester LLP Retirement Plan grew at a solid clip - up 8.3% during 2023, from $80M to $86M. Reported net income was $7M.
How have Sullivan & Worcester LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sullivan & Worcester LLP's sponsor-wide assets grew 17.9%, from $202M to $239M.
Where does Sullivan & Worcester LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Sullivan & Worcester LLP Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Sullivan & Worcester LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local No. 82 Defined Contribution Plan in PA ($86M, 937 participants).
Which Money Purchase plans cover a similar participant headcount to Sullivan & Worcester LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Guidance Center Money Purchase Plan in PA (156 participants, $9M 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 042387531.

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.