Money Purchase · DOL Form 5500 · 2023
Sullivan & Worcester LLP Money Purchase Plan
Data updated 2026-08-11
- $86M
- Total assets
- 156
- Participants
- 90th
- Percentile by assets
- $554,178
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $86M
- total plan assets (2023 EOY)
- 156
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $554,178
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Sullivan & Worcester LLP Retirement Plan reports 156 participants - about 24% of that state average ($86M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $7M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan & Worcester LLP)
| 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
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sullivan & Worcester LLP Retirement Plan by total assets, not by location.
- IBEW Local No. 82 Defined Contribution Plan (PA) $86M · 937
- Shopmen's Iron Workers Retirement Fund of Southern California (CA) $86M · 323
- Local 804 Annuity Fund (NY) $86M · 5,690
- Marble Industry Annuity Trust Fund (NY) $87M · 362
Frequently Asked Questions
How did Sullivan & Worcester LLP Retirement Plan assets move in 2023? ▼
How have Sullivan & Worcester LLP plan assets changed over time? ▼
Where does Sullivan & Worcester LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Sullivan & Worcester LLP Retirement Plan? ▼
Next read for Sullivan & Worcester LLP Retirement Plan
Filing takeaways
Ways to act on Sullivan & Worcester LLP Retirement Plan's numbers.
- By total assets, Sullivan & Worcester LLP Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Sullivan & Worcester LLP's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans