401(k) · DOL Form 5500 · 2023

Hebrew Seniorlife, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
2,315
Participants Above avg headcount
79th
Percentile by assets National rank
$12,721
Avg per participant Low balance/head
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Official DOL plan name: Hebrew Seniorlife 401(k) Retirement Savings Plan · Sponsored by Hebrew Seniorlife, Inc. · Massachusetts · Healthcare & Social Assistance

$29M in assets, 2,315 participants

Hebrew Seniorlife, Inc.'s Hebrew Seniorlife 401(k) Retirement Savings Plan reported $29M in total assets and 2,315 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,531 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Hebrew Seniorlife 401(k) Retirement Savings Plan covers 2,315 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $29M.

#14,531
in Healthcare & Social Assistance (17,684 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hebrew Seniorlife 401(k) Retirement Savings Plan's outsized position by total assets

Hebrew Seniorlife 401(k) Retirement Savings Plan vs every filed plan by assets

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

$29,449,070 Top 21% higher than 79% 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

Hebrew Seniorlife 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hebrew Seniorlife 401(k) Retirement Savings Plan lands in the large band (2,315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hebrew Seniorlife 401(k) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hebrew Seniorlife 401(k) Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Hebrew Seniorlife 401(k) Retirement Savings Plan reported participants fell from 2,471 in the plan year 2022 filing to 2,315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900183119 · Hebrew Seniorlife, Inc. PY 2023 · 401(k)

Hebrew Seniorlife 401(k) Retirement Savings Plan · $29M · 2,315 · 79th

  • PCT $29M
  • PCT 2,315
  • PCT 79th
  • PCT 401(k)
  • PCT near Luck Brothers, Inc. Profit Sharing/401(k) Plan
  • PCT ind #14531

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 →

Hebrew Seniorlife 401(k) Retirement Savings Plan in the asset neighbourhood

Hebrew Seniorlife 401(k) Retirement Savings PlanHebrew Seniorlife 401(k) Ret…$29MLuck Brothers, Inc. Profit Sharing/401(k) PlanLuck Brothers, Inc. Profit S…$29MValley Senior Living Retirement PlanValley Senior Living Retirem…$29MIntegra Technologies 401(k) Savings PlanIntegra Technologies 401(k) …$29MEd Staub & Sons Petroleum Inc. 401(k) Profit Sharing PlanEd Staub & Sons Petroleum In…$29M
End-of-year total assets ($M) among Hebrew Seniorlife 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN900183119
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebrew Seniorlife, Inc.)

Sponsor-wide plan assets over time

All Hebrew Seniorlife, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$193M 30.194255504117034% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $148M $193M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 4,942 $148M
2023 2 4,630 $171M
2024 2 4,819 $193M

Nearby 401(k) Plans in Massachusetts

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

Hebrew Seniorlife 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hebrew Seniorlife 401(k) Retirement Savings Plan, Total assets ($B): 0.02944907 · Participants: 2315Hebrew Seniorlife 401(k) Retirement Savings 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
Hebrew Seniorlife 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hebrew Seniorlife 401(k) Retirement Savings Plan side-by-side with 3 peers →

Hebrew Seniorlife 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Luck Brothers, Inc. Profit Sharing/401(k) Plan in NY ($29M); by covered participants it is Trg 401(k) Plan in DC (2,315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,315 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 Hebrew Seniorlife 401(k) Retirement Savings Plan assets move in 2023? ▼
Hebrew Seniorlife 401(k) Retirement Savings Plan grew sharply - up 15.6% during 2023, from $25M to $29M. Reported net income was $4M.
How have Hebrew Seniorlife, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hebrew Seniorlife, Inc.'s sponsor-wide assets grew 30.2%, from $148M to $193M.
Where does Hebrew Seniorlife 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hebrew Seniorlife 401(k) Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hebrew Seniorlife 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luck Brothers, Inc. Profit Sharing/401(k) Plan in NY ($29M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Hebrew Seniorlife 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trg 401(k) Plan in DC (2,315 participants, $10M 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 900183119.

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.