Other · DOL Form 5500 · 2023
South Middlesex Opportunity Council Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 486
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $40,321
- Avg per participant Low balance/head
Official DOL plan name: Smoc 403(b) Savings Plan · Sponsored by South Middlesex Opportunity Council · Massachusetts · Healthcare & Social Assistance
$20M in assets, 486 participants
South Middlesex Opportunity Council's Smoc 403(b) Savings Plan reported $20M in total assets and 486 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,565 in Healthcare & Social Assistance (17,684 peers)
South Middlesex Opportunity Council multi-year trail
South Middlesex Opportunity Council's plans moved +27.4% in assets from 2022 to 2024; this filing shows Smoc 403(b) Savings Plan at $20M / 486 participants.
- #13,565
- in Healthcare & Social Assistance (17,684 peers)
- +13.8%
- assets growth YoY
Smoc 403(b) Savings Plan's outsized position by total assets
Smoc 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,596,178 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Smoc 403(b) Savings 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. Smoc 403(b) Savings Plan sits mid-pack in the medium band (486 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smoc 403(b) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Smoc 403(b) Savings Plan reported participants fell from 613 in the plan year 2022 filing to 486 in the plan year 2023 filing.
- Smoc 403(b) Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042389659 · South Middlesex Opportunity Council PY 2023 · Other
Smoc 403(b) Savings Plan · $20M · 486 · 72nd
- PCT $20M
- PCT 486
- PCT 72nd
- PCT Other
- PCT near Center for Urban Community Services Inc. 403(b) DC Plan
- PCT ind #13565
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 →
Smoc 403(b) Savings Plan in the asset neighbourhood
South Middlesex Opportunity Council multi-year asset trail
Sponsor-wide plan assets over time
All South Middlesex Opportunity Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 27.38523616332485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 613 | $17M |
| 2023 | 1 | 486 | $20M |
| 2024 | 1 | 467 | $22M |
South Middlesex Opportunity Council filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 042389659 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Smoc 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Center for Urban Community Services Inc. 403(b) DC Plan in NY ($20M); by covered participants it is Allosource Employees' Retirement Plan in CO (486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.
- Allosource Employees' Retirement Plan (CO) 486 · 0 off
- Antioch University Defined Contribution and Tax Deferred Annuity Plan for Administrative Associate , Administrative and Faculty Employees (OH) 486 · 0 off
- Open Society Institute Retirement Plan (NY) 486 · 0 off
- The University of Findlay Defined Contribution Retirement Plan (OH) 485 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.