Other · DOL Form 5500 · 2023

Action for Boston Community Development Retirement Plan

Data updated 2026-08-11

$46M
Total assets
761
Participants
85th
Percentile by assets
$60,801
Avg per participant
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Official DOL plan name: Action for Boston Community Development Tax-Sheltered Annuity Plan · Sponsored by Action for Boston Community Development · Massachusetts · Healthcare & Social Assistance

$46M in assets, 761 participants

Action for Boston Community Development's Action for Boston Community Development Tax-Sheltered Annuity Plan reported $46M in total assets and 761 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #15,385 in Healthcare & Social Assistance (17,684 peers)

Where Action for Boston Community Development Tax-Sheltered Annuity Plan sits by assets

Action for Boston Community Development Tax-Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $46M for 761 participants (~$60,801/participant), up 7.3% in 2023.

$46M
total plan assets (2023 EOY)
761
covered participants
85th
percentile by assets (of 127,072 plans)
$60,801
avg assets per participant

Where Action for Boston Community Development Tax-Sheltered Annuity Plan sits by total assets

Action for Boston Community Development Tax-Sheltered Annuity Plan vs every filed plan by assets

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

$46,269,896 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Action for Boston Community Development Tax-Sheltered Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Action for Boston Community Development Tax-Sheltered Annuity Plan end-of-year assets rose from $43M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Action for Boston Community Development Tax-Sheltered Annuity Plan reported participants fell from 792 in the plan year 2022 filing to 761 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Healthcare & Social Assistance

Action for Boston Community Development Tax-Sheltered Annuity Plan vs the 2023 asset distribution

By assets, Action for Boston Community Development Tax-Sheltered Annuity Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN042304133
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Action for Boston Community Development)

$94M$96M$98M$100M$102M$104M 202220232024 $96.2M $102M ▲ +5.8%
Total plan assets by year, all Action for Boston Community Development plans on file
Year Plans Participants Total Assets
2022 2 1,535 $96M
2023 2 1,450 $103M
2024 2 1,492 $102M

Nearby Other Plans in Massachusetts

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

Action for Boston Community Development Tax-Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Action for Boston Co…, Total assets ($B): 0.046269896 · Participants: 761Action for Boston Co…The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
Action for Boston Community Development Tax-Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Action for Boston Community Development … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Action for Boston Community Development Tax-Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Action for Boston Community Development Tax-Sheltered Annuity Plan assets move in 2023? ▼
Action for Boston Community Development Tax-Sheltered Annuity Plan grew at a solid clip - up 7.3% during 2023, from $43M to $46M. Reported net income was $3M.
How have Action for Boston Community Development plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Action for Boston Community Development's sponsor-wide assets grew 5.8%, from $96M to $102M.
Where does Action for Boston Community Development Tax-Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Action for Boston Community Development Tax-Sheltered Annuity Plan ranks in the 85th 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 Other plans are similar in size to Action for Boston Community Development Tax-Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is W.E. Upjohn Institute for Employment Research 403(b) DC Plan in MI ($46M, 104 participants).

Next read for Action for Boston Community Development …

Scale reading

Ways to act on Action for Boston Community Development Tax-Sheltered Annuity Plan's numbers.

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 042304133.

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.