Other · DOL Form 5500 · 2023
Action for Boston Community Development Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 761
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $60,801
- Avg per participant Low balance/head
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.
- #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.
- #15,385
- in Healthcare & Social Assistance (17,684 peers)
- +7.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Action for Boston Community Development Tax-Sheltered Annuity Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Action for Boston Community Development Tax-Sheltered Annuity 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. Action for Boston Community Development Tax-Sheltered Annuity Plan sits mid-pack in the medium band (761 participants).
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.
Form 5500 schedule snapshot
Filing strip 042304133 · Action for Boston Community Development PY 2023 · Other
Action for Boston Community Development Tax-Sheltered Annuity Plan · $46M · 761 · 85th
- VS-ST $46M
- BOY 761
- SCH 85th
- EBSA Other
- PART near W.E. Upjohn Institute for Employment Research 403(b) DC Plan
- TYPE ind #15385
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 →
Action for Boston Community Development Tax-Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $3M |
| Employer EIN | 042304133 |
| Plan Effective Date | 1966-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Action for Boston Community Development)
Sponsor-wide plan assets over time
All Action for Boston Community Development plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 5.785697159456603% vs 2022
- 2024 filing year
| 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.
- 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
Action for Boston Community Development Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is W.E. Upjohn Institute for Employment Research 403(b) DC Plan in MI ($46M); by covered participants it is Masonic Care Community of Ny 403(b) Retirement Savings Plan in NY (760 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (761 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.