Other · DOL Form 5500 · 2023

Making Opportunity Count, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
279
Participants Below avg headcount
60th
Percentile by assets National rank
$38,876
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Making Opportunity Count, Inc. · Sponsored by Making Opportunity Count, Inc. · Massachusetts · Healthcare & Social Assistance

$11M in assets, 279 participants

Making Opportunity Count, Inc.'s 403(b) Thrift Plan of Making Opportunity Count, Inc. reported $11M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,649 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

403(b) Thrift Plan of Making Opportunity Count, Inc. covers 279 participants in Massachusetts, about 42% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#11,649
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY

403(b) Thrift Plan of Making Opportunity Count, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Making Opportunity Count, Inc. vs every filed plan by assets

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

$10,846,347 Top 40% higher than 60% 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

403(b) Thrift Plan of Making Opportunity Count, Inc. 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. 403(b) Thrift Plan of Making Opportunity Count, Inc. sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Making Opportunity Count, Inc. reported net income rose from -$203K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Making Opportunity Count, Inc. end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Making Opportunity Count, Inc. reported participants rose from 267 in the plan year 2022 filing to 279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042401111 · Making Opportunity Count, Inc. PY 2023 · Other

403(b) Thrift Plan of Making Opportunity Count, Inc. · $11M · 279 · 60th

  • BOY $11M
  • BOY 279
  • BOY 60th
  • BOY Other
  • BOY near Marin Horizon School 403(b) DC Plan
  • BOY ind #11649

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 →

403(b) Thrift Plan of Making Opportunity Count, Inc. in the asset neighbourhood

Clm Center for Life Management Tax Sheltered Annuity PlanClm Center for Life Manageme…$11M403(b) Thrift Plan of Making Opportunity Count, Inc.403(b) Thrift Plan of Making…$11MMarin Horizon School 403(b) DC PlanMarin Horizon School 403(b) …$11MFrancis Parker School of Louisville, Inc. Retirement PlanFrancis Parker School of Lou…$11MThe New Community School 403(b) DC PlanThe New Community School 403…$11M
End-of-year total assets ($M) among 403(b) Thrift Plan of Making Opportunity Count, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN042401111
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Making Opportunity Count, Inc.)

Sponsor-wide plan assets over time

All Making Opportunity Count, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.34390723019421% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.18M $12.6M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 267 $9M
2023 1 279 $11M
2024 1 491 $13M

Nearby Other Plans in Massachusetts

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

403(b) Thrift Plan of Making Opportunity Count, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Making Opportunity Count, Inc., Total assets ($B): 0.010846347 · Participants: 279403(b) Thrift Plan of Making Opportunity Count, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
403(b) Thrift Plan of Making Opportunity Count, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan of Making Opportunity Count, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Making Opportunity Count, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Marin Horizon School 403(b) DC Plan in CA ($11M); by covered participants it is Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan in WA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 403(b) Thrift Plan of Making Opportunity Count, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Making Opportunity Count, Inc. grew sharply - up 18.2% during 2023, from $9M to $11M. Reported net income was $2M.
How have Making Opportunity Count, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Making Opportunity Count, Inc.'s sponsor-wide assets grew 37.3%, from $9M to $13M.
Which Other plans are similar in size to 403(b) Thrift Plan of Making Opportunity Count, Inc.? ▼
Among Other plans in other states, the closest by assets is Marin Horizon School 403(b) DC Plan in CA ($11M, 91 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Making Opportunity Count, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan in WA (279 participants, $88M 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 042401111.

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.