Defined Benefit (Pension) · DOL Form 5500 · 2023
Proprietors of the Cemetery of Mount Auburn Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $434,013
- Avg per participant High balance/head
Official DOL plan name: Mount Auburn Cemetery Retirement Income Plan · Sponsored by Proprietors of the Cemetery of Mount Auburn · Massachusetts · Other Services
$14M in assets, 32 participants
Proprietors of the Cemetery of Mount Auburn's Mount Auburn Cemetery Retirement Income Plan reported $14M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #6,339 in Other Services (7,857 peers)
What the 2023 filing shows
Mount Auburn Cemetery Retirement Income Plan holds $14M for 32 participants - about $434,013 per participant, above the median plan by assets.
- #6,339
- in Other Services (7,857 peers)
- +7.8%
- assets growth YoY
Mount Auburn Cemetery Retirement Income Plan's mid-pack asset rank among Other Services and all filers
Mount Auburn Cemetery Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,888,412 Top 34% higher than 66% 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
Mount Auburn Cemetery Retirement Income Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Auburn Cemetery Retirement Income Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mount Auburn Cemetery Retirement Income Plan reported net income rose from -$4M in the plan year 2022 filing to $1000K in the plan year 2023 filing.
- Mount Auburn Cemetery Retirement Income Plan reported participants fell from 36 in the plan year 2022 filing to 32 in the plan year 2023 filing.
- Mount Auburn Cemetery Retirement Income Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 041641320 · Proprietors of the Cemetery of Mount Auburn PY 2023 · Defined Benefit (Pension)
Mount Auburn Cemetery Retirement Income Plan · $14M · 32 · 66th
- VS-ST $14M
- VS-ST 32
- VS-ST 66th
- VS-ST Defined Benefit (Pension)
- VS-ST near The Retirement Income Plan for the Ees of Grain Dealers Mutual Ins Co
- VS-ST ind #6339
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 Other Services retirement plans → · Plans in Massachusetts →
Mount Auburn Cemetery Retirement Income Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1000K |
| Employer EIN | 041641320 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Proprietors of the Cemetery of Mount Auburn)
Sponsor-wide plan assets over time
All Proprietors of the Cemetery of Mount Auburn plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 7.755446461919806% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $13M |
| 2023 | 1 | 32 | $14M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Mount Auburn Cemetery Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Retirement Income Plan for the Ees of Grain Dealers Mutual Ins Co in FL ($14M); by covered participants it is Winholt Equipment Corporation Defined Benefit Plan in NY (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- The Retirement Income Plan for the Ees of Grain Dealers Mutual Ins Co (FL) $14M · N/A
- Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pensioin Trust (NY) $14M · 34
- Retirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc. (NY) $14M · 57
- Retirement Plan for Employees of Bristol Babcock Inc United Steelworks of America Local 895l (MO) $14M · 1
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.
- Winholt Equipment Corporation Defined Benefit Plan (NY) 32 · 0 off
- The Defined Retirement Plan of Usmx/Nysa/Cccsc (NJ) 32 · 0 off
- Shelby Foods Cash Balance Plan (NY) 32 · 0 off
- Ada West Dermatology Defined Benefit Plan (ID) 32 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.