Money Purchase · DOL Form 5500 · 2023

Self Help Inc Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
183
Participants Below avg headcount
49th
Percentile by assets National rank
$34,645
Avg per participant Low balance/head
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Official DOL plan name: Self-Help, Inc. Pension Plan · Sponsored by Self Help Inc · Massachusetts · Healthcare & Social Assistance

$6M in assets, 183 participants

Self Help Inc's Self-Help, Inc. Pension Plan reported $6M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,554 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Self-Help, Inc. Pension Plan covers 183 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#9,554
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

Self-Help, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Self-Help, Inc. Pension Plan vs every filed plan by assets

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

$6,340,055 49th percentile higher than 49% 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

Self-Help, Inc. Pension 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. Self-Help, Inc. Pension Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Self-Help, Inc. Pension Plan reported net income rose from -$937K in the plan year 2022 filing to $675K in the plan year 2023 filing.
  • Self-Help, Inc. Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Self-Help, Inc. Pension Plan reported participants rose from 168 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042376180 · Self Help Inc PY 2023 · Money Purchase

Self-Help, Inc. Pension Plan · $6M · 183 · 49th

  • PCT $6M
  • EIN 183
  • RANK 49th
  • PHOTO Money Purchase
  • IND near University of Maryland Foundation 401(a) DC Plan
  • EOY ind #9554

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 →

Self-Help, Inc. Pension Plan in the asset neighbourhood

Indian Health Care Resource Center Retirement PlaIndian Health Care Resource …$6MKai Ming, Inc 403(b) DC Retirement PlanKai Ming, Inc 403(b) DC Reti…$6MSelf-Help, Inc. Pension Plan$6MUniversity of Maryland Foundation 401(a) DC PlanUniversity of Maryland Found…$6MIda County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension PlanIda County Iowa Community Ho…$6M
End-of-year total assets ($M) among Self-Help, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$675K
Employer EIN042376180
Plan Effective Date1968-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self Help Inc)

Sponsor-wide plan assets over time

All Self Help Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 10.803713956180182% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.2M $13.5M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 354 $12M
2023 2 373 $13M
2024 2 476 $13M

Nearby Money Purchase Plans in Massachusetts

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

Self-Help, Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Self-Help, Inc. Pension Plan, Total assets ($B): 0.006340055 · Participants: 183Self-Help, Inc. Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Self-Help, Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Self-Help, Inc. Pension Plan side-by-side with 3 peers →

Self-Help, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is University of Maryland Foundation 401(a) DC Plan in MD ($6M); by covered participants it is Morningside University Defined Contribution Retire in IA (183 participants). Same-state nearby plans are listed separately above.

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 Self-Help, Inc. Pension Plan assets move in 2023? ▼
Self-Help, Inc. Pension Plan grew at a solid clip - up 11.9% during 2023, from $6M to $6M. Reported net income was $675K.
How have Self Help Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Help Inc's sponsor-wide assets grew 10.8%, from $12M to $13M.
Which Money Purchase plans are similar in size to Self-Help, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is University of Maryland Foundation 401(a) DC Plan in MD ($6M, 26 participants).
Which Money Purchase plans cover a similar participant headcount to Self-Help, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Morningside University Defined Contribution Retire in IA (183 participants, $22M 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 042376180.

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.