Defined Benefit (Pension) · DOL Form 5500 · 2023

Goulston & Storrs PC Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
147
Participants Small participant base
89th
Percentile by assets National rank
$491,061
Avg per participant High balance/head
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Official DOL plan name: Goulston & Storrs Cash Balance Plan for Directors · Sponsored by Goulston & Storrs PC · Massachusetts · Professional & Technical Services

$72M in assets, 147 participants

Goulston & Storrs PC's Goulston & Storrs Cash Balance Plan for Directors reported $72M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,301 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Goulston & Storrs Cash Balance Plan for Directors covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $72M.

#18,301
in Professional & Technical Services (20,321 peers)
-3.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goulston & Storrs Cash Balance Plan for Directors's outsized position by total assets

Goulston & Storrs Cash Balance Plan for Directors vs every filed plan by assets

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

$72,185,922 Top 11% higher than 89% 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

Goulston & Storrs Cash Balance Plan for Directors 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. Goulston & Storrs Cash Balance Plan for Directors sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goulston & Storrs Cash Balance Plan for Directors reported net income fell from $980K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Goulston & Storrs Cash Balance Plan for Directors end-of-year assets fell from $75M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Goulston & Storrs Cash Balance Plan for Directors reported participants rose from 145 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042738098 · Goulston & Storrs PC PY 2023 · Defined Benefit (Pension)

Goulston & Storrs Cash Balance Plan for Directors · $72M · 147 · 89th

  • VS-ST $72M
  • VS-ST 147
  • VS-ST 89th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Ufcw Local 1776 & Participating Employers Pension Fund
  • VS-ST ind #18301

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Goulston & Storrs Cash Balance Plan for Directors in the asset neighbourhood

Royal Neighbors of America Merged Retirement PlanRoyal Neighbors of America M…$72MBradford White Corporation UAW Retirement Income PlanBradford White Corporation U…$72MRetirement Plan B for Employees of American Crystal Sugar CompanyRetirement Plan B for Employ…$72MGoulston & Storrs Cash Balance Plan for DirectorsGoulston & Storrs Cash Balan…$72MUfcw Local 1776 & Participating Employers Pension FundUfcw Local 1776 & Participat…$72M
End-of-year total assets ($M) among Goulston & Storrs Cash Balance Plan for Directors and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$71M
Net Income-$4M
Employer EIN042738098
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goulston & Storrs PC)

Sponsor-wide plan assets over time

All Goulston & Storrs PC plans reported in each filing year

Latest sponsor-wide plan assets
$480M 20.464956159452495% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $398M $480M ▲ +20.5%
Year Plans Participants Total Assets
2022 3 583 $398M
2023 3 606 $464M
2024 3 572 $480M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Goulston & Storrs Cash Balance Plan for Directors vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Goulston & Storrs Cash Balance Plan for Directors, Total assets ($B): 0.072185922 · Participants: 147Goulston & Storrs Cash Balance Plan for DirectorsConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Goulston & Storrs Cash Balance Plan for Directors vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Goulston & Storrs Cash Balance Plan for Directors side-by-side with 3 peers →

Goulston & Storrs Cash Balance Plan for Directors's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Ufcw Local 1776 & Participating Employers Pension Fund in PA ($72M); by covered participants it is Estwing Manufacturing Company, Inc. Pension Plan in IL (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Goulston & Storrs Cash Balance Plan for Directors assets move in 2023? ▼
Goulston & Storrs Cash Balance Plan for Directors edged down modestly - down 3.6% during 2023, from $75M to $72M. Reported net income was -$4M.
How have Goulston & Storrs PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goulston & Storrs PC's sponsor-wide assets grew 20.5%, from $398M to $480M.
Where does Goulston & Storrs Cash Balance Plan for Directors rank by assets among Form 5500 filers? ▼
Goulston & Storrs Cash Balance Plan for Directors ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Goulston & Storrs Cash Balance Plan for Directors? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Local 1776 & Participating Employers Pension Fund in PA ($72M, 1,735 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Goulston & Storrs Cash Balance Plan for Directors? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Estwing Manufacturing Company, Inc. Pension Plan in IL (147 participants, $11M 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 042738098.

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.