Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Health Resources in Action, Inc. 403(b) Tda Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Health Resources in Action, Inc. · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

Health Resources in Action, Inc. 403(b) Tda Plan holds $10M for 237 participants — about $41,725 per participant, up 25.3% over the 2023 plan year.

$10M
total plan assets (2023 EOY)
237
covered participants
$41,725
avg assets per participant
+25.3%
assets growth YoY
Total Assets (2023)
$10M
Participants
237
Industry
Healthcare & Social Assistance

What the Filing Says About Health Resources in Action, Inc. 403(b) Tda Plan

Health Resources in Action, Inc. 403(b) Tda Plan is a Profit Sharing retirement plan sponsored by Health Resources in Action, Inc., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 237 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042229839, and the plan has been effective since 1993-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2023 to $10M at year-end — a gain of 25.3%. Net assets (after liabilities) closed the year at $10M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN042229839
Plan Effective Date1993-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Resources in Action, Inc.)

Year Plans Participants Total Assets
2022 2 310 $14M
2023 2 399 $18M
2024 2 468 $22M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Health Resources in Action, Inc. 403(b) Tda Plan?
As of the 2023 Form 5500 filing, Health Resources in Action, Inc. 403(b) Tda Plan holds $10M in total assets with 237 participants. It is sponsored by Health Resources in Action, Inc..
What type of plan is Health Resources in Action, Inc. 403(b) Tda Plan?
Health Resources in Action, Inc. 403(b) Tda Plan is a Profit Sharing plan. It has been effective since 1993-11-01. The plan is filed with the U.S. Department of Labor under EIN 042229839.
Who sponsors the Health Resources in Action, Inc. 403(b) Tda Plan?
Health Resources in Action, Inc. 403(b) Tda Plan is sponsored by Health Resources in Action, Inc., located in Massachusetts. The sponsor's EIN is 042229839 and the plan operates in the Healthcare & Social Assistance industry.
How did Health Resources in Action, Inc. 403(b) Tda Plan perform in 2023?
Health Resources in Action, Inc. 403(b) Tda Plan grew by 25.3% during 2023, moving from $8M to $10M in total assets. Net income was $2M.
Where can I find official filings for Health Resources in Action, Inc. 403(b) Tda Plan?
Official Form 5500 filings for Health Resources in Action, Inc. 403(b) Tda Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042229839 or plan name at efast.dol.gov.
How does Health Resources in Action, Inc. 403(b) Tda Plan compare to other plans?
You can compare Health Resources in Action, Inc. 403(b) Tda Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042229839.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.