401(k) · DOL Form 5500 · 2023
South Shore Elder Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $44,721
- Avg per participant Low balance/head
Official DOL plan name: South Shore Elder Services, Inc. Profit Sharing Plan · Sponsored by South Shore Elder Services, Inc. · Massachusetts · Healthcare & Social Assistance
$8M in assets, 169 participants
South Shore Elder Services, Inc.'s South Shore Elder Services, Inc. Profit Sharing Plan reported $8M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,261 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
South Shore Elder Services, Inc. Profit Sharing Plan covers 169 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.
- #10,261
- in Healthcare & Social Assistance (17,684 peers)
- +18.2%
- assets growth YoY
South Shore Elder Services, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
South Shore Elder Services, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,557,846 Top 47% higher than 53% 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
South Shore Elder Services, Inc. Profit Sharing 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. South Shore Elder Services, Inc. Profit Sharing Plan sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Shore Elder Services, Inc. Profit Sharing Plan reported net income rose from $782K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- South Shore Elder Services, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- South Shore Elder Services, Inc. Profit Sharing Plan reported participants rose from 159 in the plan year 2022 filing to 169 in the plan year 2023 filing.
DOL schedule card
Filing strip 042596213 · South Shore Elder Services, Inc. PY 2023 · 401(k)
South Shore Elder Services, Inc. Profit Sharing Plan · $8M · 169 · 53rd
- PCT $8M
- EIN 169
- RANK 53rd
- PHOTO 401(k)
- IND near I.C.R. 401(k) Savings and Retirement Plan
- EOY ind #10261
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 →
South Shore Elder Services, Inc. Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 042596213 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Shore Elder Services, Inc.)
Sponsor-wide plan assets over time
All South Shore Elder Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 34.97824180520588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $6M |
| 2023 | 1 | 169 | $8M |
| 2024 | 1 | 174 | $9M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
South Shore Elder Services, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is I.C.R. 401(k) Savings and Retirement Plan in MI ($8M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- I.C.R. 401(k) Savings and Retirement Plan (MI) $8M · 121
- Tobar, Inc. 401(k) Profit Sharing Retirement Plan (IN) $8M · 20
- Payit 401(k) Retirement Plan (MO) $8M · 138
- Grace Management 401(k) Plan (MN) $8M · 3,031
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Baker Roofing Company 401(k) Profit Sharing Plan (NC) 169 · 0 off
- Color Image Apparel, Inc. 401(k) Profit Sharing Plan (CA) 169 · 0 off
- Color Image Apparel, Inc. 401(k) Profit Sharing Plan B (CA) 169 · 0 off
- Pcsb Bank 401(k) Savings Plan (NY) 169 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.