Money Purchase · DOL Form 5500 · 2023

Whittier Street Health Center Committee, Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
187
Participants Below avg headcount
37th
Percentile by assets National rank
$18,049
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefits Plan of Whittier Street Health Center Committee, Inc. · Sponsored by Whittier Street Health Center Committee, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 187 participants

Whittier Street Health Center Committee, Inc.'s Employee Benefits Plan of Whittier Street Health Center Committee, Inc. reported $3M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,921 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Employee Benefits Plan of Whittier Street Health Center Committee, Inc. covers 187 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#6,921
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY

Employee Benefits Plan of Whittier Street Health Center Committee, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefits Plan of Whittier Street Health Center Committee, Inc. vs every filed plan by assets

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

$3,375,075 37th percentile higher than 37% 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

Employee Benefits Plan of Whittier Street Health Center Committee, Inc. 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. Employee Benefits Plan of Whittier Street Health Center Committee, Inc. sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefits Plan of Whittier Street Health Center Committee, Inc. reported participants fell from 290 in the plan year 2022 filing to 187 in the plan year 2023 filing.
  • Employee Benefits Plan of Whittier Street Health Center Committee, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042619517 · Whittier Street Health Center Committee, Inc. PY 2023 · Money Purchase

Employee Benefits Plan of Whittier Street Health Center Committee, Inc. · $3M · 187 · 37th

  • EBSA $3M
  • PART 187
  • TYPE 37th
  • NET Money Purchase
  • BOOK near Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan
  • VS-ST ind #6921

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 →

Employee Benefits Plan of Whittier Street Health Center Committee, Inc. in the asset neighbourhood

Kai Ming, Inc. 403(b) DC Retirement PlanKai Ming, Inc. 403(b) DC Ret…$3MEmployee Benefits Plan of Whittier Street Health Center Committee, Inc.Employee Benefits Plan of Wh…$3MCotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanCotton Norton Stevenson Cons…$3MHanbery & Turner PA Money Purchase Pension PlanHanbery & Turner PA Money Pu…$3MAppraisal Resource Group Inc Money Purchase PlanAppraisal Resource Group Inc…$3M
End-of-year total assets ($M) among Employee Benefits Plan of Whittier Street Health Center Committee, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$441K
Employer EIN042619517
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whittier Street Health Center Committee, Inc.)

Sponsor-wide plan assets over time

All Whittier Street Health Center Committee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.415250701748384% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $5.87M $3.79M ▼ -35.4%
Year Plans Participants Total Assets
2022 2 560 $6M
2023 1 187 $3M
2024 1 200 $4M

Nearby Money Purchase Plans in Massachusetts

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

Employee Benefits Plan of Whittier Street Health Center Committee, Inc. vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Employee Benefits Plan of Whittier Street Health Center Committee, Inc., Total assets ($B): 0.003375075 · Participants: 187Employee Benefits Plan of Whittier Street Health Center Committee, Inc.The 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.
Employee Benefits Plan of Whittier Street Health Center Committee, Inc. vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Employee Benefits Plan of Whittier Street Health Center Committee, Inc. side-by-side with 3 peers →

Employee Benefits Plan of Whittier Street Health Center Committee, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in AZ ($3M); by covered participants it is Barc Developmental Services Money Purchase Pension Plan (Mppp) in PA (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Employee Benefits Plan of Whittier Street Health Center Committee, Inc. assets move in 2023? ▼
Employee Benefits Plan of Whittier Street Health Center Committee, Inc. grew sharply - up 15.0% during 2023, from $3M to $3M. Reported net income was $441K.
How have Whittier Street Health Center Committee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whittier Street Health Center Committee, Inc.'s sponsor-wide assets declined 35.4%, from $6M to $4M.
Which Money Purchase plans are similar in size to Employee Benefits Plan of Whittier Street Health Center Committee, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in AZ ($3M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Employee Benefits Plan of Whittier Street Health Center Committee, Inc.? ▼
Among Money Purchase plans in other states, the closest by covered participants is Barc Developmental Services Money Purchase Pension Plan (Mppp) in PA (187 participants, $4M 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 042619517.

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.