Profit Sharing · DOL Form 5500 · 2023
Fenway Community Health Center, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 595
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $117,524
- Avg per participant Below avg balance/head
Official DOL plan name: Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan · Sponsored by Fenway Community Health Center, Inc. · Massachusetts · Healthcare & Social Assistance
$70M in assets, 595 participants
Fenway Community Health Center, Inc.'s Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan reported $70M in total assets and 595 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.
- #15,972 in Healthcare & Social Assistance (17,684 peers)
Where Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan sits by assets
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $70M for 595 participants (~$117,524/participant), up 5.2% in 2023.
- #15,972
- in Healthcare & Social Assistance (17,684 peers)
- +5.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan's outsized position by total assets
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,927,021 Top 11% higher than 89% 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
Fenway Community Health Center, Inc. Tax Sheltered Annuity and 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. Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan sits mid-pack in the medium band (595 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan reported net income fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan reported participants fell from 710 in the plan year 2022 filing to 595 in the plan year 2023 filing.
- Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan end-of-year assets rose from $66M in the plan year 2022 filing to $70M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042510564 · Fenway Community Health Center, Inc. PY 2023 · Profit Sharing
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan · $70M · 595 · 89th
- 5500 $70M
- ASSETS 595
- PCT 89th
- EIN Profit Sharing
- RANK near Miner Enterprises Profit Sharing Plan
- PHOTO ind #15972
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 →
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $3M |
| Employer EIN | 042510564 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fenway Community Health Center, Inc.)
Sponsor-wide plan assets over time
All Fenway Community Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 8.890840907895821% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 710 | $66M |
| 2023 | 1 | 595 | $70M |
| 2024 | 1 | 401 | $72M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Miner Enterprises Profit Sharing Plan in IL ($70M); by covered participants it is Dyke Industries, Inc. Profit Sharing Plan & Trust in AR (596 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Miner Enterprises Profit Sharing Plan (IL) $70M · 288
- Electrical Workers Pension Fund Part C (MN) $70M · 236
- The Wooster Brush Company Profit Sharing Plan (OH) $70M · 178
- Mercy Health Retirement Savings Plan 403b (OH) $69M · 1,142
Similar participant headcount
Nearest other-state filings by covered participants (595 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.