Other · DOL Form 5500 · 2023

Mystic Valley Elder Services, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
331
Participants Below avg headcount
71st
Percentile by assets National rank
$55,350
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mystic Valley Elder Services, Inc. 403b Plan · Sponsored by Mystic Valley Elder Services, Inc. · Massachusetts · Other Services

$18M in assets, 331 participants

Mystic Valley Elder Services, Inc.'s Mystic Valley Elder Services, Inc. 403b Plan reported $18M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,604 in Other Services (7,857 peers)

Mystic Valley Elder Services, Inc. multi-year trail

Mystic Valley Elder Services, Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Mystic Valley Elder Services, Inc. 403b Plan at $18M / 331 participants.

#6,604
in Other Services (7,857 peers)
+19.0%
assets growth YoY

Mystic Valley Elder Services, Inc. 403b Plan's outsized position by total assets

Mystic Valley Elder Services, Inc. 403b Plan vs every filed plan by assets

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

$18,320,796 Top 29% higher than 71% 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

Mystic Valley Elder Services, Inc. 403b 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. Mystic Valley Elder Services, Inc. 403b Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mystic Valley Elder Services, Inc. 403b Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mystic Valley Elder Services, Inc. 403b Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Mystic Valley Elder Services, Inc. 403b Plan reported participants rose from 322 in the plan year 2022 filing to 331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042562646 · Mystic Valley Elder Services, Inc. PY 2023 · Other

Mystic Valley Elder Services, Inc. 403b Plan · $18M · 331 · 71st

  • BOY $18M
  • SCH 331
  • EBSA 71st
  • PART Other
  • TYPE near Pleasant Valley Hospital Employees' 403(b) Plan
  • NET ind #6604

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 Other Services retirement plans → · Plans in Massachusetts →

Mystic Valley Elder Services, Inc. 403b Plan in the asset neighbourhood

403(b) Tax Deferred Annuity Plan for Employees of Variety Child Learning Center403(b) Tax Deferred Annuity …$18MMystic Valley Elder Services, Inc. 403b PlanMystic Valley Elder Services…$18MPleasant Valley Hospital Employees' 403(b) PlanPleasant Valley Hospital Emp…$18MSpanish Peaks Healthcare Systems 403(b) PlanSpanish Peaks Healthcare Sys…$18MSan Diego Family Care 403(b) Retirement PlanSan Diego Family Care 403(b)…$18M
End-of-year total assets ($M) among Mystic Valley Elder Services, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mystic Valley Elder Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mystic Valley Elder Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.35909416657702% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $19.8M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 322 $15M
2023 1 331 $18M
2024 1 349 $20M

Mystic Valley Elder Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN042562646
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Mystic Valley Elder Services, Inc. 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Mystic Valley Elder Services, Inc. 403b Plan, Total assets ($B): 0.018320796 · Participants: 331Mystic Valley Elder Services, Inc. 403b PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Mystic Valley Elder Services, Inc. 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mystic Valley Elder Services, Inc. 403b Plan side-by-side with 3 peers →

Mystic Valley Elder Services, Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Pleasant Valley Hospital Employees' 403(b) Plan in WV ($18M); by covered participants it is The Childrens Museum of Indianapolis Inc. Retirement Savings Plan in IN (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Mystic Valley Elder Services, Inc. 403b Plan assets move in 2023? ▼
Mystic Valley Elder Services, Inc. 403b Plan grew sharply - up 19.0% during 2023, from $15M to $18M. Reported net income was $3M.
How have Mystic Valley Elder Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mystic Valley Elder Services, Inc.'s sponsor-wide assets grew 28.4%, from $15M to $20M.
Which Other plans are similar in size to Mystic Valley Elder Services, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is Pleasant Valley Hospital Employees' 403(b) Plan in WV ($18M, 338 participants).
Which Other plans cover a similar participant headcount to Mystic Valley Elder Services, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is The Childrens Museum of Indianapolis Inc. Retirement Savings Plan in IN (331 participants, $32M 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 042562646.

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.