Profit Sharing · DOL Form 5500 · 2023
403(b) Thrift Plan of Ucp of Western Massachusetts, Inc.
Data updated 2026-05-15
- $2M
- Total assets
- 109
- Participants
- 29th
- Percentile by assets
- $15,776
- Avg per participant
Sponsored by Ucp of Western Massachusetts, Inc. · Massachusetts · Other Services
What the 2023 filing shows
403(b) Thrift Plan of Ucp of Western Massachusetts, Inc. holds $2M for 109 participants - about $15,776 per participant, in the lower half of filed plans by assets, up 44.1% over the 2023 plan year.
- $2M
- total plan assets (2023 EOY)
- 109
- covered participants
- 29th
- percentile by assets (of 126,618 plans)
- $15,776
- avg assets per participant
Profit Sharing · DOL Form 5500 · 2023
What the Filing Says About 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc.
403(b) Thrift Plan of Ucp of Western Massachusetts, Inc. is a Profit Sharing retirement plan sponsored by Ucp of Western Massachusetts, Inc., headquartered in Massachusetts. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 109 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042173060, and the plan has been effective since 2001-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets surged from $1M at the beginning of 2023 to $2M at year-end - up 44.1%. Net assets (after liabilities) closed the year at $2M, with reported net income of $527K 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.
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.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc. against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Total Assets (End of Year) | $2M |
| Net Assets (End of Year) | $2M |
| Net Income | $527K |
| Plan Type | Profit Sharing |
| Employer EIN | 042173060 |
| Plan Effective Date | 2001-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- State Street Salary Savings Program $5.7B · 12,168
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
Frequently Asked Questions
How much money is in the 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc.? ▼
What type of plan is 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc.? ▼
Who sponsors the 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc.? ▼
How did 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc. perform in 2023? ▼
What this filing means
Ways to act on 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc.'s numbers.
- By total assets, 403(b) Thrift Plan of Ucp of Western Massachusetts, Inc. ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- A Profit Sharing plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 042173060.
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.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.