Other · DOL Form 5500 · 2023

The Ywca of Western Massachusetts, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
107
Participants Small participant base
39th
Percentile by assets National rank
$34,136
Avg per participant Low balance/head
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Official DOL plan name: The Ywca of Western Massachusetts Retirement Plan · Sponsored by The Ywca of Western Massachusetts, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 107 participants

The Ywca of Western Massachusetts, Inc.'s The Ywca of Western Massachusetts Retirement Plan reported $4M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,213 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

The Ywca of Western Massachusetts Retirement Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#7,213
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

The Ywca of Western Massachusetts Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Ywca of Western Massachusetts Retirement Plan vs every filed plan by assets

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

$3,652,585 39th percentile higher than 39% 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

The Ywca of Western Massachusetts Retirement 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. The Ywca of Western Massachusetts Retirement Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ywca of Western Massachusetts Retirement Plan reported net income rose from $316K in the plan year 2022 filing to $433K in the plan year 2023 filing.
  • The Ywca of Western Massachusetts Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Ywca of Western Massachusetts Retirement Plan reported participants fell from 120 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042103858 · The Ywca of Western Massachusetts, Inc. PY 2023 · Other

The Ywca of Western Massachusetts Retirement Plan · $4M · 107 · 39th

  • SCH $4M
  • SCH 107
  • SCH 39th
  • SCH Other
  • SCH near Colorado Health Network, Inc. 403(b) Plan
  • SCH ind #7213

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 →

The Ywca of Western Massachusetts Retirement Plan in the asset neighbourhood

Employee Benefit Plan of United Community Action NetworkEmployee Benefit Plan of Uni…$4MCcres 403(b) Plan$4MThe Ywca of Western Massachusetts Retirement PlanThe Ywca of Western Massachu…$4MColorado Health Network, Inc. 403(b) PlanColorado Health Network, Inc…$4MVillage on the Isle Retirement PlanVillage on the Isle Retireme…$4M
End-of-year total assets ($M) among The Ywca of Western Massachusetts Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$433K
Employer EIN042103858
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ywca of Western Massachusetts, Inc.)

Sponsor-wide plan assets over time

All The Ywca of Western Massachusetts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.18089252027121% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.22M $4.09M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 120 $3M
2023 1 107 $4M
2024 1 107 $4M

Nearby Other Plans in Massachusetts

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

The Ywca of Western Massachusetts Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Ywca of Western Massachusetts Retirement Plan, Total assets ($B): 0.003652585 · Participants: 107The Ywca of Western Massachusetts Retirement 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
The Ywca of Western Massachusetts Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Ywca of Western Massachusetts Retirement Plan side-by-side with 3 peers →

The Ywca of Western Massachusetts Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Colorado Health Network, Inc. 403(b) Plan in CO ($4M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 The Ywca of Western Massachusetts Retirement Plan assets move in 2023? ▼
The Ywca of Western Massachusetts Retirement Plan grew at a solid clip - up 13.5% during 2023, from $3M to $4M. Reported net income was $433K.
How have The Ywca of Western Massachusetts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ywca of Western Massachusetts, Inc.'s sponsor-wide assets grew 27.2%, from $3M to $4M.
Which Other plans are similar in size to The Ywca of Western Massachusetts Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Colorado Health Network, Inc. 403(b) Plan in CO ($4M, 150 participants).
Which Other plans cover a similar participant headcount to The Ywca of Western Massachusetts Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants, $7M 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 042103858.

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.