Other · DOL Form 5500 · 2023

Viability, Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
417
Participants Below avg headcount
72nd
Percentile by assets National rank
$47,048
Avg per participant Low balance/head
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Official DOL plan name: 403b Thrift Plan of Viability, Inc. · Sponsored by Viability, Inc. · Massachusetts · Healthcare & Social Assistance

$20M in assets, 417 participants

Viability, Inc.'s 403b Thrift Plan of Viability, Inc. reported $20M in total assets and 417 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,571 in Healthcare & Social Assistance (17,684 peers)

Viability, Inc. multi-year trail

Viability, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows 403b Thrift Plan of Viability, Inc. at $20M / 417 participants.

#13,571
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY

403b Thrift Plan of Viability, Inc.'s outsized position by total assets

403b Thrift Plan of Viability, Inc. vs every filed plan by assets

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

$19,618,907 Top 28% higher than 72% 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

403b Thrift Plan of Viability, 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. 403b Thrift Plan of Viability, Inc. sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403b Thrift Plan of Viability, Inc. reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403b Thrift Plan of Viability, Inc. reported participants fell from 466 in the plan year 2022 filing to 417 in the plan year 2023 filing.
  • 403b Thrift Plan of Viability, Inc. end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510178661 · Viability, Inc. PY 2023 · Other

403b Thrift Plan of Viability, Inc. · $20M · 417 · 72nd

  • VS-ST $20M
  • VS-ST 417
  • VS-ST 72nd
  • VS-ST Other
  • VS-ST near Center for Urban Community Services Inc. 403(b) DC Plan
  • VS-ST ind #13571

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 →

403b Thrift Plan of Viability, Inc. in the asset neighbourhood

Valley Regional Healthcare Savings and Retirement PlanValley Regional Healthcare S…$20M403b Thrift Plan of Viability, Inc.403b Thrift Plan of Viabilit…$20MCenter for Urban Community Services Inc. 403(b) DC PlanCenter for Urban Community S…$20MLutheran Services Florida Retirement PlanLutheran Services Florida Re…$20M403(b) Thrift Plan of the Catholic Charities403(b) Thrift Plan of the Ca…$20M
End-of-year total assets ($M) among 403b Thrift Plan of Viability, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Viability, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Viability, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 16.455287786529034% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.9M $20.8M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 466 $18M
2023 1 417 $20M
2024 1 479 $21M

Viability, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN510178661
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

403b Thrift Plan of Viability, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants 403b Thrift Plan of Viability, Inc., Total assets ($B): 0.019618907 · Participants: 417403b Thrift Plan of Viability, Inc.The 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
403b Thrift Plan of Viability, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare 403b Thrift Plan of Viability, Inc. side-by-side with 3 peers →

403b Thrift Plan of Viability, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Center for Urban Community Services Inc. 403(b) DC Plan in NY ($20M); by covered participants it is St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan in NY (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 403b Thrift Plan of Viability, Inc. assets move in 2023? ▼
403b Thrift Plan of Viability, Inc. grew at a solid clip - up 9.8% during 2023, from $18M to $20M. Reported net income was $2M.
How have Viability, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Viability, Inc.'s sponsor-wide assets grew 16.5%, from $18M to $21M.
Which Other plans are similar in size to 403b Thrift Plan of Viability, Inc.? ▼
Among Other plans in other states, the closest by assets is Center for Urban Community Services Inc. 403(b) DC Plan in NY ($20M, 279 participants).
Which Other plans cover a similar participant headcount to 403b Thrift Plan of Viability, Inc.? ▼
Among Other plans in other states, the closest by covered participants is St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan in NY (417 participants, $15M 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 510178661.

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.