401(k) · DOL Form 5500 · 2023
Somerville-Cambridge Elder Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $86,759
- Avg per participant Below avg balance/head
Official DOL plan name: Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan · Sponsored by Somerville-Cambridge Elder Services, Inc. · Massachusetts · Healthcare & Social Assistance
$12M in assets, 142 participants
Somerville-Cambridge Elder Services, Inc.'s Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan reported $12M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,116 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan covers 142 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.
- #12,116
- in Healthcare & Social Assistance (17,684 peers)
- +8.6%
- assets growth YoY
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,319,837 Top 37% higher than 63% 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
Somerville-Cambridge Elder Services, Inc. 401(k) 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. Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $981K in the plan year 2023 filing.
- Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan reported participants fell from 144 in the plan year 2022 filing to 142 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042515020 · Somerville-Cambridge Elder Services, Inc. PY 2023 · 401(k)
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan · $12M · 142 · 63rd
- PHOTO $12M
- PHOTO 142
- PHOTO 63rd
- PHOTO 401(k)
- PHOTO near Network Partners Group 401(k) Plan
- PHOTO ind #12116
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 →
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $981K |
| Employer EIN | 042515020 |
| Plan Effective Date | 1973-01-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Somerville-Cambridge Elder Services, Inc.)
Sponsor-wide plan assets over time
All Somerville-Cambridge Elder Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 17.294514220635318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $11M |
| 2023 | 1 | 142 | $12M |
| 2024 | 1 | 141 | $13M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Network Partners Group 401(k) Plan in IN ($12M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Network Partners Group 401(k) Plan (IN) $12M · 266
- Enviro Tech Chemical Services, Inc. 401(k) Plan (CA) $12M · 94
- Agrofresh Inc. Retirement Plan (PA) $12M · 85
- Kong 401(k) Plan (CA) $12M · 274
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Texas Veterinary, PLLC 401(k) Plan (TX) 142 · 0 off
- The Starco Group Inc. 401(k) Profit Sharing Plan (CA) 142 · 0 off
- Syllogisteks Employee 401(k) Plan (MO) 142 · 0 off
- Gilman Cheese Corporation 401(k) Profit Sharing Plan (WI) 142 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.