Profit Sharing · DOL Form 5500 · 2024
Elder Services of Worcester Area Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 296
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $54,238
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. · Sponsored by Elder Services of Worcester Area · Massachusetts · Healthcare & Social Assistance
$16M in assets, 296 participants
Elder Services of Worcester Area's 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. reported $16M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,976 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. covers 296 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.
- #11,976
- in Healthcare & Social Assistance (16,916 peers)
- +11.2%
- assets growth YoY
403(b) Thrift Plan of Elder Services of Worcester Area, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,054,491 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. reported participants rose from 264 in the plan year 2023 filing to 296 in the plan year 2024 filing.
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042545221 · Elder Services of Worcester Area PY 2024 · Profit Sharing
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. · $16M · 296 · 66th
- VS-ST $16M
- VS-ST 296
- VS-ST 66th
- VS-ST Profit Sharing
- VS-ST near Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
- VS-ST ind #11976
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 →
403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 042545221 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elder Services of Worcester Area)
Sponsor-wide plan assets over time
All Elder Services of Worcester Area plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 35.54857373134797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $12M |
| 2023 | 1 | 264 | $14M |
| 2024 | 1 | 296 | $16M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
403(b) Thrift Plan of Elder Services of Worcester Area, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan in AL ($16M); by covered participants it is Universal Bearings LLC Profit Sharing Plan & Trust in IN (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.