Other · DOL Form 5500 · 2024
Massachusetts Society for the Prevention of Cruelty to Animals Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 799
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $109,478
- Avg per participant Below avg balance/head
Official DOL plan name: Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan · Sponsored by Massachusetts Society for the Prevention of Cruelty to Animals · Massachusetts · Healthcare & Social Assistance
$87M in assets, 799 participants
Massachusetts Society for the Prevention of Cruelty to Animals's Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan reported $87M in total assets and 799 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,356 in Healthcare & Social Assistance (16,916 peers)
Where Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits by assets
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $87M for 799 participants (~$109,478/participant), up 18.0% in 2024.
- #15,356
- in Healthcare & Social Assistance (16,916 peers)
- +18.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan's outsized position by total assets
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,472,948 Top 11% higher than 89% 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
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan 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. Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan sits mid-pack in the medium band (799 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan end-of-year assets rose from $74M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan reported participants rose from 716 in the plan year 2023 filing to 799 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103597 · Massachusetts Society for the Prevention of Cruelty to Animals PY 2024 · Other
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan · $87M · 799 · 89th
- EIN $87M
- RANK 799
- PHOTO 89th
- IND Other
- EOY near Rockhurst University Retirement Savings Plan
- 5500 ind #15356
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 →
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $13M |
| Employer EIN | 042103597 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Society for the Prevention of Cruelty to Animals)
Sponsor-wide plan assets over time
All Massachusetts Society for the Prevention of Cruelty to Animals plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 16.219129197548828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 732 | $104M |
| 2023 | 2 | 792 | $74M |
| 2024 | 1 | 799 | $87M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Rockhurst University Retirement Savings Plan in MO ($87M); by covered participants it is Pinnacle Living Tsa Retirement Plan in VA (799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
Similar participant headcount
Nearest other-state filings by covered participants (799 participants); asset peers above are excluded.
- Pinnacle Living Tsa Retirement Plan (VA) 799 · 0 off
- Frontier Behavioral Health 403(b) Investment Plan (WA) 799 · 0 off
- St. Olaf College 403(b) Retirement Plan (MN) 798 · 1 off
- Justice Innovation Inc. 403(b) Plan (NY) 800 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.