Other · DOL Form 5500 · 2024

Southwest Boston Senior Svcs Inc. D/B/a Ethos Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
135
Participants Small participant base
50th
Percentile by assets National rank
$57,745
Avg per participant Low balance/head
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Official DOL plan name: Ethos Retirement Plan · Sponsored by Southwest Boston Senior Svcs Inc. D/B/a Ethos · Massachusetts · Healthcare & Social Assistance

$8M in assets, 135 participants

Southwest Boston Senior Svcs Inc. D/B/a Ethos's Ethos Retirement Plan reported $8M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,360 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Ethos Retirement Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#9,360
in Healthcare & Social Assistance (16,916 peers)
+18.6%
assets growth YoY

Ethos Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ethos Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,795,593 Top 50% higher than 50% of 123,620 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 2024

Ethos Retirement 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. Ethos Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ethos Retirement Plan reported net income rose from $925K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ethos Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ethos Retirement Plan reported participants rose from 119 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 237304163 · Southwest Boston Senior Svcs Inc. D/B/a Ethos PY 2024 · Other

Ethos Retirement Plan · $8M · 135 · 50th

  • IND $8M
  • EOY 135
  • 5500 50th
  • ASSETS Other
  • PCT near Partnership Community Health Center 403(b)
  • EIN ind #9360

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 →

Ethos Retirement Plan in the asset neighbourhood

Ethos Retirement Plan$8MPartnership Community Health Center 403(b)Partnership Community Health…$8MYeshiva Har Torah 403(b) DC PlanYeshiva Har Torah 403(b) DC …$8MGrid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$8M403(b) Plan for Head Injury Association Inc.403(b) Plan for Head Injury …$8M
End-of-year total assets ($M) among Ethos Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN237304163
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Boston Senior Svcs Inc. D/B/a Ethos)

Sponsor-wide plan assets over time

All Southwest Boston Senior Svcs Inc. D/B/a Ethos plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.980909638317506% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.65M $7.8M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 116 $6M
2023 1 119 $7M
2024 1 135 $8M

Nearby Other Plans in Massachusetts

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

Ethos Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Ethos Retirement Plan, Total assets ($B): 0.007795593 · Participants: 135Ethos Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Ethos Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Ethos Retirement Plan side-by-side with 3 peers →

Ethos Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Partnership Community Health Center 403(b) in WI ($8M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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.

Frequently Asked Questions

How did Ethos Retirement Plan assets move in 2024? ▼
Ethos Retirement Plan grew sharply - up 18.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Southwest Boston Senior Svcs Inc. D/B/a Ethos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Boston Senior Svcs Inc. D/B/a Ethos's sponsor-wide assets grew 38.0%, from $6M to $8M.
Which Other plans are similar in size to Ethos Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Partnership Community Health Center 403(b) in WI ($8M, 131 participants).
Which Other plans cover a similar participant headcount to Ethos Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237304163.

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.