401(k) · DOL Form 5500 · 2024

Norwell Visiting Nurse Association, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
300
Participants Below avg headcount
68th
Percentile by assets National rank
$59,062
Avg per participant Low balance/head
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Official DOL plan name: Norwell Vna and Hospice 401(k) Plan & Trust · Sponsored by Norwell Visiting Nurse Association, Inc. · Massachusetts · Healthcare & Social Assistance

$18M in assets, 300 participants

Norwell Visiting Nurse Association, Inc.'s Norwell Vna and Hospice 401(k) Plan & Trust reported $18M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,293 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Norwell Vna and Hospice 401(k) Plan & Trust covers 300 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#12,293
in Healthcare & Social Assistance (16,916 peers)
+16.5%
assets growth YoY

Norwell Vna and Hospice 401(k) Plan & Trust's outsized position by total assets

Norwell Vna and Hospice 401(k) Plan & Trust vs every filed plan by assets

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

$17,718,569 Top 32% higher than 68% 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

Norwell Vna and Hospice 401(k) Plan & Trust 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. Norwell Vna and Hospice 401(k) Plan & Trust sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norwell Vna and Hospice 401(k) Plan & Trust end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Norwell Vna and Hospice 401(k) Plan & Trust reported participants rose from 283 in the plan year 2023 filing to 300 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042104797 · Norwell Visiting Nurse Association, Inc. PY 2024 · 401(k)

Norwell Vna and Hospice 401(k) Plan & Trust · $18M · 300 · 68th

  • RANK $18M
  • PHOTO 300
  • IND 68th
  • EOY 401(k)
  • 5500 near Mahoney Environmental Solutions, LLC Employees Profit Sharing and 401(k) Plan
  • ASSETS ind #12293

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 →

Norwell Vna and Hospice 401(k) Plan & Trust in the asset neighbourhood

Norwell Vna and Hospice 401(k) Plan & TrustNorwell Vna and Hospice 401(…$18MMahoney Environmental Solutions, LLC Employees Profit Sharing and 401(k) PlanMahoney Environmental Soluti…$18MAtkinson, Brittingham, Gladd, Fiasco & Edmonds 401(k) PlanAtkinson, Brittingham, Gladd…$18MGraham Partners 401(k) Retirement Savings PlanGraham Partners 401(k) Retir…$18MReliance Relocation Services Inc 401(k) PlanReliance Relocation Services…$18M
End-of-year total assets ($M) among Norwell Vna and Hospice 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN042104797
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norwell Visiting Nurse Association, Inc.)

Sponsor-wide plan assets over time

All Norwell Visiting Nurse Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.306837509580554% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $17.7M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 267 $13M
2023 1 283 $15M
2024 1 300 $18M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Norwell Vna and Hospice 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Norwell Vna and Hospice 401(k) Plan & Trust, Total assets ($B): 0.017718569 · Participants: 300Norwell Vna and Hospice 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Norwell Vna and Hospice 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norwell Vna and Hospice 401(k) Plan & Trust side-by-side with 3 peers →

Norwell Vna and Hospice 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mahoney Environmental Solutions, LLC Employees Profit Sharing and 401(k) Plan in IL ($18M); by covered participants it is Vital Plastics, Inc. 401(k) Plan in WI (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Norwell Vna and Hospice 401(k) Plan & Trust assets move in 2024? ▼
Norwell Vna and Hospice 401(k) Plan & Trust grew sharply - up 16.5% during 2024, from $15M to $18M. Reported net income was $3M.
How have Norwell Visiting Nurse Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwell Visiting Nurse Association, Inc.'s sponsor-wide assets grew 40.3%, from $13M to $18M.
Which 401(k) plans are similar in size to Norwell Vna and Hospice 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mahoney Environmental Solutions, LLC Employees Profit Sharing and 401(k) Plan in IL ($18M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Norwell Vna and Hospice 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vital Plastics, Inc. 401(k) Plan in WI (300 participants, N/A 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 042104797.

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.