401(k) · DOL Form 5500 · 2024

The Trustees of Reservations 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
326
Participants
75th
Percentile by assets
$81,198
Avg per participant
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Official DOL plan name: The Trustees of Reservations 401(k) Retirement Plan · Sponsored by The Trustees of Reservations · Massachusetts · Real Estate

$26M in assets, 326 participants

The Trustees of Reservations's The Trustees of Reservations 401(k) Retirement Plan reported $26M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #4,060 in Real Estate (4,605 peers)

Coverage in Massachusetts

The Trustees of Reservations 401(k) Retirement Plan covers 326 participants in Massachusetts, about 50% of the average Massachusetts filer (state average ~659 per filing). Assets: $26M.

$26M
total plan assets (2024 EOY)
326
covered participants
75th
percentile by assets (of 123,622 plans)
$81,198
avg assets per participant

Where The Trustees of Reservations 401(k) Retirement Plan sits by total assets

The Trustees of Reservations 401(k) Retirement Plan vs every filed plan by assets

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

$26,470,396 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Trustees of Reservations 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Trustees of Reservations 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • The Trustees of Reservations 401(k) Retirement Plan reported participants rose from 314 in the plan year 2023 filing to 326 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Real Estate

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Trustees of Reservations 401(k) Retirement Plan reports 326 participants - about 50% of that state average ($26M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN042105780
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Trustees of Reservations)

$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.5M ▲ +31.4%
Total plan assets by year, all The Trustees of Reservations plans on file
Year Plans Participants Total Assets
2022 1 292 $20M
2023 1 314 $24M
2024 1 326 $26M

Nearby 401(k) Plans in Massachusetts

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

The Trustees of Reservations 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Trustees of Rese…, Total assets ($B): 0.026470396 · Participants: 326The Trustees of Rese…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
The Trustees of Reservations 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Trustees of Reservations 401(k) Reti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Trustees of Reservations 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Trustees of Reservations 401(k) Retirement Plan assets move in 2024? ▼
The Trustees of Reservations 401(k) Retirement Plan grew at a solid clip - up 10.7% during 2024, from $24M to $26M. Reported net income was $3M.
How have The Trustees of Reservations plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Trustees of Reservations's sponsor-wide assets grew 31.4%, from $20M to $26M.
Where does The Trustees of Reservations 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Trustees of Reservations 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Trustees of Reservations 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Board of Trustees of the America's Family 401(k) Benefit Trust Fund in NY ($26M, 452 participants).

Next read for The Trustees of Reservations 401(k) Reti…

Filing takeaways

Ways to act on The Trustees of Reservations 401(k) Retirement Plan's numbers.

  • By total assets, The Trustees of Reservations 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • The Trustees of Reservations's sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Real Estate plans

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 042105780.

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.