401(k) · DOL Form 5500 · 2024

The Trustees of Reservations 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
326
Participants Below avg headcount
75th
Percentile by assets National rank
$81,198
Avg per participant Below avg balance/head
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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.

  • #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.

#4,060
in Real Estate (4,605 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Trustees of Reservations 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

The Trustees of Reservations 401(k) 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. The Trustees of Reservations 401(k) Retirement Plan sits mid-pack in the medium band (326 participants).

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 →

EBSA filing schedule strip

Filing strip 042105780 · The Trustees of Reservations PY 2024 · 401(k)

The Trustees of Reservations 401(k) Retirement Plan · $26M · 326 · 75th

  • PHOTO $26M
  • IND 326
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Board of Trustees of the America's Family 401(k) Benefit Trust Fund
  • PCT ind #4060

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 Real Estate retirement plans → · Plans in Massachusetts →

The Trustees of Reservations 401(k) Retirement Plan in the asset neighbourhood

The Trustees of Reservations 401(k) Retirement PlanThe Trustees of Reservations…$26MBoard of Trustees of the America's Family 401(k) Benefit Trust FundBoard of Trustees of the Ame…$26MLiving Branches Retirement PlanLiving Branches Retirement P…$26MGollust Management, Inc. 401(k)Gollust Management, Inc. 401…$26MRev Renewables Ops, LLC 401(k) PlanRev Renewables Ops, LLC 401(…$26M
End-of-year total assets ($M) among The Trustees of Reservations 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All The Trustees of Reservations plans reported in each filing year

Latest sponsor-wide plan assets
$26M 31.35448715995601% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.5M ▲ +31.4%
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 ($B) Participants The Trustees of Reservations 401(k) Retirement Plan, Total assets ($B): 0.026470396 · Participants: 326The Trustees of Reservations 401(k) Retirement PlanFidelity 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
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) Retirement Plan side-by-side with 3 peers →

The Trustees of Reservations 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Board of Trustees of the America's Family 401(k) Benefit Trust Fund in NY ($26M); by covered participants it is Beemok Hospitality Group 401(k) Plan in SC (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 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).
Which 401(k) plans cover a similar participant headcount to The Trustees of Reservations 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beemok Hospitality Group 401(k) Plan in SC (326 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 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.