401(k) · DOL Form 5500 · 2024
University Club of Boston 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $77,623
- Avg per participant Below avg balance/head
Official DOL plan name: University Club of Boston 401(k) Plan · Sponsored by University Club of Boston · Massachusetts · Arts, Entertainment & Recreation
$6M in assets, 71 participants
University Club of Boston's University Club of Boston 401(k) Plan reported $6M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #1,873 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, University Club of Boston 401(k) Plan ranks #1,873 of 2,921 2024 filers by assets (504% of the sector average)-$6M for 71 participants.
- #1,873
- in Arts, Entertainment & Recreation (2,921 peers)
- +15.2%
- assets growth YoY
University Club of Boston 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
University Club of Boston 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,511,225 44th percentile higher than 44% 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
University Club of Boston 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Club of Boston 401(k) Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Club of Boston 401(k) Plan reported participants rose from 60 in the plan year 2023 filing to 71 in the plan year 2024 filing.
- University Club of Boston 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- University Club of Boston 401(k) Plan reported net income fell from $804K in the plan year 2023 filing to $726K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 041926770 · University Club of Boston PY 2024 · 401(k)
University Club of Boston 401(k) Plan · $6M · 71 · 44th
- TYPE $6M
- TYPE 71
- TYPE 44th
- TYPE 401(k)
- TYPE near Integrating Factors 401(k) Profit Sharing Plan & Trust
- TYPE ind #1873
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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →
University Club of Boston 401(k) Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $726K |
| Employer EIN | 041926770 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Club of Boston)
Sponsor-wide plan assets over time
All University Club of Boston plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 38.400972760154204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $4M |
| 2023 | 1 | 60 | $5M |
| 2024 | 1 | 71 | $6M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
University Club of Boston 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Integrating Factors 401(k) Profit Sharing Plan & Trust in NJ ($6M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
- Council of Chief State School Officers 401(k) and Profit Sharing Plan (DC) 71 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 71 · 0 off
- Lawn Doctor, Inc. Employee Savings Plan (NJ) 71 · 0 off
- Fifth Gait Technologies, Inc. 401(k) and Profit Sharing Plan (CA) 71 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.