Other · DOL Form 5500 · 2023

Self Help, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
190
Participants Below avg headcount
50th
Percentile by assets National rank
$35,293
Avg per participant Low balance/head
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Official DOL plan name: Self-Help, Inc. Tax Sheltered Annuity Plan · Sponsored by Self Help, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 190 participants

Self Help, Inc.'s Self-Help, Inc. Tax Sheltered Annuity Plan reported $7M in total assets and 190 participants in its 2023 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.

  • #9,803 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Self-Help, Inc. Tax Sheltered Annuity Plan covers 190 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#9,803
in Healthcare & Social Assistance (17,684 peers)
+3.1%
assets growth YoY

Self-Help, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Self-Help, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,705,660 Top 50% higher than 50% of 127,068 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 2023

Self-Help, Inc. Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self-Help, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Self-Help, Inc. Tax Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Self-Help, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Self-Help, Inc. Tax Sheltered Annuity Plan reported participants rose from 186 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042376180 · Self Help, Inc. PY 2023 · Other

Self-Help, Inc. Tax Sheltered Annuity Plan · $7M · 190 · 50th

  • ASSETS $7M
  • ASSETS 190
  • ASSETS 50th
  • ASSETS Other
  • ASSETS near Third Street Family Health Services Retirement Plan
  • ASSETS ind #9803

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 →

Self-Help, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Self-Help, Inc. Tax Sheltered Annuity PlanSelf-Help, Inc. Tax Sheltere…$7MThird Street Family Health Services Retirement PlanThird Street Family Health S…$7MJackson Christian School 403(b) DC PlanJackson Christian School 403…$7MFall River Health Services 403(b) PlanFall River Health Services 4…$7MCommunity Health Care Systems Retirement PlanCommunity Health Care System…$7M
End-of-year total assets ($M) among Self-Help, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$202K
Employer EIN042376180
Plan Effective Date1968-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self Help, Inc.)

Sponsor-wide plan assets over time

All Self Help, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 10.803713956180182% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.2M $13.5M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 354 $12M
2023 2 373 $13M
2024 2 476 $13M

Nearby Other Plans in Massachusetts

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

Self-Help, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Self-Help, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.00670566 · Participants: 190Self-Help, Inc. Tax Sheltered Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Self-Help, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Self-Help, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Self-Help, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Third Street Family Health Services Retirement Plan in OH ($7M); by covered participants it is The Winston Preparatory School 403(b) DC Plan in NY (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Self-Help, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Self-Help, Inc. Tax Sheltered Annuity Plan edged up modestly - up 3.1% during 2023, from $7M to $7M. Reported net income was $202K.
How have Self Help, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Help, Inc.'s sponsor-wide assets grew 10.8%, from $12M to $13M.
Which Other plans are similar in size to Self-Help, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Third Street Family Health Services Retirement Plan in OH ($7M, 208 participants).
Which Other plans cover a similar participant headcount to Self-Help, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Winston Preparatory School 403(b) DC Plan in NY (190 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042376180.

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.