401(k) · DOL Form 5500 · 2024
Umass Memorial Shields Pharmacy LLC 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 2,057
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $42,869
- Avg per participant Low balance/head
Official DOL plan name: Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan · Sponsored by Umass Memorial Shields Pharmacy LLC · Massachusetts · Retail Trade
$88M in assets, 2,057 participants
Umass Memorial Shields Pharmacy LLC's Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan reported $88M in total assets and 2,057 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,576 in Retail Trade (8,048 peers)
Coverage in Massachusetts
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan covers 2,057 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $88M.
- #7,576
- in Retail Trade (8,048 peers)
- +41.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,181,542 Top 10% higher than 90% 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
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan lands in the large band (2,057 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan reported net income rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan reported participants rose from 1,845 in the plan year 2023 filing to 2,057 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 453841517 · Umass Memorial Shields Pharmacy LLC PY 2024 · 401(k)
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan · $88M · 2,057 · 90th
- 5500 $88M
- 5500 2,057
- 5500 90th
- 5500 401(k)
- 5500 near Presto 401(k) Plan
- 5500 ind #7576
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 Retail Trade retirement plans → · Plans in Massachusetts →
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $25M |
| Employer EIN | 453841517 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Shields Pharmacy LLC)
Sponsor-wide plan assets over time
All Umass Memorial Shields Pharmacy LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 117.13898412596009% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,281 | $41M |
| 2023 | 1 | 1,845 | $62M |
| 2024 | 1 | 2,057 | $88M |
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
Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Presto 401(k) Plan in WI ($88M); by covered participants it is Miner's, Inc. 401(k) Plan in MN (2,057 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Presto 401(k) Plan (WI) $88M · 962
- Fry Communications, Inc. Retirement Plan (PA) $88M · 615
- Analytical Mechanics Associates 401(k) Plan (VA) $88M · 680
- Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan (OH) $88M · 145
Similar participant headcount
Nearest other-state filings by covered participants (2,057 participants); asset peers above are excluded.
- Miner's, Inc. 401(k) Plan (MN) 2,057 · 0 off
- Align Technology, Inc. 401(k) Profit Sharing Plan (CA) 2,058 · 1 off
- Triad 401(k) Savings Plan (NM) 2,058 · 1 off
- Sabic U.S. Employee Retirement Savings Plan (TX) 2,058 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.