Other · DOL Form 5500 · 2024
Walpole Area Visiting Nurse Association, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $49,565
- Avg per participant Low balance/head
Official DOL plan name: Walpole Area Visiting Nurse Association 403(b) Retirement Plan · Sponsored by Walpole Area Visiting Nurse Association, Inc. · Massachusetts · Healthcare & Social Assistance
$5M in assets, 94 participants
Walpole Area Visiting Nurse Association, Inc.'s Walpole Area Visiting Nurse Association 403(b) Retirement Plan reported $5M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,325 in Healthcare & Social Assistance (16,916 peers)
Walpole Area Visiting Nurse Association, Inc. multi-year trail
Walpole Area Visiting Nurse Association, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows Walpole Area Visiting Nurse Association 403(b) Retirement Plan at $5M / 94 participants.
- #7,325
- in Healthcare & Social Assistance (16,916 peers)
- +10.3%
- assets growth YoY
Walpole Area Visiting Nurse Association 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Walpole Area Visiting Nurse Association 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,659,069 41st percentile higher than 41% 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
Walpole Area Visiting Nurse Association 403(b) Retirement 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. Walpole Area Visiting Nurse Association 403(b) Retirement Plan is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Walpole Area Visiting Nurse Association 403(b) Retirement Plan reported participants fell from 115 in the plan year 2023 filing to 94 in the plan year 2024 filing.
- Walpole Area Visiting Nurse Association 403(b) Retirement Plan reported net income fell from $499K in the plan year 2023 filing to $437K in the plan year 2024 filing.
- Walpole Area Visiting Nurse Association 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042104425 · Walpole Area Visiting Nurse Association, Inc. PY 2024 · Other
Walpole Area Visiting Nurse Association 403(b) Retirement Plan · $5M · 94 · 41st
- NET $5M
- NET 94
- NET 41st
- NET Other
- NET near The Center Bargaining Unit Retirement Plan
- NET ind #7325
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 →
Walpole Area Visiting Nurse Association 403(b) Retirement Plan in the asset neighbourhood
Walpole Area Visiting Nurse Association, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Walpole Area Visiting Nurse Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 25.120418898784745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $4M |
| 2023 | 1 | 115 | $4M |
| 2024 | 1 | 94 | $5M |
Walpole Area Visiting Nurse Association, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $437K |
| Employer EIN | 042104425 |
| Plan Effective Date | 2018-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Walpole Area Visiting Nurse Association 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Center Bargaining Unit Retirement Plan in IL ($5M); by covered participants it is Fountain Valley School Defined Contribution Retirement Plan in CO (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 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.