Other · DOL Form 5500 · 2024
Action for Boston Community Development Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 792
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $54,984
- Avg per participant Low balance/head
Official DOL plan name: Action for Boston Community Development Tax-Sheltered Annuity Plan · Sponsored by Action for Boston Community Development · Massachusetts · Healthcare & Social Assistance
$44M in assets, 792 participants
Action for Boston Community Development's Action for Boston Community Development Tax-Sheltered Annuity Plan reported $44M in total assets and 792 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,385 in Healthcare & Social Assistance (16,916 peers)
Where Action for Boston Community Development Tax-Sheltered Annuity Plan sits by assets
Action for Boston Community Development Tax-Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $44M for 792 participants (~$54,984/participant), down 5.9% in 2024.
- #14,385
- in Healthcare & Social Assistance (16,916 peers)
- -5.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Action for Boston Community Development Tax-Sheltered Annuity Plan's outsized position by total assets
Action for Boston Community Development Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,547,671 Top 17% higher than 83% 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
Action for Boston Community Development Tax-Sheltered Annuity 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. Action for Boston Community Development Tax-Sheltered Annuity Plan sits mid-pack in the medium band (792 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Action for Boston Community Development Tax-Sheltered Annuity Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Action for Boston Community Development Tax-Sheltered Annuity Plan end-of-year assets fell from $46M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Action for Boston Community Development Tax-Sheltered Annuity Plan reported participants rose from 761 in the plan year 2023 filing to 792 in the plan year 2024 filing.
DOL schedule card
Filing strip 042304133 · Action for Boston Community Development PY 2024 · Other
Action for Boston Community Development Tax-Sheltered Annuity Plan · $44M · 792 · 83rd
- VS-ST $44M
- VS-ST 792
- VS-ST 83rd
- VS-ST Other
- VS-ST near Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan
- VS-ST ind #14385
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 →
Action for Boston Community Development Tax-Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$3M |
| Employer EIN | 042304133 |
| Plan Effective Date | 1966-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Action for Boston Community Development)
Sponsor-wide plan assets over time
All Action for Boston Community Development plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 5.785697159456603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,535 | $96M |
| 2023 | 2 | 1,450 | $103M |
| 2024 | 2 | 1,492 | $102M |
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
Action for Boston Community Development Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan in IL ($44M); by covered participants it is Gifford Health Care, Inc. 403(b) Retirement Plan in VT (792 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (792 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.