401(k) · DOL Form 5500 · 2024

Harold Grinspoon Foundation 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
139
Participants Small participant base
62nd
Percentile by assets National rank
$96,163
Avg per participant Below avg balance/head
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Official DOL plan name: Harold Grinspoon Foundation 401(k) Savings Plan · Sponsored by Harold Grinspoon Foundation · Massachusetts · Other Services

$13M in assets, 139 participants

Harold Grinspoon Foundation's Harold Grinspoon Foundation 401(k) Savings Plan reported $13M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,070 in Other Services (7,719 peers)

Coverage in Massachusetts

Harold Grinspoon Foundation 401(k) Savings Plan covers 139 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#6,070
in Other Services (7,719 peers)
+28.1%
assets growth YoY

Harold Grinspoon Foundation 401(k) Savings Plan's mid-pack asset rank among Other Services and all filers

Harold Grinspoon Foundation 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,366,592 Top 38% higher than 62% of 123,620 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 2024

Harold Grinspoon Foundation 401(k) Savings 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. Harold Grinspoon Foundation 401(k) Savings Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harold Grinspoon Foundation 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Harold Grinspoon Foundation 401(k) Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 046685725 · Harold Grinspoon Foundation PY 2024 · 401(k)

Harold Grinspoon Foundation 401(k) Savings Plan · $13M · 139 · 62nd

  • ASSETS $13M
  • ASSETS 139
  • ASSETS 62nd
  • ASSETS 401(k)
  • ASSETS near Daniels & Erickson 401(k) Plan
  • ASSETS ind #6070

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 Other Services retirement plans → · Plans in Massachusetts →

Harold Grinspoon Foundation 401(k) Savings Plan in the asset neighbourhood

Harold Grinspoon Foundation 401(k) Savings PlanHarold Grinspoon Foundation …$13MDaniels & Erickson 401(k) PlanDaniels & Erickson 401(k) Pl…$13MTop Flite Financial Inc. 401(k) Profit Sharing Plan & TrustTop Flite Financial Inc. 401…$13MWest Coast Code Consultants Inc. 401(k) PlanWest Coast Code Consultants …$13MTrevdan, Inc 401(k) Plan$13M
End-of-year total assets ($M) among Harold Grinspoon Foundation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN046685725
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harold Grinspoon Foundation)

Sponsor-wide plan assets over time

All Harold Grinspoon Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 71.99808373333835% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.77M $13.4M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 128 $8M
2023 1 139 $10M
2024 1 139 $13M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Harold Grinspoon Foundation 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harold Grinspoon Foundation 401(k) Savings Plan, Total assets ($B): 0.013366592 · Participants: 139Harold Grinspoon Foundation 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Harold Grinspoon Foundation 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harold Grinspoon Foundation 401(k) Savings Plan side-by-side with 3 peers →

Harold Grinspoon Foundation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Daniels & Erickson 401(k) Plan in TX ($13M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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.

Frequently Asked Questions

How did Harold Grinspoon Foundation 401(k) Savings Plan assets move in 2024? ▼
Harold Grinspoon Foundation 401(k) Savings Plan grew sharply - up 28.1% during 2024, from $10M to $13M. Reported net income was $3M.
How have Harold Grinspoon Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harold Grinspoon Foundation's sponsor-wide assets grew 72.0%, from $8M to $13M.
Which 401(k) plans are similar in size to Harold Grinspoon Foundation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daniels & Erickson 401(k) Plan in TX ($13M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Harold Grinspoon Foundation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 046685725.

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.