401(k) · DOL Form 5500 · 2024
Charles River Medical Associates PC 401(k) Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 449
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $283,081
- Avg per participant High balance/head
Official DOL plan name: Charles River Medical Associates, P.C. 401(k) Retirement Plan · Sponsored by Charles River Medical Associates PC · Massachusetts · Healthcare & Social Assistance
$127M in assets, 449 participants
Charles River Medical Associates PC's Charles River Medical Associates, P.C. 401(k) Retirement Plan reported $127M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,745 in Healthcare & Social Assistance (16,916 peers)
Where Charles River Medical Associates, P.C. 401(k) Retirement Plan sits by assets
Charles River Medical Associates, P.C. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 449 participants (~$283,081/participant), up 16.7% in 2024.
- #15,745
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Charles River Medical Associates, P.C. 401(k) Retirement Plan's outsized position by total assets
Charles River Medical Associates, P.C. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,103,451 Top 8% higher than 92% 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
Charles River Medical Associates, P.C. 401(k) Retirement 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. Charles River Medical Associates, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (449 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles River Medical Associates, P.C. 401(k) Retirement Plan reported participants rose from 351 in the plan year 2023 filing to 449 in the plan year 2024 filing.
- Charles River Medical Associates, P.C. 401(k) Retirement Plan reported net income fell from $23M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Charles River Medical Associates, P.C. 401(k) Retirement Plan end-of-year assets rose from $109M in the plan year 2023 filing to $127M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 043260427 · Charles River Medical Associates PC PY 2024 · 401(k)
Charles River Medical Associates, P.C. 401(k) Retirement Plan · $127M · 449 · 92nd
- PHOTO $127M
- IND 449
- EOY 92nd
- 5500 401(k)
- ASSETS near Bergey's Incorporated 401(k) Profit Sharing Plan
- PCT ind #15745
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 →
Charles River Medical Associates, P.C. 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $18M |
| Employer EIN | 043260427 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles River Medical Associates PC)
Sponsor-wide plan assets over time
All Charles River Medical Associates PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 47.31346990493602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $86M |
| 2023 | 1 | 351 | $109M |
| 2024 | 1 | 449 | $127M |
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
Charles River Medical Associates, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Bergey's Incorporated 401(k) Profit Sharing Plan in PA ($127M); by covered participants it is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Bergey's Incorporated 401(k) Profit Sharing Plan (PA) $127M · 1,567
- National Association of Home Builders Retirement Plan (DC) $127M · 252
- Vgm Group Inc 401(k) Profit Sharing Plan (IA) $127M · 1,491
- Save More Retirement Plan and Trust (MT) $127M · 815
Similar participant headcount
Nearest other-state filings by covered participants (449 participants); asset peers above are excluded.
- Mobile Management, LLC 401(k) Plan & Trust (NY) 449 · 0 off
- Valley View Bancshares, Inc. 401(k) Plan (KS) 449 · 0 off
- Super Care, Inc. 401(k) Profit Sharing Plan & Trust (CA) 449 · 0 off
- Sandestin Investments, LLC 401 (K) Plan (FL) 449 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.