401(k) · DOL Form 5500 · 2024

Wachusett Ventures 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
248
Participants Below avg headcount
32nd
Percentile by assets National rank
$10,167
Avg per participant Low balance/head
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Official DOL plan name: Wachusett Healthcare 401(k) Plan · Sponsored by Wachusett Ventures · Massachusetts · Healthcare & Social Assistance

$3M in assets, 248 participants

Wachusett Ventures's Wachusett Healthcare 401(k) Plan reported $3M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,279 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Wachusett Healthcare 401(k) Plan covers 248 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#5,279
in Healthcare & Social Assistance (16,916 peers)
+25.5%
assets growth YoY

Wachusett Healthcare 401(k) Plan among the smaller filed plans by assets

Wachusett Healthcare 401(k) Plan vs every filed plan by assets

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

$2,521,455 32nd percentile higher than 32% 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

Wachusett Healthcare 401(k) 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. Wachusett Healthcare 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wachusett Healthcare 401(k) Plan reported net income rose from $116K in the plan year 2023 filing to $512K in the plan year 2024 filing.
  • Wachusett Healthcare 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wachusett Healthcare 401(k) Plan reported participants rose from 215 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462458587 · Wachusett Ventures PY 2024 · 401(k)

Wachusett Healthcare 401(k) Plan · $3M · 248 · 32nd

  • PHOTO $3M
  • PHOTO 248
  • PHOTO 32nd
  • PHOTO 401(k)
  • PHOTO near Barksdale, Joe and Magee, PLLC Profit Sharing Plan
  • PHOTO ind #5279

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 →

Wachusett Healthcare 401(k) Plan in the asset neighbourhood

Wachusett Healthcare 401(k) PlanWachusett Healthcare 401(k) …$3MBarksdale, Joe and Magee, PLLC Profit Sharing PlanBarksdale, Joe and Magee, PL…$3MAccompany Health, Inc. 401(k) PlanAccompany Health, Inc. 401(k…$3MTrilla R. Cajulis, D.D.S., Inc., 401(k) Profit Sharing PlanTrilla R. Cajulis, D.D.S., I…$3MA C Williams Dds PA Vip 401(k) PlanA C Williams Dds PA Vip 401(…$3M
End-of-year total assets ($M) among Wachusett Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$512K
Employer EIN462458587
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wachusett Ventures)

Sponsor-wide plan assets over time

All Wachusett Ventures plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.149443180900064% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.89M $2.52M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 297 $2M
2023 1 215 $2M
2024 1 248 $3M

Nearby 401(k) Plans in Massachusetts

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

Wachusett Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wachusett Healthcare 401(k) Plan, Total assets ($B): 0.002521455 · Participants: 248Wachusett Healthcare 401(k) 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
Wachusett Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wachusett Healthcare 401(k) Plan side-by-side with 3 peers →

Wachusett Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Barksdale, Joe and Magee, PLLC Profit Sharing Plan in MS ($3M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Wachusett Healthcare 401(k) Plan assets move in 2024? ▼
Wachusett Healthcare 401(k) Plan grew sharply - up 25.5% during 2024, from $2M to $3M. Reported net income was $512K.
How have Wachusett Ventures plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachusett Ventures's sponsor-wide assets grew 33.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Wachusett Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barksdale, Joe and Magee, PLLC Profit Sharing Plan in MS ($3M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Wachusett Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 462458587.

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.