Other · DOL Form 5500 · 2024
Agespan, Inc. Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 514
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $65,234
- Avg per participant Low balance/head
Official DOL plan name: Agespan, Inc. Tax Sheltered Annuity · Sponsored by Agespan, Inc. · Massachusetts · Healthcare & Social Assistance
$34M in assets, 514 participants
Agespan, Inc.'s Agespan, Inc. Tax Sheltered Annuity reported $34M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,882 in Healthcare & Social Assistance (16,916 peers)
Where Agespan, Inc. Tax Sheltered Annuity sits by assets
Agespan, Inc. Tax Sheltered Annuity sits in the top quartile of all filed plans by assets, $34M for 514 participants (~$65,234/participant), up 11.8% in 2024.
- #13,882
- in Healthcare & Social Assistance (16,916 peers)
- +11.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Agespan, Inc. Tax Sheltered Annuity's outsized position by total assets
Agespan, Inc. Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,530,473 Top 21% higher than 79% 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
Agespan, Inc. Tax Sheltered Annuity 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. Agespan, Inc. Tax Sheltered Annuity sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Agespan, Inc. Tax Sheltered Annuity reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Agespan, Inc. Tax Sheltered Annuity end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Agespan, Inc. Tax Sheltered Annuity reported participants rose from 508 in the plan year 2023 filing to 514 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042545136 · Agespan, Inc. PY 2024 · Other
Agespan, Inc. Tax Sheltered Annuity · $34M · 514 · 79th
- EBSA $34M
- EBSA 514
- EBSA 79th
- EBSA Other
- EBSA near Bayada Home Health Care 403(b) Plan
- EBSA ind #13882
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 →
Agespan, Inc. Tax Sheltered Annuity in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 042545136 |
| Plan Effective Date | 1996-01-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agespan, Inc.)
Sponsor-wide plan assets over time
All Agespan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 30.347680135581445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $26M |
| 2023 | 1 | 508 | $30M |
| 2024 | 1 | 514 | $34M |
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
Agespan, Inc. Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Bayada Home Health Care 403(b) Plan in NJ ($34M); by covered participants it is Hartwick College 403(b) Retirement Plan in NY (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Hartwick College 403(b) Retirement Plan (NY) 514 · 0 off
- The Metropolitan Museum of Art 403(b) Plan for Local 1503 of District Council 37, Afscme, AFL-CIO and Local 306-I.a.T.S.E. (NY) 514 · 0 off
- Iolani School Defined Contribution Retirement Plan (HI) 514 · 0 off
- Fgs, Inc. D/B/a Good Shepherd Communities 403(b) Plan (NY) 514 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.