NEIGHBORHEALTH 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
NEIGHBORHEALTH
This Profit Sharing plan holds $31M in total assets and serves 173 participants as of 2024. It is sponsored by NEIGHBORHEALTH in Massachusetts. The plan reported positive net income of $2M for the year.
What the Filing Says About NEIGHBORHEALTH 403(B) PLAN
NEIGHBORHEALTH 403(B) PLAN is a Profit Sharing retirement plan sponsored by NEIGHBORHEALTH, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 173 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237425849, and the plan has been effective since 1989-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $30M at the beginning of 2024 to $31M at year-end — a gain of 5.5%. Net assets (after liabilities) closed the year at $31M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $30M |
| Total Assets (End of Year) | $31M |
| Net Assets (End of Year) | $31M |
| Net Income | $2M |
| Plan Type | Profit Sharing |
| Employer EIN | 237425849 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NEIGHBORHEALTH)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,321 | $89M |
| 2023 | 2 | 1,411 | $100M |
| 2024 | 2 | 1,508 | $112M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- STATE STREET SALARY SAVINGS PROGRAM $5.7B · 12,168
- THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN $4.7B · 11,980
- HARVARD UNIVERSITY TAX DEFERRED ANNUITY PLAN $3.8B · 21,064
- BOSTON UNIVERSITY RETIREMENT PLAN $2.8B · 8,130
- BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN $2.4B · 13,981
Related Data
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Frequently Asked Questions
How much money is in the NEIGHBORHEALTH 403(B) PLAN? ▼
What type of plan is NEIGHBORHEALTH 403(B) PLAN? ▼
Who sponsors the NEIGHBORHEALTH 403(B) PLAN? ▼
How did NEIGHBORHEALTH 403(B) PLAN perform in 2024? ▼
Where can I find official filings for NEIGHBORHEALTH 403(B) PLAN? ▼
How does NEIGHBORHEALTH 403(B) PLAN compare to other plans? ▼
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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 237425849.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.