Other · DOL Form 5500 · 2024
Old Sturbridge Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $57,802
- Avg per participant Low balance/head
Official DOL plan name: Old Sturbridge Village 403b DC Plan · Sponsored by Old Sturbridge Inc. · Massachusetts · Arts, Entertainment & Recreation
$15M in assets, 265 participants
Old Sturbridge Inc.'s Old Sturbridge Village 403b DC Plan reported $15M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #2,302 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Massachusetts
Old Sturbridge Village 403b DC Plan covers 265 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.
- #2,302
- in Arts, Entertainment & Recreation (2,921 peers)
- +6.9%
- assets growth YoY
Old Sturbridge Village 403b DC Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Old Sturbridge Village 403b DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,317,406 Top 35% higher than 65% 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
Old Sturbridge Village 403b DC 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. Old Sturbridge Village 403b DC Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Old Sturbridge Village 403b DC Plan reported participants rose from 241 in the plan year 2023 filing to 265 in the plan year 2024 filing.
- Old Sturbridge Village 403b DC Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042104809 · Old Sturbridge Inc. PY 2024 · Other
Old Sturbridge Village 403b DC Plan · $15M · 265 · 65th
- PART $15M
- TYPE 265
- NET 65th
- BOOK Other
- VS-ST near Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation
- BOY ind #2302
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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →
Old Sturbridge Village 403b DC Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $982K |
| Employer EIN | 042104809 |
| Plan Effective Date | 1959-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Old Sturbridge Inc.)
Sponsor-wide plan assets over time
All Old Sturbridge Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 15.058615466226305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $13M |
| 2023 | 1 | 241 | $14M |
| 2024 | 1 | 265 | $15M |
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
Old Sturbridge Village 403b DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation in NY ($15M); by covered participants it is United Nations Foundation, Inc. 403(b) DC Plan in DC (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation (NY) $15M · 135
- 403(b) Thriftplan of Northside Center for Child Development, Inc. (NY) $15M · 326
- 401(k) Profit-Sharing Plan for Employees of Waverly Senior Services (PA) $15M · 411
- Employees' Pension Plan of Glasstech, Inc. (OH) $15M · 54
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- United Nations Foundation, Inc. 403(b) DC Plan (DC) 265 · 0 off
- Brodstone Memorial Hospital Tax Deferred Annuity Plan (NE) 265 · 0 off
- Family Guidance Center of Alabama 403b Plan (AL) 265 · 0 off
- Lifecare Alliance 403(b) Retirement Plan (OH) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.