Other · DOL Form 5500 · 2024
South Middlesex Opportunity Council Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 467
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $46,961
- Avg per participant Low balance/head
Official DOL plan name: Smoc 403(b) Savings Plan · Sponsored by South Middlesex Opportunity Council · Massachusetts · Healthcare & Social Assistance
$22M in assets, 467 participants
South Middlesex Opportunity Council's Smoc 403(b) Savings Plan reported $22M in total assets and 467 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,905 in Healthcare & Social Assistance (16,916 peers)
South Middlesex Opportunity Council multi-year trail
South Middlesex Opportunity Council's plans moved +27.4% in assets from 2022 to 2024; this filing shows Smoc 403(b) Savings Plan at $22M / 467 participants.
- #12,905
- in Healthcare & Social Assistance (16,916 peers)
- +11.9%
- assets growth YoY
Smoc 403(b) Savings Plan's outsized position by total assets
Smoc 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,930,762 Top 28% higher than 72% 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
Smoc 403(b) Savings 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. Smoc 403(b) Savings Plan sits mid-pack in the medium band (467 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smoc 403(b) Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Smoc 403(b) Savings Plan reported participants fell from 486 in the plan year 2023 filing to 467 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042389659 · South Middlesex Opportunity Council PY 2024 · Other
Smoc 403(b) Savings Plan · $22M · 467 · 72nd
- EOY $22M
- 5500 467
- ASSETS 72nd
- PCT Other
- EIN near Icahn Charter School Retirement Savings Plan
- RANK ind #12905
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 →
Smoc 403(b) Savings Plan in the asset neighbourhood
South Middlesex Opportunity Council multi-year asset trail
Sponsor-wide plan assets over time
All South Middlesex Opportunity Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 27.38523616332485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 613 | $17M |
| 2023 | 1 | 486 | $20M |
| 2024 | 1 | 467 | $22M |
South Middlesex Opportunity Council filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 042389659 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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
Smoc 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Icahn Charter School Retirement Savings Plan in NY ($22M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (467 participants); asset peers above are excluded.
- Chicago Horticultural Society 403(b) Retirement Plan (IL) 467 · 0 off
- The Bronx Defenders 403(b) Plan (NY) 467 · 0 off
- Upper Iowa University 403(b) Retirement Plan (IA) 468 · 1 off
- Alliance for Nonprofit Resources 403(b) Plan (PA) 468 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.