Defined Benefit (Pension) · DOL Form 5500 · 2024

Amelia Peabody Foundation Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$746,465
Avg per participant High balance/head
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Official DOL plan name: Amelia Peabody Foundation Pension Plan · Sponsored by Amelia Peabody Foundation · Massachusetts · Other Services

$2M in assets, 3 participants

Amelia Peabody Foundation's Amelia Peabody Foundation Pension Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,236 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Amelia Peabody Foundation Pension Plan ranks #4,236 of 7,719 2024 filers by assets (896% of the sector average)-$2M for 3 participants.

#4,236
in Other Services (7,719 peers)
-38.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amelia Peabody Foundation Pension Plan among the smaller filed plans by assets

Amelia Peabody Foundation Pension Plan vs every filed plan by assets

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

$2,239,396 31st percentile higher than 31% 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

Amelia Peabody Foundation Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amelia Peabody Foundation Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amelia Peabody Foundation Pension Plan reported net income rose from -$4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Amelia Peabody Foundation Pension Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 046036558 · Amelia Peabody Foundation PY 2024 · Defined Benefit (Pension)

Amelia Peabody Foundation Pension Plan · $2M · 3 · 31st

  • SCH $2M
  • SCH 3
  • SCH 31st
  • SCH Defined Benefit (Pension)
  • SCH near Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan
  • SCH ind #4236

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 Other Services retirement plans → · Plans in Massachusetts →

Amelia Peabody Foundation Pension Plan in the asset neighbourhood

Amelia Peabody Foundation Pension PlanAmelia Peabody Foundation Pe…$2MMichael W. Moats, M.D., Inc. Defined Benefit Pension PlanMichael W. Moats, M.D., Inc.…$2MImperial Sugar Company Retirement PlanImperial Sugar Company Retir…$2MS.P. Godlin Apiaries, Inc. Cash Balance PlanS.P. Godlin Apiaries, Inc. C…$2MOlarte-Foussard & Co., Inc. Pension PlanOlarte-Foussard & Co., Inc. …$2M
End-of-year total assets ($M) among Amelia Peabody Foundation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN046036558
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amelia Peabody Foundation)

Sponsor-wide plan assets over time

All Amelia Peabody Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 66.01585436075928% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $7.41M $2.52M ▼ -66.0%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 2 6 $4M
2024 2 6 $3M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amelia Peabody Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Amelia Peabody Foundation Pension Plan, Total assets ($B): 0.002239396 · Participants: 3Amelia Peabody Foundation Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Amelia Peabody Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Amelia Peabody Foundation Pension Plan side-by-side with 3 peers →

Amelia Peabody Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Amelia Peabody Foundation Pension Plan assets move in 2024? ▼
Amelia Peabody Foundation Pension Plan contracted severely - down 38.9% during 2024, from $4M to $2M. Reported net income was -$1M.
How have Amelia Peabody Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amelia Peabody Foundation's sponsor-wide assets declined 66.0%, from $7M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Amelia Peabody Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan in CA ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amelia Peabody Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 046036558.

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.