401(k) · DOL Form 5500 · 2024

Amelia Peabody Foundation 401(k) Plan

Data updated 2026-08-25

$278K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$92,580
Avg per participant Below avg balance/head
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Official DOL plan name: Amelia Peabody Foundation Retirement Plan · Sponsored by Amelia Peabody Foundation · Massachusetts · Other Services

$278K in assets, 3 participants

Amelia Peabody Foundation's Amelia Peabody Foundation Retirement Plan reported $278K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,114 in Other Services (7,719 peers)

Amelia Peabody Foundation multi-year trail

Amelia Peabody Foundation's plans moved -66.0% in assets from 2022 to 2024; this filing shows Amelia Peabody Foundation Retirement Plan at $278K / 3 participants.

#2,114
in Other Services (7,719 peers)
+168.0%
assets growth YoY

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

Amelia Peabody Foundation Retirement Plan vs every filed plan by assets

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

$277,740 13th percentile higher than 13% 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 Retirement 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 Retirement 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 Retirement Plan reported net income rose from $37K in the plan year 2023 filing to $174K in the plan year 2024 filing.
  • Amelia Peabody Foundation Retirement Plan end-of-year assets rose from $104K in the plan year 2023 filing to $278K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 046036558 · Amelia Peabody Foundation PY 2024 · 401(k)

Amelia Peabody Foundation Retirement Plan · $278K · 3 · 13th

  • VS-ST $278K
  • VS-ST 3
  • VS-ST 13th
  • VS-ST 401(k)
  • VS-ST near Mavano Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #2114

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 Retirement Plan in the asset neighbourhood

Amelia Peabody Foundation Retirement PlanAmelia Peabody Foundation Re…$278KMavano Corporation 401(k) Profit Sharing PlanMavano Corporation 401(k) Pr…$278KMain Street Connections, LLC Safe Harbor 401(k) PlanMain Street Connections, LLC…$278KLaunderful Austin Corp. 401(k) Profit Sharing PlanLaunderful Austin Corp. 401(…$278KHuffstutler Insurance Group Inc. 401(k) PlanHuffstutler Insurance Group …$278K
End-of-year total assets ($M) among Amelia Peabody Foundation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Amelia Peabody Foundation multi-year asset trail

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

Amelia Peabody Foundation filing trail (2024)

Total Assets (Beginning of Year)$104K
Net Assets (End of Year)$278K
Net Income$174K
Employer EIN046036558
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Amelia Peabody Foundation Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Amelia Peabody Foundation Retirement Plan, Total assets ($B): 0.00027774 · Participants: 3Amelia Peabody Foundation Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Amelia Peabody Foundation Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Amelia Peabody Foundation Retirement Plan side-by-side with 3 peers →

Amelia Peabody Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mavano Corporation 401(k) Profit Sharing Plan in VA ($278K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (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 Retirement Plan assets move in 2024? ▼
Amelia Peabody Foundation Retirement Plan surged - up 168.0% during 2024, from $104K to $278K. Reported net income was $174K.
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.
Where does Amelia Peabody Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Amelia Peabody Foundation Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Amelia Peabody Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mavano Corporation 401(k) Profit Sharing Plan in VA ($278K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Amelia Peabody Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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.