401(k) · DOL Form 5500 · 2024

Old Colony Elder Services, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
236
Participants Below avg headcount
58th
Percentile by assets National rank
$46,820
Avg per participant Low balance/head
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Official DOL plan name: Old Colony Elder Services, Inc 401(k) Plan · Sponsored by Old Colony Elder Services, Inc · Massachusetts · Healthcare & Social Assistance

$11M in assets, 236 participants

Old Colony Elder Services, Inc's Old Colony Elder Services, Inc 401(k) Plan reported $11M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,701 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Old Colony Elder Services, Inc 401(k) Plan covers 236 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#10,701
in Healthcare & Social Assistance (16,916 peers)
+12.5%
assets growth YoY

Old Colony Elder Services, Inc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Old Colony Elder Services, Inc 401(k) Plan vs every filed plan by assets

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

$11,049,588 Top 42% higher than 58% 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

Old Colony Elder Services, Inc 401(k) 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 Colony Elder Services, Inc 401(k) Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Old Colony Elder Services, Inc 401(k) Plan reported net income rose from $927K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Old Colony Elder Services, Inc 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Old Colony Elder Services, Inc 401(k) Plan reported participants rose from 228 in the plan year 2023 filing to 236 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010644916 · Old Colony Elder Services, Inc PY 2024 · 401(k)

Old Colony Elder Services, Inc 401(k) Plan · $11M · 236 · 58th

  • PART $11M
  • PART 236
  • PART 58th
  • PART 401(k)
  • PART near Commercial Bancshares Savings and Employee Stock Ownership Plan and Trust Agreement
  • PART ind #10701

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 →

Old Colony Elder Services, Inc 401(k) Plan in the asset neighbourhood

Old Colony Elder Services, Inc 401(k) PlanOld Colony Elder Services, I…$11MCommercial Bancshares Savings and Employee Stock Ownership Plan and Trust AgreementCommercial Bancshares Saving…$11MWish Farms 401(k) Plan$11MH.G. Weber Company Employees' TrustH.G. Weber Company Employees…$11MSynergy Companies 401(k) Plan$11M
End-of-year total assets ($M) among Old Colony Elder Services, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN010644916
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Old Colony Elder Services, Inc)

Sponsor-wide plan assets over time

All Old Colony Elder Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.271639816993346% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.89M $11.1M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 222 $9M
2023 1 228 $10M
2024 1 236 $11M

Nearby 401(k) Plans in Massachusetts

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

Old Colony Elder Services, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Old Colony Elder Services, Inc 401(k) Plan, Total assets ($B): 0.011049588 · Participants: 236Old Colony Elder Services, Inc 401(k) 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
Old Colony Elder Services, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Old Colony Elder Services, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Commercial Bancshares Savings and Employee Stock Ownership Plan and Trust Agreement in KY ($11M); by covered participants it is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Old Colony Elder Services, Inc 401(k) Plan assets move in 2024?
Old Colony Elder Services, Inc 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $10M to $11M. Reported net income was $1M.
How have Old Colony Elder Services, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Old Colony Elder Services, Inc's sponsor-wide assets grew 24.3%, from $9M to $11M.
Which 401(k) plans are similar in size to Old Colony Elder Services, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Commercial Bancshares Savings and Employee Stock Ownership Plan and Trust Agreement in KY ($11M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Old Colony Elder Services, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants, N/A in assets).