Other · DOL Form 5500 · 2024

Ada Forsyth Institute, Inc. Retirement Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
132
Participants Small participant base
89th
Percentile by assets National rank
$597,406
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ada Forsyth Institute, Inc. Defined Contribution Plan · Sponsored by Ada Forsyth Institute, Inc. · Massachusetts · Professional & Technical Services

$79M in assets, 132 participants

Ada Forsyth Institute, Inc.'s Ada Forsyth Institute, Inc. Defined Contribution Plan reported $79M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,103 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Ada Forsyth Institute, Inc. Defined Contribution Plan covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $79M.

#18,103
in Professional & Technical Services (20,173 peers)
+5.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ada Forsyth Institute, Inc. Defined Contribution Plan's outsized position by total assets

Ada Forsyth Institute, Inc. Defined Contribution Plan vs every filed plan by assets

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

$78,857,544 Top 11% higher than 89% 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

Ada Forsyth Institute, Inc. Defined Contribution 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. Ada Forsyth Institute, Inc. Defined Contribution Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ada Forsyth Institute, Inc. Defined Contribution Plan reported net income rose from -$745K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ada Forsyth Institute, Inc. Defined Contribution Plan reported participants fell from 141 in the plan year 2023 filing to 132 in the plan year 2024 filing.
  • Ada Forsyth Institute, Inc. Defined Contribution Plan end-of-year assets rose from $75M in the plan year 2023 filing to $79M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042104230 · Ada Forsyth Institute, Inc. PY 2024 · Other

Ada Forsyth Institute, Inc. Defined Contribution Plan · $79M · 132 · 89th

  • TYPE $79M
  • TYPE 132
  • TYPE 89th
  • TYPE Other
  • TYPE near Wayne Memorial Defined Contribution 403(b) Plan
  • TYPE ind #18103

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Ada Forsyth Institute, Inc. Defined Contribution Plan in the asset neighbourhood

The Eaton Puerto Rico Retirement Savings PlanThe Eaton Puerto Rico Retire…$79MAda Forsyth Institute, Inc. Defined Contribution PlanAda Forsyth Institute, Inc. …$79MWayne Memorial Defined Contribution 403(b) PlanWayne Memorial Defined Contr…$79MChildren's Health System, Inc. Defined Contribution PlanChildren's Health System, In…$79MColumbus Community Hospital, Inc. Tax Sheltered Annuity PlanColumbus Community Hospital,…$79M
End-of-year total assets ($M) among Ada Forsyth Institute, Inc. Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$79M
Net Income$4M
Employer EIN042104230
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ada Forsyth Institute, Inc.)

Sponsor-wide plan assets over time

All Ada Forsyth Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 4.332551405789965% vs 2022
2024 filing year
$74M$76M$78M$80M 202220232024 $75.6M $78.9M ▲ +4.3%
Year Plans Participants Total Assets
2022 1 122 $76M
2023 1 141 $75M
2024 1 132 $79M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Ada Forsyth Institute, Inc. Defined Contribution Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Ada Forsyth Institute, Inc. Defined Contribution Plan, Total assets ($B): 0.078857544 · Participants: 132Ada Forsyth Institute, Inc. Defined Contribution PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Ada Forsyth Institute, Inc. Defined Contribution Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Ada Forsyth Institute, Inc. Defined Contribution Plan side-by-side with 3 peers →

Ada Forsyth Institute, Inc. Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Wayne Memorial Defined Contribution 403(b) Plan in PA ($79M); by covered participants it is Kootenai Clinic 403(b) Plan in ID (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Ada Forsyth Institute, Inc. Defined Contribution Plan assets move in 2024? ▼
Ada Forsyth Institute, Inc. Defined Contribution Plan grew at a solid clip - up 5.4% during 2024, from $75M to $79M. Reported net income was $4M.
How have Ada Forsyth Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ada Forsyth Institute, Inc.'s sponsor-wide assets grew 4.3%, from $76M to $79M.
Where does Ada Forsyth Institute, Inc. Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Ada Forsyth Institute, Inc. Defined Contribution Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ada Forsyth Institute, Inc. Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Wayne Memorial Defined Contribution 403(b) Plan in PA ($79M, 1,181 participants).
Which Other plans cover a similar participant headcount to Ada Forsyth Institute, Inc. Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Kootenai Clinic 403(b) Plan in ID (132 participants, $13M 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 042104230.

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.