Other · DOL Form 5500 · 2024

Masschallenge, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
43
Participants Small participant base
35th
Percentile by assets National rank
$73,384
Avg per participant Below avg balance/head
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Official DOL plan name: Masschallenge 403(b) Plan · Sponsored by Masschallenge, Inc. · Massachusetts · Other Services

$3M in assets, 43 participants

Masschallenge, Inc.'s Masschallenge 403(b) Plan reported $3M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,518 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Masschallenge 403(b) Plan ranks #4,518 of 7,719 2024 filers by assets (636% of the sector average)-$3M for 43 participants.

#4,518
in Other Services (7,719 peers)
+2.8%
assets growth YoY

Masschallenge 403(b) Plan's mid-pack asset rank among Other Services and all filers

Masschallenge 403(b) Plan vs every filed plan by assets

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

$3,155,527 35th percentile higher than 35% 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

Masschallenge 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Masschallenge 403(b) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Masschallenge 403(b) Plan reported net income fell from $718K in the plan year 2023 filing to $87K in the plan year 2024 filing.
  • Masschallenge 403(b) Plan reported participants fell from 49 in the plan year 2023 filing to 43 in the plan year 2024 filing.
  • Masschallenge 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270382989 · Masschallenge, Inc. PY 2024 · Other

Masschallenge 403(b) Plan · $3M · 43 · 35th

  • ASSETS $3M
  • PCT 43
  • EIN 35th
  • RANK Other
  • PHOTO near Trust Under Grier School Plan
  • IND ind #4518

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 →

Masschallenge 403(b) Plan in the asset neighbourhood

Masschallenge 403(b) Plan$3MTrust Under Grier School Plan$3MReadyone Industries Retirement PlanReadyone Industries Retireme…$3MClausman & Associates Profit Sharing PlanClausman & Associates Profit…$3MGoodwill Columbus 403(b) Retirement PlanGoodwill Columbus 403(b) Ret…$3M
End-of-year total assets ($M) among Masschallenge 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$87K
Employer EIN270382989
Plan Effective Date2013-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Masschallenge, Inc.)

Sponsor-wide plan assets over time

All Masschallenge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.8191529051579223% vs 2023
2024 filing year
$3.05M$3.1M$3.15M$3.2M 20232024 $3.07M $3.16M ▲ +2.9%
Year Plans Participants Total Assets
2023 1 49 $3M
2024 1 43 $3M

Nearby Other Plans in Massachusetts

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

Masschallenge 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Masschallenge 403(b) Plan, Total assets ($B): 0.003155527 · Participants: 43Masschallenge 403(b) 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
Masschallenge 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Masschallenge 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Trust Under Grier School Plan in PA ($3M); by covered participants it is The Calverton School 403(b) Retirement Plan in MD (43 participants). Same-state nearby plans are listed separately above.

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 Masschallenge 403(b) Plan assets move in 2024?
Masschallenge 403(b) Plan edged up modestly - up 2.8% during 2024, from $3M to $3M. Reported net income was $87K.
How have Masschallenge, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Masschallenge, Inc.'s sponsor-wide assets grew 2.8%, from $3M to $3M.
Which Other plans are similar in size to Masschallenge 403(b) Plan?
Among Other plans in other states, the closest by assets is Trust Under Grier School Plan in PA ($3M, N/A participants).
Which Other plans cover a similar participant headcount to Masschallenge 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The Calverton School 403(b) Retirement Plan in MD (43 participants, $8M in assets).