401(k) · DOL Form 5500 · 2024
Massachusetts Teachers Association 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $130,983
- Avg per participant Near avg balance/head
Official DOL plan name: Massachusetts Teacher Association 401(k) Savings Plan · Sponsored by Massachusetts Teachers Association · Massachusetts · Educational Services
$21M in assets, 157 participants
Massachusetts Teachers Association's Massachusetts Teacher Association 401(k) Savings Plan reported $21M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,948 in Educational Services (3,638 peers)
Coverage in Massachusetts
Massachusetts Teacher Association 401(k) Savings Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.
- #1,948
- in Educational Services (3,638 peers)
- +11.5%
- assets growth YoY
Massachusetts Teacher Association 401(k) Savings Plan's outsized position by total assets
Massachusetts Teacher Association 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,564,253 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Massachusetts Teacher Association 401(k) Savings 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. Massachusetts Teacher Association 401(k) Savings Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Massachusetts Teacher Association 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Massachusetts Teacher Association 401(k) Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Massachusetts Teacher Association 401(k) Savings Plan reported participants rose from 154 in the plan year 2023 filing to 157 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 041591200 · Massachusetts Teachers Association PY 2024 · 401(k)
Massachusetts Teacher Association 401(k) Savings Plan · $21M · 157 · 71st
- PART $21M
- PART 157
- PART 71st
- PART 401(k)
- PART near Canoo Inc. 401(k) Plan
- PART ind #1948
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 Educational Services retirement plans → · Plans in Massachusetts →
Massachusetts Teacher Association 401(k) Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 041591200 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Teachers Association)
Sponsor-wide plan assets over time
All Massachusetts Teachers Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $262M 10.124152512940407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 303 | $238M |
| 2023 | 2 | 301 | $247M |
| 2024 | 2 | 310 | $262M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Massachusetts Teacher Association 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Canoo Inc. 401(k) Plan in DE ($21M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Canoo Inc. 401(k) Plan (DE) $21M · 650
- Sletten, Inc. 401(k) Profit Sharing Plan & Trust (MT) $21M · 380
- Dry Creek Rancheria 401(k) Retirement Plan (CA) $21M · 261
- Talivity 401(k) Savings Plan (CT) $21M · 537
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Otis It Inc (DE) 157 · 0 off
- Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
- Wsim 401(k) Retirement Plan (TX) 157 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.