401(k) · DOL Form 5500 · 2024

First Help Financial, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
304
Participants Below avg headcount
60th
Percentile by assets National rank
$40,870
Avg per participant Low balance/head
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Official DOL plan name: First Help Financial and Treacy & Company Retirement Plan · Sponsored by First Help Financial, LLC · Massachusetts · Professional & Technical Services

$12M in assets, 304 participants

First Help Financial, LLC's First Help Financial and Treacy & Company Retirement Plan reported $12M in total assets and 304 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,911 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

First Help Financial and Treacy & Company Retirement Plan covers 304 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#11,911
in Professional & Technical Services (20,173 peers)
+29.1%
assets growth YoY

First Help Financial and Treacy & Company Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

First Help Financial and Treacy & Company Retirement Plan vs every filed plan by assets

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

$12,424,356 Top 40% higher than 60% 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

First Help Financial and Treacy & Company Retirement 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. First Help Financial and Treacy & Company Retirement Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Help Financial and Treacy & Company Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • First Help Financial and Treacy & Company Retirement Plan reported participants rose from 212 in the plan year 2023 filing to 304 in the plan year 2024 filing.
  • First Help Financial and Treacy & Company Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383739185 · First Help Financial, LLC PY 2024 · 401(k)

First Help Financial and Treacy & Company Retirement Plan · $12M · 304 · 60th

  • 5500 $12M
  • 5500 304
  • 5500 60th
  • 5500 401(k)
  • 5500 near Signal Centers 401(k) Plan
  • 5500 ind #11911

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 →

First Help Financial and Treacy & Company Retirement Plan in the asset neighbourhood

Pennon Organization 401(k) Retirement PlanPennon Organization 401(k) R…$12MFirst Help Financial and Treacy & Company Retirement PlanFirst Help Financial and Tre…$12MSignal Centers 401(k) Plan$12MMerical, Inc. Employee's Savings PlanMerical, Inc. Employee's Sav…$12MFisk Alloy, Inc. 401(k) Savings PlanFisk Alloy, Inc. 401(k) Savi…$12M
End-of-year total assets ($M) among First Help Financial and Treacy & Company Retirement 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)$12M
Net Income$3M
Employer EIN383739185
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Help Financial, LLC)

Sponsor-wide plan assets over time

All First Help Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.56792372481845% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.99M $12.4M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 184 $8M
2023 1 212 $10M
2024 1 304 $12M

Nearby 401(k) Plans in Massachusetts

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

First Help Financial and Treacy & Company Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants First Help Financial and Treacy & Company Retirement Plan, Total assets ($B): 0.012424356 · Participants: 304First Help Financial and Treacy & Company 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
First Help Financial and Treacy & Company Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare First Help Financial and Treacy & Company Retirement Plan side-by-side with 3 peers →

First Help Financial and Treacy & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Signal Centers 401(k) Plan in TN ($12M); by covered participants it is Max Credit Union Capital Accumulation Plan in AL (304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (304 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 First Help Financial and Treacy & Company Retirement Plan assets move in 2024? ▼
First Help Financial and Treacy & Company Retirement Plan grew sharply - up 29.1% during 2024, from $10M to $12M. Reported net income was $3M.
How have First Help Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Help Financial, LLC's sponsor-wide assets grew 55.6%, from $8M to $12M.
Which 401(k) plans are similar in size to First Help Financial and Treacy & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signal Centers 401(k) Plan in TN ($12M, 337 participants).
Which 401(k) plans cover a similar participant headcount to First Help Financial and Treacy & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Max Credit Union Capital Accumulation Plan in AL (304 participants, $57M 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 383739185.

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.