Other · DOL Form 5500 · 2024

Self Help, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
236
Participants Below avg headcount
48th
Percentile by assets National rank
$29,387
Avg per participant Low balance/head
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Official DOL plan name: Self-Help, Inc. Tax Sheltered Annuity Plan · Sponsored by Self Help, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 236 participants

Self Help, Inc.'s Self-Help, Inc. Tax Sheltered Annuity Plan reported $7M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,917 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Self-Help, Inc. Tax Sheltered Annuity Plan covers 236 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#8,917
in Healthcare & Social Assistance (16,916 peers)
+3.4%
assets growth YoY

Self-Help, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Self-Help, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$6,935,427 48th percentile higher than 48% 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

Self-Help, Inc. Tax Sheltered Annuity 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. Self-Help, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Self-Help, Inc. Tax Sheltered Annuity Plan reported participants rose from 190 in the plan year 2023 filing to 236 in the plan year 2024 filing.
  • Self-Help, Inc. Tax Sheltered Annuity Plan reported net income rose from $202K in the plan year 2023 filing to $230K in the plan year 2024 filing.
  • Self-Help, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042376180 · Self Help, Inc. PY 2024 · Other

Self-Help, Inc. Tax Sheltered Annuity Plan · $7M · 236 · 48th

  • EIN $7M
  • EIN 236
  • EIN 48th
  • EIN Other
  • EIN near Asian Americans for Equality, Inc. 403(b) Plan
  • EIN ind #8917

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 →

Self-Help, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Self-Help, Inc. Tax Sheltered Annuity PlanSelf-Help, Inc. Tax Sheltere…$7MAsian Americans for Equality, Inc. 403(b) PlanAsian Americans for Equality…$7MClaflin University 403(b) Tda PlanClaflin University 403(b) Td…$7MAlliance for Community Empowerment, Inc. Tax Sheltered Annuity PlanAlliance for Community Empow…$7MAcds 403(b) Plan$7M
End-of-year total assets ($M) among Self-Help, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$230K
Employer EIN042376180
Plan Effective Date1968-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self Help, Inc.)

Sponsor-wide plan assets over time

All Self Help, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 10.803713956180182% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.2M $13.5M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 354 $12M
2023 2 373 $13M
2024 2 476 $13M

Nearby Other Plans in Massachusetts

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

Self-Help, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Self-Help, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.006935427 · Participants: 236Self-Help, Inc. Tax Sheltered Annuity 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
Self-Help, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Self-Help, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Self-Help, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Asian Americans for Equality, Inc. 403(b) Plan in NY ($7M); by covered participants it is The Leffell School Retirement Plan in NY (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 Self-Help, Inc. Tax Sheltered Annuity Plan assets move in 2024? ▼
Self-Help, Inc. Tax Sheltered Annuity Plan edged up modestly - up 3.4% during 2024, from $7M to $7M. Reported net income was $230K.
How have Self Help, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Help, Inc.'s sponsor-wide assets grew 10.8%, from $12M to $13M.
Which Other plans are similar in size to Self-Help, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Asian Americans for Equality, Inc. 403(b) Plan in NY ($7M, 139 participants).
Which Other plans cover a similar participant headcount to Self-Help, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Leffell School Retirement Plan in NY (236 participants, $43M 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 042376180.

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.