Money Purchase · DOL Form 5500 · 2024

Self Help Inc Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
240
Participants Below avg headcount
47th
Percentile by assets National rank
$27,283
Avg per participant Low balance/head
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Official DOL plan name: Self-Help, Inc. Pension Plan · Sponsored by Self Help Inc · Massachusetts · Healthcare & Social Assistance

$7M in assets, 240 participants

Self Help Inc's Self-Help, Inc. Pension Plan reported $7M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,681 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Self-Help, Inc. Pension Plan covers 240 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#8,681
in Healthcare & Social Assistance (16,916 peers)
+3.3%
assets growth YoY

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

Self-Help, Inc. Pension Plan vs every filed plan by assets

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

$6,547,939 47th percentile higher than 47% 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. Pension 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. Pension Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Self-Help, Inc. Pension Plan reported net income fell from $675K in the plan year 2023 filing to $208K in the plan year 2024 filing.
  • Self-Help, Inc. Pension Plan reported participants rose from 183 in the plan year 2023 filing to 240 in the plan year 2024 filing.
  • Self-Help, Inc. Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042376180 · Self Help Inc PY 2024 · Money Purchase

Self-Help, Inc. Pension Plan · $7M · 240 · 47th

  • PCT $7M
  • PCT 240
  • PCT 47th
  • PCT Money Purchase
  • PCT near Waldorf School of Garden City Defined Contribution Plan
  • PCT ind #8681

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. Pension Plan in the asset neighbourhood

The West Oakland Health Council Retirement Savings PlanThe West Oakland Health Coun…$7MCraig Enterprises. Inc. Amended Restated Pension Plan and TrustCraig Enterprises. Inc. Amen…$7MSelf-Help, Inc. Pension Plan$7MWaldorf School of Garden City Defined Contribution PlanWaldorf School of Garden Cit…$7MNewton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$6M
End-of-year total assets ($M) among Self-Help, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$208K
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 Money Purchase Plans in Massachusetts

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

Self-Help, Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Self-Help, Inc. Pension Plan, Total assets ($B): 0.006547939 · Participants: 240Self-Help, Inc. Pension PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Self-Help, Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Self-Help, Inc. Pension Plan side-by-side with 3 peers →

Self-Help, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Waldorf School of Garden City Defined Contribution Plan in NY ($7M); by covered participants it is Local 210 - Affiliated Annuity Fund in NY (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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. Pension Plan assets move in 2024? ▼
Self-Help, Inc. Pension Plan edged up modestly - up 3.3% during 2024, from $6M to $7M. Reported net income was $208K.
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 Money Purchase plans are similar in size to Self-Help, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Waldorf School of Garden City Defined Contribution Plan in NY ($7M, 76 participants).
Which Money Purchase plans cover a similar participant headcount to Self-Help, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 210 - Affiliated Annuity Fund in NY (240 participants, $4M 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.