Self-Help, Inc. Pension Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Self Help Inc · Massachusetts · Healthcare & Social Assistance
What the 2023 filing shows
Self-Help, Inc. Pension Plan holds $7M for 240 participants — about $27,283 per participant, up 3.3% over the 2024 plan year.
- $7M
- total plan assets (2024 EOY)
- 240
- covered participants
- $27,283
- avg assets per participant
- +3.3%
- assets growth YoY
What the Filing Says About Self-Help, Inc. Pension Plan
Self-Help, Inc. Pension Plan is a Money Purchase retirement plan sponsored by Self Help Inc, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 240 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042376180, and the plan has been effective since 1968-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $6M at the beginning of 2024 to $7M at year-end — a gain of 3.3%. Net assets (after liabilities) closed the year at $7M, with reported net income of $208K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $6M |
| Total Assets (End of Year) | $7M |
| Net Assets (End of Year) | $7M |
| Net Income | $208K |
| Plan Type | Money Purchase |
| Employer EIN | 042376180 |
| Plan Effective Date | 1968-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Self Help Inc)
| 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.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Related Data
Guides
Frequently Asked Questions
How much money is in the Self-Help, Inc. Pension Plan? ▼
What type of plan is Self-Help, Inc. Pension Plan? ▼
Who sponsors the Self-Help, Inc. Pension Plan? ▼
How did Self-Help, Inc. Pension Plan perform in 2024? ▼
Where can I find official filings for Self-Help, Inc. Pension Plan? ▼
How does Self-Help, Inc. Pension Plan compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.