401(k) · DOL Form 5500 · 2024
Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 2,021
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $22,125
- Avg per participant Low balance/head
Official DOL plan name: Massachusetts Defined Contribution Core Plan · Sponsored by Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener · Massachusetts · Public Administration
$45M in assets, 2,021 participants
Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener's Massachusetts Defined Contribution Core Plan reported $45M in total assets and 2,021 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #73 in Public Administration (92 peers)
Coverage in Massachusetts
Massachusetts Defined Contribution Core Plan covers 2,021 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $45M.
- #73
- in Public Administration (92 peers)
- +44.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Massachusetts Defined Contribution Core Plan's outsized position by total assets
Massachusetts Defined Contribution Core Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,713,893 Top 17% higher than 83% 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 Defined Contribution Core Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Defined Contribution Core Plan lands in the large band (2,021 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Massachusetts Defined Contribution Core Plan end-of-year assets rose from $31M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Massachusetts Defined Contribution Core Plan reported participants rose from 1,449 in the plan year 2023 filing to 2,021 in the plan year 2024 filing.
- Massachusetts Defined Contribution Core Plan reported net income rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 046002284 · Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener PY 2024 · 401(k)
Massachusetts Defined Contribution Core Plan · $45M · 2,021 · 83rd
- EIN $45M
- EIN 2,021
- EIN 83rd
- EIN 401(k)
- EIN near Spang & Co Retirement Savings Plan for Non-Bargaining Unit Employees
- EIN ind #73
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 Public Administration retirement plans → · Plans in Massachusetts →
Massachusetts Defined Contribution Core Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $14M |
| Employer EIN | 046002284 |
| Plan Effective Date | 2017-10-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener)
Sponsor-wide plan assets over time
All Commonwealth of Massachusetts Office of the Treasurer & Receiver Gener plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 136.1321062855788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,085 | $19M |
| 2023 | 1 | 1,449 | $31M |
| 2024 | 1 | 2,021 | $45M |
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 Defined Contribution Core Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Spang & Co Retirement Savings Plan for Non-Bargaining Unit Employees in PA ($45M); by covered participants it is Hubbell Incorporated Employee Savings and Investment Plan for Collectively Bargained Employees in CT (2,021 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,021 participants); asset peers above are excluded.
- Hubbell Incorporated Employee Savings and Investment Plan for Collectively Bargained Employees (CT) 2,021 · 0 off
- Deel 401(k) Plan (CA) 2,021 · 0 off
- Argos USA Retirement Savings Plan (GA) 2,021 · 0 off
- Crown Cork & Seal Company, Inc. 401(k) Retirement Savings Plan (PA) 2,022 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.