Money Purchase · DOL Form 5500 · 2024
Sullivan & Worcester LLP Money Purchase Plan
Data updated 2026-08-06
- $97M
- Total assets
- 157
- Participants
- 90th
- Percentile by assets
- $617,808
- Avg per participant
Official DOL plan name: Sullivan & Worcester LLP Retirement Plan · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services
$97M in assets, 157 participants
Sullivan & Worcester LLP's Sullivan & Worcester LLP Retirement Plan reported $97M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 116,472 plans)
- #17,866 in Professional & Technical Services (19,542 peers)
Coverage in Massachusetts
Sullivan & Worcester LLP Retirement Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~641 per filing). Assets: $97M.
- $97M
- total plan assets (2024 EOY)
- 157
- covered participants
- 90th
- percentile by assets (of 116,472 plans)
- $617,808
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sullivan & Worcester LLP Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Sullivan & Worcester LLP Retirement Plan end-of-year assets rose from $86M in the plan year 2023 filing to $97M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Sullivan & Worcester LLP Retirement Plan reports 157 participants - about 24% of that state average ($97M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $11M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan & Worcester LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 431 | $202M |
| 2023 | 3 | 399 | $217M |
| 2024 | 3 | 413 | $239M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Sullivan & Worcester LLP Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Tufts University Basic Retirement Plan $1.0B · 5,769
- Massachusetts Financial Services Company Defined Contribution Plan $936M · 1,723
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sullivan & Worcester LLP Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Sullivan & Worcester LLP Retirement Plan assets move in 2024? ▼
How have Sullivan & Worcester LLP plan assets changed over time? ▼
Where does Sullivan & Worcester LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Sullivan & Worcester LLP Retirement Plan? ▼
Next read for Sullivan & Worcester LLP Retirement Plan
Filing takeaways
Ways to act on Sullivan & Worcester LLP Retirement Plan's numbers.
- By total assets, Sullivan & Worcester LLP Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Sullivan & Worcester LLP's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans