Money Purchase · DOL Form 5500 · 2024
Sullivan & Worcester LLP Money Purchase Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 157
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $617,808
- Avg per participant High balance/head
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.
- #18,419 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Sullivan & Worcester LLP Retirement Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $97M.
- #18,419
- in Professional & Technical Services (20,173 peers)
- +12.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Sullivan & Worcester LLP Retirement Plan's outsized position by total assets
Sullivan & Worcester LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$96,995,887 Top 10% higher than 90% 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
Sullivan & Worcester LLP Retirement 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. Sullivan & Worcester LLP Retirement Plan sits mid-pack in the medium band (157 participants).
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.
Plan-year Form 5500 strip
Filing strip 042387531 · Sullivan & Worcester LLP PY 2024 · Money Purchase
Sullivan & Worcester LLP Retirement Plan · $97M · 157 · 90th
- EBSA $97M
- EBSA 157
- EBSA 90th
- EBSA Money Purchase
- EBSA near Hays Medical Center Employee's Pension Plan
- EBSA ind #18419
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Sullivan & Worcester LLP Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Sullivan & Worcester LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 17.902557091527118% vs 2022
- 2024 filing year
| 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.
- 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
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Sullivan & Worcester LLP Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Hays Medical Center Employee's Pension Plan in KS ($97M); by covered participants it is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Hays Medical Center Employee's Pension Plan (KS) $97M · 1,286
- Oocl (USA) Inc. Defined Contribution Pension Plan (UT) $97M · 475
- IBEW Local No. 82 Defined Contribution Plan (PA) $98M · 945
- IBEW Local Union 668 Employees Pension Plan (IN) $96M · 1,260
Similar participant headcount
Nearest other-state filings by covered participants (157 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.