Other · DOL Form 5500 · 2024
Brockton Visiting Nurse Association Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $104,550
- Avg per participant Below avg balance/head
Official DOL plan name: Brockton Visiting Nurse Association Retirement Plan · Sponsored by Brockton Visiting Nurse Association · Massachusetts · Healthcare & Social Assistance
$15M in assets, 147 participants
Brockton Visiting Nurse Association's Brockton Visiting Nurse Association Retirement Plan reported $15M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,832 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Brockton Visiting Nurse Association Retirement Plan covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.
- #11,832
- in Healthcare & Social Assistance (16,916 peers)
- +12.8%
- assets growth YoY
Brockton Visiting Nurse Association Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brockton Visiting Nurse Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,368,867 Top 35% higher than 65% 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
Brockton Visiting Nurse Association 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. Brockton Visiting Nurse Association Retirement Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brockton Visiting Nurse Association Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Brockton Visiting Nurse Association Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Brockton Visiting Nurse Association Retirement Plan reported participants rose from 136 in the plan year 2023 filing to 147 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103941 · Brockton Visiting Nurse Association PY 2024 · Other
Brockton Visiting Nurse Association Retirement Plan · $15M · 147 · 65th
- EOY $15M
- 5500 147
- ASSETS 65th
- PCT Other
- EIN near Jawonio, Inc. 403(b)Thrift Plan
- RANK ind #11832
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 →
Brockton Visiting Nurse Association Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 042103941 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brockton Visiting Nurse Association)
Sponsor-wide plan assets over time
All Brockton Visiting Nurse Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 25.381123079985514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $12M |
| 2023 | 1 | 136 | $14M |
| 2024 | 1 | 147 | $15M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Brockton Visiting Nurse Association Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Jawonio, Inc. 403(b)Thrift Plan in NY ($15M); by covered participants it is Skidmore College 403(b) Retirement Plan for Employees Represented by Upseu Local 1222 in NY (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 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.