Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Holyoke Chicopee Springfield Head Start, Inc. · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan holds $10M for 226 participants — about $42,277 per participant, up 11.4% over the 2024 plan year.

$10M
total plan assets (2024 EOY)
226
covered participants
$42,277
avg assets per participant
+11.4%
assets growth YoY
Total Assets (2023)
$10M
Participants
226
Industry
Healthcare & Social Assistance

What the Filing Says About Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan

Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Holyoke Chicopee Springfield Head Start, Inc., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 226 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042466767, and the plan has been effective since 1994-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2024 to $10M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $10M, with reported net income of $982K 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)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$982K
Plan TypeProfit Sharing
Employer EIN042466767
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holyoke Chicopee Springfield Head Start, Inc.)

Year Plans Participants Total Assets
2022 1 249 $7M
2023 1 212 $9M
2024 1 226 $10M

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Frequently Asked Questions

How much money is in the Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan?
As of the 2024 Form 5500 filing, Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan holds $10M in total assets with 226 participants. It is sponsored by Holyoke Chicopee Springfield Head Start, Inc..
What type of plan is Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan?
Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1994-10-01. The plan is filed with the U.S. Department of Labor under EIN 042466767.
Who sponsors the Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan?
Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan is sponsored by Holyoke Chicopee Springfield Head Start, Inc., located in Massachusetts. The sponsor's EIN is 042466767 and the plan operates in the Healthcare & Social Assistance industry.
How did Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan perform in 2024?
Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan grew by 11.4% during 2024, moving from $9M to $10M in total assets. Net income was $982K.
Where can I find official filings for Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan?
Official Form 5500 filings for Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042466767 or plan name at efast.dol.gov.
How does Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan compare to other plans?
You can compare Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 042466767.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.