Other · DOL Form 5500 · 2024
Health Resources in Action, Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 264
- Participants
- 60th
- Percentile by assets
- $46,007
- Avg per participant
Official DOL plan name: Health Resources in Action, Inc. 403(b) Tda Plan · Sponsored by Health Resources in Action, Inc. · Massachusetts · Healthcare & Social Assistance
$12M in assets, 264 participants
Health Resources in Action, Inc.'s Health Resources in Action, Inc. 403(b) Tda Plan reported $12M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 123,622 plans)
- #11,042 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Health Resources in Action, Inc. 403(b) Tda Plan covers 264 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.
- $12M
- total plan assets (2024 EOY)
- 264
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $46,007
- avg assets per participant
Where Health Resources in Action, Inc. 403(b) Tda Plan sits by total assets
Health Resources in Action, Inc. 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,145,814 Top 40% higher than 60% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health Resources in Action, Inc. 403(b) Tda Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Health Resources in Action, Inc. 403(b) Tda Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Health Resources in Action, Inc. 403(b) Tda Plan reported participants rose from 237 in the plan year 2023 filing to 264 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Health Resources in Action, Inc. 403(b) Tda Plan reports 264 participants - about 40% of that state average ($12M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 042229839 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Resources in Action, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 310 | $14M |
| 2023 | 2 | 399 | $18M |
| 2024 | 2 | 468 | $22M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Health Resources in Action, Inc. 403(b) Tda Plan by total assets, not by location.
Frequently Asked Questions
How did Health Resources in Action, Inc. 403(b) Tda Plan assets move in 2024? ▼
How have Health Resources in Action, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Health Resources in Action, Inc. 403(b) Tda Plan? ▼
Next read for Health Resources in Action, Inc. 403(b) …
Filing takeaways
Ways to act on Health Resources in Action, Inc. 403(b) Tda Plan's numbers.
- By total assets, Health Resources in Action, Inc. 403(b) Tda Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Health Resources in Action, Inc.'s sponsor-wide assets have grown 56.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans