Other · DOL Form 5500 · 2024
Making Opportunity Count, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 491
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $25,669
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. · Sponsored by Making Opportunity Count, Inc. · Massachusetts · Healthcare & Social Assistance
$13M in assets, 491 participants
Making Opportunity Count, Inc.'s 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. reported $13M in total assets and 491 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,163 in Healthcare & Social Assistance (16,916 peers)
Making Opportunity Count, Inc. multi-year trail
Making Opportunity Count, Inc.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. at $13M / 491 participants.
- #11,163
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
403(b) Thrift Plan for Employees of Making Opportunity Count, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,603,273 Top 39% higher than 61% 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
403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. 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. 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. sits mid-pack in the medium band (491 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. reported participants rose from 279 in the plan year 2023 filing to 491 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042401111 · Making Opportunity Count, Inc. PY 2024 · Other
403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. · $13M · 491 · 61st
- SCH $13M
- EBSA 491
- PART 61st
- TYPE Other
- NET near Asbestos Workers Local 75 Indiana Retirement Fund
- BOOK ind #11163
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 →
403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. in the asset neighbourhood
Making Opportunity Count, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Making Opportunity Count, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 37.34390723019421% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $9M |
| 2023 | 1 | 279 | $11M |
| 2024 | 1 | 491 | $13M |
Making Opportunity Count, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 042401111 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
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
403(b) Thrift Plan for Employees of Making Opportunity Count, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Asbestos Workers Local 75 Indiana Retirement Fund in IN ($13M); by covered participants it is Holy Cross Hospital Retirement Savings Plan in NM (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (491 participants); asset peers above are excluded.
- Holy Cross Hospital Retirement Savings Plan (NM) 491 · 0 off
- Carthage College Defined Contribution Plan (WI) 492 · 1 off
- Tax Sheltered Annuity Plan of Denver Zoological Foundation (CO) 492 · 1 off
- Mainehealth Legacy 403(b) Retirement Plan (ME) 492 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.