Defined Benefit (Pension) · DOL Form 5500 · 2024
Goulston & Storrs PC Pension Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $440,114
- Avg per participant High balance/head
Official DOL plan name: Goulston & Storrs Cash Balance Plan for Directors · Sponsored by Goulston & Storrs PC · Massachusetts · Professional & Technical Services
$60M in assets, 136 participants
Goulston & Storrs PC's Goulston & Storrs Cash Balance Plan for Directors reported $60M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,540 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Goulston & Storrs Cash Balance Plan for Directors covers 136 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $60M.
- #17,540
- in Professional & Technical Services (20,173 peers)
- -17.1%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Goulston & Storrs Cash Balance Plan for Directors's outsized position by total assets
Goulston & Storrs Cash Balance Plan for Directors vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,855,518 Top 14% higher than 86% 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
Goulston & Storrs Cash Balance Plan for Directors 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. Goulston & Storrs Cash Balance Plan for Directors sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Goulston & Storrs Cash Balance Plan for Directors reported net income fell from -$4M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Goulston & Storrs Cash Balance Plan for Directors end-of-year assets fell from $72M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Goulston & Storrs Cash Balance Plan for Directors reported participants fell from 147 in the plan year 2023 filing to 136 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042738098 · Goulston & Storrs PC PY 2024 · Defined Benefit (Pension)
Goulston & Storrs Cash Balance Plan for Directors · $60M · 136 · 86th
- SCH $60M
- EBSA 136
- PART 86th
- TYPE Defined Benefit (Pension)
- NET near The Pension Plan for Employees of the Ohio National Life Insurance Company
- BOOK ind #17540
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 →
Goulston & Storrs Cash Balance Plan for Directors in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$11M |
| Employer EIN | 042738098 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goulston & Storrs PC)
Sponsor-wide plan assets over time
All Goulston & Storrs PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $480M 20.464956159452495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 583 | $398M |
| 2023 | 3 | 606 | $464M |
| 2024 | 3 | 572 | $480M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Goulston & Storrs Cash Balance Plan for Directors's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Pension Plan for Employees of the Ohio National Life Insurance Company in OH ($60M); by covered participants it is South Peninsula Hospital Employees Pension Plan and Trust in AK (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- South Peninsula Hospital Employees Pension Plan and Trust (AK) 136 · 0 off
- Shure Incorporated Employees' Retirement Plan (IL) 136 · 0 off
- Agfa Corporation Pension Plan (NJ) 136 · 0 off
- Hospital General Menonita Employees' Pension Plan (PR) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.