Defined Benefit (Pension) · DOL Form 5500 · 2024
Goulston & Storrs PC Pension Plan
Data updated 2026-07-24
- $60M
- Total assets
- 136
- Participants
- 86th
- Percentile by assets
- $440,114
- Avg per participant
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.
- 86th percentile by assets (of 116,472 plans)
Coverage in Massachusetts
Goulston & Storrs Cash Balance Plan for Directors covers 136 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~641 per filing). Assets: $60M.
- $60M
- total plan assets (2024 EOY)
- 136
- covered participants
- 86th
- percentile by assets (of 116,472 plans)
- $440,114
- avg assets per participant
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.
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Goulston & Storrs Cash Balance Plan for Directors reports 136 participants - about 21% of that state average ($60M EOY assets).
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)
| 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.
Goulston & Storrs Cash Balance Plan for Directors vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- 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
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.8B · 10,943
- Massachusetts Laborers' Pension Fund $2.5B · 10,203
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Goulston & Storrs Cash Balance Plan for Directors by total assets, not by location.
Frequently Asked Questions
How did Goulston & Storrs Cash Balance Plan for Directors assets move in 2024? ▼
How have Goulston & Storrs PC plan assets changed over time? ▼
Where does Goulston & Storrs Cash Balance Plan for Directors rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Goulston & Storrs Cash Balance Plan for Directors? ▼
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Filing takeaways
Ways to act on Goulston & Storrs Cash Balance Plan for Directors's numbers.
- By total assets, Goulston & Storrs Cash Balance Plan for Directors ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Goulston & Storrs PC's sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 042738098.
Read our methodology - how this data is sourced, computed, and verified.