Profit Sharing · DOL Form 5500 · 2024
Fenway Community Health Center, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 401
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $180,434
- Avg per participant Above avg balance/head
Official DOL plan name: Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan · Sponsored by Fenway Community Health Center, Inc. · Massachusetts · Healthcare & Social Assistance
$72M in assets, 401 participants
Fenway Community Health Center, Inc.'s Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan reported $72M in total assets and 401 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,139 in Healthcare & Social Assistance (16,916 peers)
Where Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan sits by assets
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $72M for 401 participants (~$180,434/participant), up 3.5% in 2024.
- #15,139
- in Healthcare & Social Assistance (16,916 peers)
- +3.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan's outsized position by total assets
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,353,937 Top 12% higher than 88% 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
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan 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. Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan sits mid-pack in the medium band (401 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan reported participants fell from 595 in the plan year 2023 filing to 401 in the plan year 2024 filing.
- Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan end-of-year assets rose from $70M in the plan year 2023 filing to $72M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042510564 · Fenway Community Health Center, Inc. PY 2024 · Profit Sharing
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan · $72M · 401 · 88th
- ASSETS $72M
- PCT 401
- EIN 88th
- RANK Profit Sharing
- PHOTO near Pension Fund for Nursing and Health Care Employees
- IND ind #15139
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 →
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $2M |
| Employer EIN | 042510564 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fenway Community Health Center, Inc.)
Sponsor-wide plan assets over time
All Fenway Community Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 8.890840907895821% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 710 | $66M |
| 2023 | 1 | 595 | $70M |
| 2024 | 1 | 401 | $72M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Pension Fund for Nursing and Health Care Employees in PA ($73M); by covered participants it is Auto Investment, Inc. 401(k) Plan in AL (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Pension Fund for Nursing and Health Care Employees (PA) $73M · 1,951
- Gilmartin and Trevor a Law Corp Profit Sharing Plan (CA) $72M · 2
- Baker & Taylor Retirement Savings Plan (NC) $73M · 1,336
- Americas 403b Pep (PA) $73M · 1,477
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Auto Investment, Inc. 401(k) Plan (AL) 401 · 0 off
- Eclc of New Jersey Retirement Plan (NJ) 401 · 0 off
- Joe's Stone Crabs, Inc Profit Sharing Plan (FL) 401 · 0 off
- Healthtexas Medical Group 401(k) Profit Sharing Plan (TX) 400 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.