401(k) · DOL Form 5500 · 2024
Somerville-Cambridge Elder Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $94,328
- Avg per participant Below avg balance/head
Official DOL plan name: Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan · Sponsored by Somerville-Cambridge Elder Services, Inc. · Massachusetts · Healthcare & Social Assistance
$13M in assets, 141 participants
Somerville-Cambridge Elder Services, Inc.'s Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan reported $13M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,342 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.
- #11,342
- in Healthcare & Social Assistance (16,916 peers)
- +8.0%
- assets growth YoY
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,300,249 Top 38% higher than 62% 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
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement 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. Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042515020 · Somerville-Cambridge Elder Services, Inc. PY 2024 · 401(k)
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan · $13M · 141 · 62nd
- NET $13M
- BOOK 141
- VS-ST 62nd
- BOY 401(k)
- SCH near Citizens Bank and Trust 401(k) Plan
- EBSA ind #11342
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 →
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $980K |
| Employer EIN | 042515020 |
| Plan Effective Date | 1973-01-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Somerville-Cambridge Elder Services, Inc.)
Sponsor-wide plan assets over time
All Somerville-Cambridge Elder Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 17.294514220635318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $11M |
| 2023 | 1 | 142 | $12M |
| 2024 | 1 | 141 | $13M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Somerville-Cambridge Elder Services, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Citizens Bank and Trust 401(k) Plan in AL ($13M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 (141 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.