Other · DOL Form 5500 · 2024

Mystic Valley Elder Services, Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
349
Participants Below avg headcount
70th
Percentile by assets National rank
$56,617
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mystic Valley Elder Services, Inc. 403b Plan · Sponsored by Mystic Valley Elder Services, Inc. · Massachusetts · Other Services

$20M in assets, 349 participants

Mystic Valley Elder Services, Inc.'s Mystic Valley Elder Services, Inc. 403b Plan reported $20M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,445 in Other Services (7,719 peers)

Mystic Valley Elder Services, Inc. multi-year trail

Mystic Valley Elder Services, Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Mystic Valley Elder Services, Inc. 403b Plan at $20M / 349 participants.

#6,445
in Other Services (7,719 peers)
+7.9%
assets growth YoY

Mystic Valley Elder Services, Inc. 403b Plan's outsized position by total assets

Mystic Valley Elder Services, Inc. 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,759,486 Top 30% higher than 70% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Mystic Valley Elder Services, Inc. 403b 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. Mystic Valley Elder Services, Inc. 403b Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mystic Valley Elder Services, Inc. 403b Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Mystic Valley Elder Services, Inc. 403b Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Mystic Valley Elder Services, Inc. 403b Plan reported participants rose from 331 in the plan year 2023 filing to 349 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042562646 · Mystic Valley Elder Services, Inc. PY 2024 · Other

Mystic Valley Elder Services, Inc. 403b Plan · $20M · 349 · 70th

  • EOY $20M
  • EOY 349
  • EOY 70th
  • EOY Other
  • EOY near Manson Western, LLC 401(k) Profit Sharing Plan
  • EOY ind #6445

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 Other Services retirement plans → · Plans in Massachusetts →

Mystic Valley Elder Services, Inc. 403b Plan in the asset neighbourhood

Manson Western, LLC 401(k) Profit Sharing PlanManson Western, LLC 401(k) P…$20MMystic Valley Elder Services, Inc. 403b PlanMystic Valley Elder Services…$20MNew York College of Podiatric Medicine 403(b) DC Retirement PlanNew York College of Podiatri…$20MSpartanburg Day School Defined Contribution Retirement PlanSpartanburg Day School Defin…$20MBrevard College Corporation Defined Contribution Retirement PlanBrevard College Corporation …$20M
End-of-year total assets ($M) among Mystic Valley Elder Services, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Mystic Valley Elder Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mystic Valley Elder Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.35909416657702% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $19.8M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 322 $15M
2023 1 331 $18M
2024 1 349 $20M

Mystic Valley Elder Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN042562646
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Mystic Valley Elder Services, Inc. 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Mystic Valley Elder Services, Inc. 403b Plan, Total assets ($B): 0.019759486 · Participants: 349Mystic Valley Elder Services, Inc. 403b PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Mystic Valley Elder Services, Inc. 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mystic Valley Elder Services, Inc. 403b Plan side-by-side with 3 peers →

Mystic Valley Elder Services, Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Manson Western, LLC 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Big Sandy Health Care, Inc Tax Deferred Annuity Plan in KY (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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.

Frequently Asked Questions

How did Mystic Valley Elder Services, Inc. 403b Plan assets move in 2024? ▼
Mystic Valley Elder Services, Inc. 403b Plan grew at a solid clip - up 7.9% during 2024, from $18M to $20M. Reported net income was $1M.
How have Mystic Valley Elder Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mystic Valley Elder Services, Inc.'s sponsor-wide assets grew 28.4%, from $15M to $20M.
Which Other plans are similar in size to Mystic Valley Elder Services, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is Manson Western, LLC 401(k) Profit Sharing Plan in CA ($20M, 168 participants).
Which Other plans cover a similar participant headcount to Mystic Valley Elder Services, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Big Sandy Health Care, Inc Tax Deferred Annuity Plan in KY (349 participants, $18M in assets).

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 042562646.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.