Other · DOL Form 5500 · 2024
Mystic Valley Elder Services, Inc. Retirement Plan
Data updated 2026-08-11
- $20M
- Total assets
- 349
- Participants
- 70th
- Percentile by assets
- $56,617
- Avg per participant
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.
- 70th percentile by assets (of 123,622 plans)
- #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.
- $20M
- total plan assets (2024 EOY)
- 349
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $56,617
- avg assets per participant
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.
Mystic Valley Elder Services, Inc. across 3 plan years on file
Across the 3 plan years Mystic Valley Elder Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $20M, a gain of 28.4%, while reported participants moved from 322 to 349 (+8.4%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($15M).
Mystic Valley Elder Services, Inc. multi-year asset trail
| 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 EIN | 042562646 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING 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
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mystic Valley Elder Services, Inc. 403b Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Mystic Valley Elder Services, Inc. 403b Plan's numbers.
- By total assets, Mystic Valley Elder Services, Inc. 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Mystic Valley Elder Services, Inc.'s sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Other Services plans