Other · DOL Form 5500 · 2024

Aging Services of North Central Massachusetts, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
107
Participants Small participant base
48th
Percentile by assets National rank
$65,860
Avg per participant Below avg balance/head
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Official DOL plan name: Aging Services of North Central Massachusetts, Inc. 403(b) Plan · Sponsored by Aging Services of North Central Massachusetts, Inc. · Massachusetts · Other Services

$7M in assets, 107 participants

Aging Services of North Central Massachusetts, Inc.'s Aging Services of North Central Massachusetts, Inc. 403(b) Plan reported $7M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,319 in Other Services (7,719 peers)

Coverage in Massachusetts

Aging Services of North Central Massachusetts, Inc. 403(b) Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#5,319
in Other Services (7,719 peers)
+7.5%
assets growth YoY

Aging Services of North Central Massachusetts, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers

Aging Services of North Central Massachusetts, Inc. 403(b) Plan vs every filed plan by assets

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

$7,047,061 48th percentile higher than 48% 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

Aging Services of North Central Massachusetts, Inc. 403(b) 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. Aging Services of North Central Massachusetts, Inc. 403(b) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aging Services of North Central Massachusetts, Inc. 403(b) Plan reported net income fell from $827K in the plan year 2023 filing to $489K in the plan year 2024 filing.
  • Aging Services of North Central Massachusetts, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042551175 · Aging Services of North Central Massachusetts, Inc. PY 2024 · Other

Aging Services of North Central Massachusetts, Inc. 403(b) Plan · $7M · 107 · 48th

  • 5500 $7M
  • 5500 107
  • 5500 48th
  • 5500 Other
  • 5500 near Conard House Retirement Plan
  • 5500 ind #5319

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 →

Aging Services of North Central Massachusetts, Inc. 403(b) Plan in the asset neighbourhood

Acts 403(b) Plan$7MArarat Home Retirement Plan$7MConard House Retirement Plan$7MLsa 403b Retirement Plan$7MAging Services of North Central Massachusetts, Inc. 403(b) PlanAging Services of North Cent…$7M
End-of-year total assets ($M) among Aging Services of North Central Massachusetts, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$489K
Employer EIN042551175
Plan Effective Date2006-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Aging Services of North Central Massachusetts, Inc.)

Sponsor-wide plan assets over time

All Aging Services of North Central Massachusetts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.95548795126908% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.73M $7.05M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 97 $6M
2023 1 107 $7M
2024 1 107 $7M

Nearby Other Plans in Massachusetts

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

Aging Services of North Central Massachusetts, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Aging Services of North Central Massachusetts, Inc. 403(b) Plan, Total assets ($B): 0.007047061 · Participants: 107Aging Services of North Central Massachusetts, Inc. 403(b) 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
Aging Services of North Central Massachusetts, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Aging Services of North Central Massachusetts, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Conard House Retirement Plan in CA ($7M); by covered participants it is Wells College Tax Deferred Retirement Plan in NY (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Aging Services of North Central Massachusetts, Inc. 403(b) Plan assets move in 2024?
Aging Services of North Central Massachusetts, Inc. 403(b) Plan grew at a solid clip - up 7.5% during 2024, from $7M to $7M. Reported net income was $489K.
How have Aging Services of North Central Massachusetts, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aging Services of North Central Massachusetts, Inc.'s sponsor-wide assets grew 23.0%, from $6M to $7M.
Which Other plans are similar in size to Aging Services of North Central Massachusetts, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Conard House Retirement Plan in CA ($7M, 139 participants).
Which Other plans cover a similar participant headcount to Aging Services of North Central Massachusetts, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Wells College Tax Deferred Retirement Plan in NY (107 participants, N/A in assets).