Other · DOL Form 5500 · 2024
Duffy Health Center, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $36,274
- Avg per participant Low balance/head
Official DOL plan name: Duffy Health Center, Inc. 403(b) Plan · Sponsored by Duffy Health Center, Inc. · Massachusetts · Healthcare & Social Assistance
$3M in assets, 95 participants
Duffy Health Center, Inc.'s Duffy Health Center, Inc. 403(b) Plan reported $3M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,246 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Duffy Health Center, Inc. 403(b) Plan holds $3M for 95 participants - about $36,274 per participant, in the lower half of filed plans by assets.
- #6,246
- in Healthcare & Social Assistance (16,916 peers)
- -4.4%
- assets change YoY
The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Duffy Health Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Duffy Health Center, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,445,984 36th percentile higher than 36% 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
Duffy Health Center, Inc. 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duffy Health Center, Inc. 403(b) Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Duffy Health Center, Inc. 403(b) Plan reported net income fell from $314K in the plan year 2023 filing to -$158K in the plan year 2024 filing.
- Duffy Health Center, Inc. 403(b) Plan reported participants rose from 89 in the plan year 2023 filing to 95 in the plan year 2024 filing.
- Duffy Health Center, Inc. 403(b) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043373741 · Duffy Health Center, Inc. PY 2024 · Other
Duffy Health Center, Inc. 403(b) Plan · $3M · 95 · 36th
- IND $3M
- EOY 95
- 5500 36th
- ASSETS Other
- PCT near Easter Seals Society of Iowa, Inc.
- EIN ind #6246
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 →
Duffy Health Center, Inc. 403(b) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$158K |
| Employer EIN | 043373741 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Duffy Health Center, Inc.)
Sponsor-wide plan assets over time
All Duffy Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.7494330858973655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $3M |
| 2023 | 1 | 89 | $4M |
| 2024 | 1 | 95 | $3M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Duffy Health Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Easter Seals Society of Iowa, Inc. in IA ($3M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.