Plan5500

403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc. — Form 5500 plan (Elder Services Of Worcester Area)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc. is a benefit plan reported by Elder Services Of Worcester Area under EIN 04-2545221 and plan number 002. The latest loaded filing year is 2023. The filing reports 385 participants and $14,438,178 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.4MPlan net assets, end of year$14,438,178
Participants385Covered participants reported
Assets / participant$37.5KComputed: assets ÷ participants$37,502 (computed)
Provider compensation$9891 Schedule C provider row(s)
Plan sponsor
Elder Services Of Worcester Area
EIN
04-2545221
Plan number
002
Plan type
2
Location
Worcester, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    385 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$418.2K
Benefits paid / distributions$417.1K
Contributions
Employer$478.5K
Participant$607.8K
Full reported line items

Net assets

Total assets (EOY)
$14,438,178
Total liabilities (EOY)
$0
Net assets (EOY)
$14,438,178
Net assets (BOY)
$11,844,087

Income & contributions

Employer contributions
$478,466
Participant contributions
$607,849
Total contributions
$1,181,663
Total income / additions
$3,012,276

Expenses & distributions

Benefits paid
$417,128
Administrative expenses
$1,057
Total expenses
$418,185
Net increase / (decrease)
$2,594,091
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America Investment Corp$989
    RECORD KEEPER · Direct $989 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc.?
403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc. is reported as sponsored by Elder Services Of Worcester Area (EIN 04-2545221, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc.?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc. is 2023.
How many participants does 403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc. report?
403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc. reports 385 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc.?
403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc. reports $14,438,178 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages