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WORCESTER COUNTY MECHANICS ASSOCIATION — WORCESTER COUNTY MECHANICS ASSOCIATION PROGRESS SHARING RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260126102308NAL0000633603001
WORCESTER COUNTY MECHANICS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
WORCESTER COUNTY MECHANICS ASSOCIATION PROGRESS SHARING RETIREMENT PLAN
403(b) retirement plan
Active participants
17
Accounts w/ balance
20
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WORCESTER COUNTY MECHANICS ASSOCIATION
.
Find decision makers
Plan sponsor
Name
WORCESTER COUNTY MECHANICS ASSOCIATION
EIN
04-1988955
Address
321 MAIN STREET · WORCESTER, MA · 01608
Phone
(508) 752-5608
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Name
WORCESTER COUNTY MECHANICS ASSOCIATION
EIN
04-1988955
City
WORCESTER, MA
Phone
(508) 752-5608
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-01-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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