How big is Northeast ARC, Inc.'s plan?

Northeast ARC, Inc.'s plan reported $23.0M in assets and 310 participants for 2023.

Original filing (PDF)20250211101244NAL0033858352001

Northeast ARC, Inc.

Name: Northeast ARC, Inc. — Northeast ARC 403(b)Plan, Form 5500 (2023)
Creator: Northeast ARC, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Northeast ARC 403(b)Plan

403(b) retirement plan · Northeast ARC, Inc.'s Northeast ARC 403(b)Plan held $23.0M in plan assets for 310 participants in 2023, with Voya as recordkeeper.

Active participants

310

Accounts w/ balance

593

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

Plan identifiers

Northeast ARC, Inc.'s EIN is 04-2232416.

EIN 04-2232416

Plan number 001

Plan year 2023

ACK ID 20250211101244NAL0033858352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Northeast ARC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Northeast ARC, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHEAST ARC, INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (8th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

NORTHEAST ARC, INC.

EIN

all filings

Address

1 SOUTHSIDE ROAD · DANVERS, MA · 019233376

Phone

(978) 762-4848

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$90K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROCKLAND TRUST CO	04-1782600	—	SERVICE PROVIDER	$0	—

Investments

42 direct securities · 1 pooled fund· $19.9M(87% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$8.2M

15 holdings

Mutual Funds

$7.6M

9 holdings

Common Collective Trusts

$2.9M

4 holdings

Stable Value

$1.1M

1 holding

Pooled Separate Account

$111K

1 holding

Pooled Separate Accounts

$107K

12 holdings

U.S. Treasuries

$29K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$6.6M American Funds (Capital Group)$4.5M Vanguard$2.9M MFS$1.3M Prudential / PGIM$1.1M Voya$1.1M Dimensional / DFA$908K TIAA / Nuveen$609K PIMCO$279K

Related plans

Other plans using VOYA Retirement Insurance & Annuity

Ford Motor Company

Ford Defined Contribution Plans Master Trust

$25.3B

VOYA Services Company

VOYA 401(k) Savings Plan

$2.7B · 7,442 participants

Cedars-Sinai Medical Center

Cedars-Sinai 403(b) Retirement Plan

$2.6B · 12,772 participants

Cedars-Sinai Medical Center

Cedars-Sinai Defined Contribution

$1.1B · 13,560 participants

Mercy Health Corporation

Mercy Health Corporation Employees Retirement Plan

$827.7M · 7,008 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
American Funds Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$2.0M	8.5%
T. Rowe Price Retirement 2050 Fund Mutual Fund	Other securities	—	—	$1.7M	7.5%
Vanguard 500 Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$1.6M	6.9%
T. Rowe Price Retirement 2040 Fund Mutual Fund	Other securities	—	—	$1.4M	6.1%
MFS Value Fund R6 Mutual Fund	Mutual Funds	—	—	$1.3M	5.8%
American Funds EuroPacific R6 Mutual Fund	Mutual Funds	—	—	$1.2M	5.1%
Vanguard Mid-Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$1.1M	5.0%
PGIM Total Return Bond Fund R6 Mutual Fund	Other securities	—	—	$1.1M	4.6%
Voya Fixed Plus Account III Guaranteed Investment Contract	Stable Value	—	—	$1.1M	4.6%
DFA U.S. Targeted Value Port Inst Mutual Fund	Mutual Funds	—	—	$899K	3.9%
T. Rowe Price Retirement 2020 Fund Mutual Fund	Other securities	—	—	$882K	3.8%
American Funds AM Balanced R6 Mutual Fund	Mutual Funds	—	—	$751K	3.3%
T. Rowe Price Retirement 2045 Fund Mutual Fund	Other securities	—	—	$726K	3.2%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$595K	2.6%
Nuveen Large Cap Residual Equity Mutual Fund	Mutual Funds	—	—	$580K	2.5%
T. Rowe Price Retirement 2035 Fund Mutual Fund	Other securities	—	—	$568K	2.5%
T. Rowe Price Retirement 2025 Fund Mutual Fund	Other securities	—	—	$436K	1.9%
T. Rowe Price Retirement 2060 Fund Mutual Fund	Other securities	—	—	$423K	1.8%
T. Rowe Price Retirement 2055 Fund Mutual Fund	Other securities	—	—	$331K	1.4%
PIMCO Income Fund Inst Mutual Fund	Mutual Funds	—	—	$279K	1.2%
MassMutual Selection Mid-Cap Growth Fund I Mutual Fund	Other securities	—	—	$274K	1.2%
through November 2038 -	Other securities	—	—	$246K	1.1%
POOLED SEPARATE ACCOUNTS LINCOLN NATIONAL CORPORATION · EIN 35-1140070 / PN 001	Pooled Separate Account	—	—	$111K	0.5%
Vanguard Small-Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$98K	0.4%
T. Rowe Price Retirement 2010 Fund Mutual Fund	Other securities	—	—	$44K	0.2%
T. Rowe Price Retirement 2065 Fund Mutual Fund	Other securities	—	—	$43K	0.2%
Vanguard Emerging Markets Stock Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$39K	0.2%
Nuveen Core Impact Bond Fund Inst Mutual Fund	U.S. Treasuries	—	—	$29K	0.1%
LVIP SSGA S&P 500 Index Separate Account	Pooled Separate Accounts	—	—	$27K	0.1%
LVIP Baron Growth Opportunities Separate Account	Pooled Separate Accounts	—	—	$21K	<0.1%
Janus Henderson Global Research Separate Account	Pooled Separate Accounts	—	—	$20K	<0.1%
Fidelity Growth Portfolio Separate Account	Pooled Separate Accounts	—	—	$11K	<0.1%
DFA Real Estate Securities Port Inst Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
American Funds Growth Fund Separate Account	Pooled Separate Accounts	—	—	$7K	<0.1%
LVIP SSGA Small-Cap Index Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Lincoln Fixed Account Fixed Annuity Contract	Other securities	—	—	$5K	<0.1%
T.Rowe Price International Stock Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
LVIP T. Rowe Price Structured Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Fidelity Contrafund Portfolio Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
T. Rowe Price Retirement 2015 Fund Mutual Fund	Other securities	—	—	$2K	<0.1%
American Funds International Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
LVIP Blend Large Cap Growth Managed Volatility Fund Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
LVIP Macquarie Social Awareness Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%

1–43 of 43