Back to filter
Original filing (PDF)20251015103559NAL0005818144001
HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC.
Form 5500
FILING_RECEIVED
HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
215
Accounts w/ balance
194
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC..
Plan sponsor
Name
HOLYOKE CHICOPEE SPRINGFIELD HEAD START, INC.
EIN
04-2466767
Address
30 MADISON AVENUE · SPRINGFIELD, MA · 011051404
Phone
(413) 788-6522
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MP P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | OTHER SERVICES | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using COMMONWEALTH FINANCIAL NETWORK
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
$9.2B · 68,206 participants
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES
EMORY UNIVERSITY RETIREMENT PLAN
$5.5B · 21,409 participants
THE CLEVELAND CLINIC FOUNDATION
THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST
$4.3B
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
COZEN OCONNOR
COZEN OCONNOR PROFIT SHARING PLAN A
$750.8M · 1,527 participants
Similar-size Health Care & Social Assistance plans
SOCIAL SERVICE EMPLOYEES UNION
SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN
$9.6M · 90 participants
INSTITUTE FOR FAMILY DEVELOPMENT
INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN
$9.5M · 116 participants
HORACE MANN EDUCATIONAL ASSOCIATES, INC. DBA HMEA
HMEA RETIREMENT PLAN
$9.6M
AREA RESOURCE FOR INDIVIDUAL SERVICES, INC.
AREA RESOURCE FOR INDIVIDUAL SERVICES, INC. AND MEMBERS RETIREMENT PLAN
$9.5M · 320 participants
CHILDREN FIRST, INC.
CHILDREN FIRST, INC. RETIREMENT PLAN
$9.5M · 191 participants
EPISCOPAL HOMES OF MINNESOTA
403(B) THRIFT PLAN FOR EMPLOYEES OF EPISCOPAL HOMES OF MINNESOTA
$9.6M · 973 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B