How big is Dimock Community Foundation's plan?

Dimock Community Foundation's plan reported $13.1M in assets and 483 participants for 2024.

Original filing (PDF)20251013105543NAL0000511891001

Dimock Community Foundation

Name: Dimock Community Foundation — Dimock Community, Form 5500 (2024)
Creator: Dimock Community Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dimock Community Foundation 403(b) Plan

403(b) retirement plan · Dimock Community Foundation's Dimock Community Foundation 403(b) Plan held $13.1M in plan assets for 483 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 3

Late participant contributionsNon-clean audit opinionCorrective distributions issued

Active participants

483

Accounts w/ balance

360

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

People on this filing

Luis Rivera signed Dimock Community Foundation's 2024 Form 5500 as plan administrator.

Luis Rivera — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dimock Community Foundation's EIN is 04-3487827.

EIN 04-3487827

Plan number 001

Plan year 2024

ACK ID 20251013105543NAL0000511891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dimock Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dimock Community Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 DIMOCK COMMUNITY FOUNDATION.

Finding similar companies…

How this plan invests

This plan

64 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 131K (12% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

DIMOCK COMMUNITY FOUNDATION

EIN

all filings

Address

55 DIMOCK ST · ROXBURY, MA · 021191029

Phone

(617) 442-8800

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

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)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$64K	—

Investments

64 direct securities· $11.1M(85% of reported assets)

Mutual Funds

$5.9M

23 holdings

Other securities

$2.6M

37 holdings

Common Collective Trusts

$2.3M

2 holdings

Stable Value

$149K

1 holding

Common Stocks

$65K

1 holding

					% of plan
Lincoln VIP SSGA S&P 500 Index Variable Annuity	Common Collective Trusts	—	—	$1.5M	11.7%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$972K	7.4%
Fixed Account Fixed Annuity Contract	Other securities	—	—	$908K	6.9%
Vanguard 500 Index Admiral Class Mutual Fund	Common Collective Trusts	—	—	$794K	6.1%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$760K	5.8%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$630K	4.8%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$598K	4.6%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$439K	3.4%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$369K	2.8%
Fidelity Contra Fund Portfolio Variable Annuity	Mutual Funds	—	—	$362K	2.8%
American Funds Growth Fund Variable Annuity	Mutual Funds	—	—	$360K	2.8%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$333K	2.5%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$326K	2.5%
Lincoln VIP T. Rowe Price 2030 Variable Annuity	Other securities	—	—	$220K	1.7%
Lincoln VIP T. Rowe Price 2050 Variable Annuity	Other securities	—	—	$198K	1.5%
Lincoln VIP T. Rowe Price 2040 Variable Annuity	Other securities	—	—	$186K	1.4%
Lincoln Stable Value Account Fixed Annuity Contract	Stable Value	—	—	$149K	1.1%
Lincoln VIP SSGA Small-Cap Index Variable Annuity	Other securities	—	—	$104K	0.8%
Lincoln VIP Global Moderate Allocation Manager Variable Annuity	Other securities	—	—	$103K	0.8%
T. Rowe Price Dividend Growth Mutual Fund	Other securities	—	—	$102K	0.8%
Lincoln VIP Global Growth Allocation Manager Variable Annuity	Other securities	—	—	$99K	0.8%
Lincoln VIP Baron Growth Opportunities Variable Annuity	Other securities	—	—	$93K	0.7%
Janus Henderson Global Research Variable Annuity	Mutual Funds	—	—	$89K	0.7%
NB AMT Sustainable Equity Portfolio Variable Annuity	Other securities	—	—	$85K	0.7%
AB VPS Large Cap Growth Portfolio Variable Annuity	Other securities	—	—	$84K	0.6%
T. Rowe Price International Stock Variable Annuity	Other securities	—	—	$82K	0.6%
Fidelity Asset Manager Variable Annuity	Mutual Funds	—	—	$79K	0.6%
Vanguard Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$77K	0.6%
Lincoln VIP American Century Balanced Fund Variable Annuity	Other securities	—	—	$73K	0.6%
Lincoln VIP Delaware REIT Series Variable Annuity	Common Stocks	—	—	$65K	0.5%
Lincoln VIP Dimensional US Core Equity Variable Annuity	Mutual Funds	—	—	$60K	0.5%
American Funds International Growth and Income Class R6 Mutual Fund	Mutual Funds	—	—	$58K	0.4%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$57K	0.4%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$57K	0.4%
American Funds Global Growth Variable Annuity	Mutual Funds	—	—	$53K	0.4%
Lincoln VIP Delaware SMID Cap Core Variable Annuity	Other securities	—	—	$49K	0.4%
AB VPS Sustainable Global Thematic Portfolio Variable Annuity	Other securities	—	—	$44K	0.3%
American Funds Growth-Income Variable Annuity	Mutual Funds	—	—	$43K	0.3%
Fidelity Growth Portfolio Variable Annuity	Mutual Funds	—	—	$43K	0.3%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$43K	0.3%
American Funds International Variable Annuity	Mutual Funds	—	—	$40K	0.3%
Fidelity VIP Freedom Target 2035 Variable Annuity	Mutual Funds	—	—	$40K	0.3%
Lincoln VIP T. Rowe Price Structured Variable Annuity	Other securities	—	—	$30K	0.2%
Lincoln VIP JPMorgan Retirement Income Variable Annuity	Other securities	—	—	$27K	0.2%
Lincoln VIP Bond Fund Variable Annuity	Other securities	—	—	$24K	0.2%
Lincoln VIP Blended Large Cap Growth Managed Volatility Variable Annuity	Other securities	—	—	$23K	0.2%
Lincoln VIP Blended Mid Cap Managed Volatility Variable Annuity	Other securities	—	—	$22K	0.2%
Lincoln VIP Social Awareness Variable Annuity	Other securities	—	—	$22K	0.2%
Lincoln VIP FT Emerging Market Eq Fund Variable Annuity	Other securities	—	—	$11K	<0.1%
Lincoln VIP T. Rowe Price 2020 Variable Annuity	Other securities	—	—	$11K	<0.1%