Seven Hills Foundation retirement plans

Seven Hills Foundation, Inc., Worcester, MA. EIN 04-3293659. Annual reports 2009–2024.

Seven Hills Foundation, Inc. has one active retirement plan on file, the Seven Hills Foundation Retirement Plan, with 1,492 participants and $57.9 million in assets in 2024. Transamerica has been its recordkeeper since 2015. No traditional pension plan appears in Seven Hills Foundation's filings since 2009.

Active plans: 1
Participants: 1,492
Plan assets: $57.9 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Other services

The plan

Seven Hills Foundation Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 04-3293659
Participants (2024): 1,492
Net assets (2024): $57.9 million
Recordkeeper: TransamericaEarlier: Security Financial Resources (2009–2014)
Plan administrator: Seven Hills Foundation, Inc.
81 Hope Avenue
Worcester, MA 01603
(508) 983-2901As filed for 2024
In effect since: January 1, 1997

Plans merged into this one: 403(b) Thrift Savings Plan for Employees of the Homestead Group (2011); Youth Opportunities Upheld, Inc. 403(b) Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,492	$57.9 million	Transamerica
2023	1,544	$50.7 million	Transamerica
2022	1,471	$41.0 million	Transamerica
2021	1,508	$41.8 million	Transamerica
2020	1,421	$43.0 million	Transamerica
2019	1,135	$33.2 million	Transamerica
2018	5,500	$30.5 million	Transamerica
2017	5,486	$28.1 million	Transamerica
2016	4,525	$26.0 million	Transamerica
2015	3,605	$23.1 million	Transamerica
2014	3,529	$23.1 million	Security Financial Resources
2013	3,750	$22.9 million	Security Financial Resources
2012	2,990	$15.2 million	Security Financial Resources
2011	3,020	$13.1 million	Security Financial Resources
2010	3,016	$12.5 million	Security Financial Resources
2009	1,877	$4.7 million	Security Financial Resources

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Seven Hills Foundation Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((508) 983-2901). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Seven Hills Foundation Retirement Plan

If you had money in one of these plans

What these numbers are

Other other services employers in MA