401(k) · DOL Form 5500 · 2022

The Bulfinch Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
58
Participants Small participant base
73rd
Percentile by assets National rank
$271,604
Avg per participant High balance/head
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Official DOL plan name: The Bulfinch Companies, Inc. 401(k) Plan and Trust · Sponsored by The Bulfinch Companies, Inc. · Massachusetts · Management of Enterprises

$16M in assets, 58 participants

The Bulfinch Companies, Inc.'s The Bulfinch Companies, Inc. 401(k) Plan and Trust reported $16M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #638 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, The Bulfinch Companies, Inc. 401(k) Plan and Trust ranks #638 of 1,193 2022 filers by assets (2257% of the sector average)-$16M for 58 participants.

#638
in Management of Enterprises (1,193 peers)
-14.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Bulfinch Companies, Inc. 401(k) Plan and Trust's outsized position by total assets

The Bulfinch Companies, Inc. 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,753,046 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Bulfinch Companies, Inc. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bulfinch Companies, Inc. 401(k) Plan and Trust is a small filing (58 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043254239 · The Bulfinch Companies, Inc. PY 2022 · 401(k)

The Bulfinch Companies, Inc. 401(k) Plan and Trust · $16M · 58 · 73rd

  • EBSA $16M
  • EBSA 58
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near First Guaranty 401(k) Plan
  • EBSA ind #638

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Massachusetts →

The Bulfinch Companies, Inc. 401(k) Plan and Trust in the asset neighbourhood

The Bulfinch Companies, Inc. 401(k) Plan and TrustThe Bulfinch Companies, Inc.…$16MFirst Guaranty 401(k) Plan$16MFrankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing PlanFrankfurt-Short-Bruza Associ…$16MQuali Tech, Inc. 401-K Profit Sharing PlanQuali Tech, Inc. 401-K Profi…$16MMarkey's Audio-Visual 401(k) PlanMarkey's Audio-Visual 401(k)…$16M
End-of-year total assets ($M) among The Bulfinch Companies, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN043254239
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bulfinch Companies, Inc.)

Sponsor-wide plan assets over time

All The Bulfinch Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 27.105945097855994% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.8M $20M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 58 $16M
2023 1 59 $19M
2024 1 61 $20M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Bulfinch Companies, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Bulfinch Companies, Inc. 401(k) Plan and Trust, Total assets ($B): 0.015753046 · Participants: 58The Bulfinch Companies, Inc. 401(k) Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The Bulfinch Companies, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Bulfinch Companies, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

The Bulfinch Companies, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is First Guaranty 401(k) Plan in TX ($16M); by covered participants it is Huron Community Bank 401(k) Plan in MI (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bulfinch Companies, Inc. 401(k) Plan and Trust assets move in 2022? ▼
The Bulfinch Companies, Inc. 401(k) Plan and Trust pulled back noticeably - down 14.2% during 2022, from $18M to $16M. Reported net income was -$3M.
How have The Bulfinch Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bulfinch Companies, Inc.'s sponsor-wide assets grew 27.1%, from $16M to $20M.
Which 401(k) plans are similar in size to The Bulfinch Companies, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Guaranty 401(k) Plan in TX ($16M, 633 participants).
Which 401(k) plans cover a similar participant headcount to The Bulfinch Companies, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Huron Community Bank 401(k) Plan in MI (58 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043254239.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.