401(k) · DOL Form 5500 · 2022
Bmk Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $10K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $10,000
- Avg per participant Low balance/head
Official DOL plan name: Matrix Holdings Unlimited Trust · Sponsored by Bmk Associates, Inc. · Massachusetts · Construction
$10K in assets, 1 participants
Bmk Associates, Inc.'s Matrix Holdings Unlimited Trust reported $10K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #90 in Construction (9,927 peers)
What the 2022 filing shows
Matrix Holdings Unlimited Trust holds $10K for 1 participant - about $10,000 per participant, among the smaller plans by assets on file.
- #90
- in Construction (9,927 peers)
- +0.0%
- assets growth YoY
Matrix Holdings Unlimited Trust among the smaller filed plans by assets
Matrix Holdings Unlimited Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,000 1st percentile higher than 1% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Matrix Holdings Unlimited Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matrix Holdings Unlimited Trust is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 204407884 · Bmk Associates, Inc. PY 2022 · 401(k)
Matrix Holdings Unlimited Trust · $10K · 1 · 1st
- IND $10K
- IND 1
- IND 1st
- IND 401(k)
- IND near Bao Tool Company Retirement Plan
- IND ind #90
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 Construction retirement plans → · Plans in Massachusetts →
Matrix Holdings Unlimited Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $10K |
|---|---|
| Net Assets (End of Year) | $10K |
| Employer EIN | 204407884 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Matrix Holdings Unlimited Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Bao Tool Company Retirement Plan in CO ($10K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10K here).
- Bao Tool Company Retirement Plan (CO) $10K · 1
- Sanjay Hapani Inc. Retirement Plan (OK) $10K · 1
- Third Way Retirement Plan (TX) $10K · 1
- Chapas Management Corp. Retirement Plan (AZ) $10K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.