401(k) · DOL Form 5500 · 2022

N R Underwood & Sons 401(k) Plan

Data updated 2026-08-25

$185K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$61,589
Avg per participant Low balance/head
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Official DOL plan name: N R Underwood & Sons 401(k) Profit Sharing Plan & Trust · Sponsored by N R Underwood & Sons · Massachusetts · Retail Trade

$185K in assets, 3 participants

N R Underwood & Sons's N R Underwood & Sons 401(k) Profit Sharing Plan & Trust reported $185K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,422 in Retail Trade (9,519 peers)

2022 asset change

N R Underwood & Sons 401(k) Profit Sharing Plan & Trust contracted severely 44.9% in 2022 ($335K → $185K) for 3 participants.

#1,422
in Retail Trade (9,519 peers)
-44.9%
assets change YoY

The plan reported a net loss of $151K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

N R Underwood & Sons 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

N R Underwood & Sons 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$184,766 10th percentile higher than 10% 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

N R Underwood & Sons 401(k) Profit Sharing Plan & 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. N R Underwood & Sons 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 042215268 · N R Underwood & Sons PY 2022 · 401(k)

N R Underwood & Sons 401(k) Profit Sharing Plan & Trust · $185K · 3 · 10th

  • NET $185K
  • BOOK 3
  • VS-ST 10th
  • BOY 401(k)
  • SCH near Simmons Financial Services Retirement Plan
  • EBSA ind #1422

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 Retail Trade retirement plans → · Plans in Massachusetts →

N R Underwood & Sons 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

N R Underwood & Sons 401(k) Profit Sharing Plan & TrustN R Underwood & Sons 401(k) …$185KSimmons Financial Services Retirement PlanSimmons Financial Services R…$185KNorth Texas Home Health Care, Inc. Retirement PlanNorth Texas Home Health Care…$185KThe Alderman Group, Inc. 401(k) Profit Sharing PlanThe Alderman Group, Inc. 401…$185KDurango Ventures Inc 401(k) PlanDurango Ventures Inc 401(k) …$185K
End-of-year total assets ($M) among N R Underwood & Sons 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

N R Underwood & Sons years around the 2022 move

Sponsor-wide plan assets over time

All N R Underwood & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$168K 9.000573698624207% vs 2022
2023 filing year
$0.17M$0.17M$0.18M$0.18M$0.19M 20222023 $0.18M $0.17M ▼ -5.6%
Year Plans Participants Total Assets
2022 1 3 $185K
2023 2 3 $168K

2022 asset-move particulars

Total Assets (Beginning of Year)$335K
Net Assets (End of Year)$185K
Net Income-$151K
Employer EIN042215268
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

N R Underwood & Sons 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants N R Underwood & Sons 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000184766 · Participants: 3N R Underwood & Sons 401(k) Profit Sharing Plan & 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
N R Underwood & Sons 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare N R Underwood & Sons 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

N R Underwood & Sons 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Simmons Financial Services Retirement Plan in IL ($185K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 N R Underwood & Sons 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
N R Underwood & Sons 401(k) Profit Sharing Plan & Trust contracted severely - down 44.9% during 2022, from $335K to $185K. Reported net income was -$151K.
How have N R Underwood & Sons plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), N R Underwood & Sons's sponsor-wide assets declined 9.0%, from $185K to $168K.
Where does N R Underwood & Sons 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
N R Underwood & Sons 401(k) Profit Sharing Plan & Trust ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to N R Underwood & Sons 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Simmons Financial Services Retirement Plan in IL ($185K, 1 participant).
Which 401(k) plans cover a similar participant headcount to N R Underwood & Sons 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 042215268.

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.