401(k) · DOL Form 5500 · 2022

Everett Management Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
168
Participants Small participant base
67th
Percentile by assets National rank
$66,358
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kappy's Retirement and 401(k) Savings Plan · Sponsored by Everett Management Corporation · Massachusetts · Retail Trade

$11M in assets, 168 participants

Everett Management Corporation's Kappy's Retirement and 401(k) Savings Plan reported $11M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #7,398 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Kappy's Retirement and 401(k) Savings Plan covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#7,398
in Retail Trade (9,519 peers)
-21.9%
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.

Kappy's Retirement and 401(k) Savings Plan's outsized position by total assets

Kappy's Retirement and 401(k) Savings Plan vs every filed plan by assets

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

$11,148,210 Top 33% higher than 67% 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

Kappy's Retirement and 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kappy's Retirement and 401(k) Savings Plan sits mid-pack in the medium band (168 participants).

Form 5500 schedule snapshot

Filing strip 042550501 · Everett Management Corporation PY 2022 · 401(k)

Kappy's Retirement and 401(k) Savings Plan · $11M · 168 · 67th

  • ASSETS $11M
  • PCT 168
  • EIN 67th
  • RANK 401(k)
  • PHOTO near Kestrel Engineering Group Plan
  • IND ind #7398

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 →

Kappy's Retirement and 401(k) Savings Plan in the asset neighbourhood

Kappy's Retirement and 401(k) Savings PlanKappy's Retirement and 401(k…$11MKestrel Engineering Group PlanKestrel Engineering Group Pl…$11MThe Iris Group, Inc. 401(k) Retirement Savings PlanThe Iris Group, Inc. 401(k) …$11MAtlas Construction Supply, Inc. Retirement Savings PlanAtlas Construction Supply, I…$11MTransforming Age 403(b) Retirement PlanTransforming Age 403(b) Reti…$11M
End-of-year total assets ($M) among Kappy's Retirement and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN042550501
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everett Management Corporation)

Sponsor-wide plan assets over time

All Everett Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $11.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 168 $11M
2023 1 159 N/A

Nearby 401(k) Plans in Massachusetts

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

Kappy's Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Kappy's Retirement and 401(k) Savings Plan, Total assets ($B): 0.01114821 · Participants: 168Kappy's Retirement and 401(k) Savings PlanFidelity 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
Kappy's Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kappy's Retirement and 401(k) Savings Plan side-by-side with 3 peers →

Kappy's Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kestrel Engineering Group Plan in WA ($11M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Kappy's Retirement and 401(k) Savings Plan assets move in 2022? ▼
Kappy's Retirement and 401(k) Savings Plan declined sharply - down 21.9% during 2022, from $14M to $11M. Reported net income was -$3M.
Which 401(k) plans are similar in size to Kappy's Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kestrel Engineering Group Plan in WA ($11M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Kappy's Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 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 042550501.

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.