401(k)
2022 plan-year 401(k) DOL Form 5500

The Plymouth Rock Companies Savings and Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Plymouth Rock Assurance Corporation · Massachusetts · Finance & Insurance

What the 2023 filing shows

The Plymouth Rock Companies Savings and Investment Plan holds $383M for 1,818 participants — about $210,835 per participant, down 15.7% over the 2022 plan year.

$383M
total plan assets (2022 EOY)
1,818
covered participants
$210,835
avg assets per participant
-15.7%
assets change YoY

The plan reported a net loss of $71M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$383M
Participants
1,818
Industry
Finance & Insurance

What the Filing Says About The Plymouth Rock Companies Savings and Investment Plan

The Plymouth Rock Companies Savings and Investment Plan is a 401(k) retirement plan sponsored by Plymouth Rock Assurance Corporation, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $383M in total end-of-year assets and covers 1,818 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042800590, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $455M at the beginning of 2022 to $383M at year-end — a decline of 15.7%. Net assets (after liabilities) closed the year at $383M, with reported net income of $-71,369,113 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$455M
Total Assets (End of Year)$383M
Net Assets (End of Year)$383M
Net Income$-71,369,113
Plan Type401(k)
Employer EIN042800590
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plymouth Rock Assurance Corporation)

Year Plans Participants Total Assets
2022 1 1,818 $383M
2023 1 1,783 $450M
2024 1 1,890 $505M

Nearby 401(k) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the The Plymouth Rock Companies Savings and Investment Plan?
As of the 2022 Form 5500 filing, The Plymouth Rock Companies Savings and Investment Plan holds $383M in total assets with 1,818 participants. It is sponsored by Plymouth Rock Assurance Corporation.
What type of plan is The Plymouth Rock Companies Savings and Investment Plan?
The Plymouth Rock Companies Savings and Investment Plan is a 401(k) plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 042800590.
Who sponsors the The Plymouth Rock Companies Savings and Investment Plan?
The Plymouth Rock Companies Savings and Investment Plan is sponsored by Plymouth Rock Assurance Corporation, located in Massachusetts. The sponsor's EIN is 042800590 and the plan operates in the Finance & Insurance industry.
How did The Plymouth Rock Companies Savings and Investment Plan perform in 2022?
The Plymouth Rock Companies Savings and Investment Plan declined by 15.7% during 2022, moving from $455M to $383M in total assets. Net income was $-71,369,113.
Where can I find official filings for The Plymouth Rock Companies Savings and Investment Plan?
Official Form 5500 filings for The Plymouth Rock Companies Savings and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042800590 or plan name at efast.dol.gov.
How does The Plymouth Rock Companies Savings and Investment Plan compare to other plans?
You can compare The Plymouth Rock Companies Savings and Investment Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042800590.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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