401(k) · DOL Form 5500 · 2022

Fiduciary Trust Company 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
132
Participants Small participant base
88th
Percentile by assets National rank
$365,654
Avg per participant High balance/head
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Official DOL plan name: Fiduciary Trust Company Profit Sharing Plan · Sponsored by Fiduciary Trust Company · Massachusetts · Finance & Insurance

$48M in assets, 132 participants

Fiduciary Trust Company's Fiduciary Trust Company Profit Sharing Plan reported $48M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,432 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Fiduciary Trust Company Profit Sharing Plan covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $48M.

#7,432
in Finance & Insurance (9,261 peers)
-22.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fiduciary Trust Company Profit Sharing Plan's outsized position by total assets

Fiduciary Trust Company Profit Sharing Plan vs every filed plan by assets

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

$48,266,377 Top 12% higher than 88% 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

Fiduciary Trust Company Profit Sharing 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. Fiduciary Trust Company Profit Sharing Plan sits mid-pack in the medium band (132 participants).

DOL schedule card

Filing strip 041309690 · Fiduciary Trust Company PY 2022 · 401(k)

Fiduciary Trust Company Profit Sharing Plan · $48M · 132 · 88th

  • PHOTO $48M
  • PHOTO 132
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Fisher Brothers Employees' Savings Plan
  • PHOTO ind #7432

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Fiduciary Trust Company Profit Sharing Plan in the asset neighbourhood

Fiduciary Trust Company Profit Sharing PlanFiduciary Trust Company Prof…$48MFisher Brothers Employees' Savings PlanFisher Brothers Employees' S…$48MKing Ranch, Inc. 401(k) Employee Retirement Savings PlanKing Ranch, Inc. 401(k) Empl…$48MZeigler Auto Group, Inc. Employee's 401(k) PlanZeigler Auto Group, Inc. Emp…$48MThe Atp Group, Inc. Profit Sharing Retirement Plan and TrustThe Atp Group, Inc. Profit S…$48M
End-of-year total assets ($M) among Fiduciary Trust Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$48M
Net Income-$14M
Employer EIN041309690
Plan Effective Date1957-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Trust Company)

Sponsor-wide plan assets over time

All Fiduciary Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$68M 41.141146765583834% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.3M $68.1M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 132 $48M
2023 1 141 $60M
2024 1 151 $68M

Nearby 401(k) Plans in Massachusetts

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

Fiduciary Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Fiduciary Trust Company Profit Sharing Plan, Total assets ($B): 0.048266377 · Participants: 132Fiduciary Trust Company Profit Sharing 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
Fiduciary Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Fiduciary Trust Company Profit Sharing Plan side-by-side with 3 peers →

Fiduciary Trust Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fisher Brothers Employees' Savings Plan in NY ($48M); by covered participants it is Acs 401(k) Plan in MN (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Fiduciary Trust Company Profit Sharing Plan assets move in 2022? ▼
Fiduciary Trust Company Profit Sharing Plan declined sharply - down 22.1% during 2022, from $62M to $48M. Reported net income was -$14M.
How have Fiduciary Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Trust Company's sponsor-wide assets grew 41.1%, from $48M to $68M.
Where does Fiduciary Trust Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fiduciary Trust Company Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fiduciary Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fisher Brothers Employees' Savings Plan in NY ($48M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Fiduciary Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acs 401(k) Plan in MN (132 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 041309690.

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.