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

W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN

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

W. E. AUBUCHON CO., INC.

This 401(k) plan holds $43M in total assets and serves 1,238 participants as of 2022. It is sponsored by W. E. AUBUCHON CO., INC. in Massachusetts. The plan reported a net loss of $11M for the year.

Total Assets (2023)
$43M
Participants
1,238
Industry
Retail Trade

What the Filing Says About W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN

W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by W. E. AUBUCHON CO., INC., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 1,238 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 041050290, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2022 to $43M at year-end — a decline of 20.3%. Net assets (after liabilities) closed the year at $43M, with reported net income of $-10,864,860 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)$54M
Total Assets (End of Year)$43M
Net Assets (End of Year)$43M
Net Income$-10,864,860
Plan Type401(k)
Employer EIN041050290
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. E. AUBUCHON CO., INC.)

Year Plans Participants Total Assets
2022 1 1,238 $43M
2023 1 1,394 $52M
2024 1 1,416 $58M

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Frequently Asked Questions

How much money is in the W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN?
As of the 2022 Form 5500 filing, W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN holds $43M in total assets with 1,238 participants. It is sponsored by W. E. AUBUCHON CO., INC..
What type of plan is W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN?
W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 041050290.
Who sponsors the W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN?
W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN is sponsored by W. E. AUBUCHON CO., INC., located in Massachusetts. The sponsor's EIN is 041050290 and the plan operates in the Retail Trade industry.
How did W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN perform in 2022?
W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN declined by 20.3% during 2022, moving from $54M to $43M in total assets. Net income was $-10,864,860.
Where can I find official filings for W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN?
Official Form 5500 filings for W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041050290 or plan name at efast.dol.gov.
How does W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN compare to other plans?
You can compare W. E. AUBUCHON CO., INC. 401(K) RETIREMENT 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 041050290.

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 official public datasets. See our methodology for details.