401(k) · DOL Form 5500 · 2022

The Norfolk Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
177
Participants Small participant base
63rd
Percentile by assets National rank
$51,592
Avg per participant Low balance/head
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Official DOL plan name: Norfolk Companies 401(k) Plan · Sponsored by The Norfolk Companies, Inc. · Massachusetts · Wholesale Trade

$9M in assets, 177 participants

The Norfolk Companies, Inc.'s Norfolk Companies 401(k) Plan reported $9M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,757 in Wholesale Trade (6,843 peers)

Coverage in Massachusetts

Norfolk Companies 401(k) Plan covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#3,757
in Wholesale Trade (6,843 peers)
-16.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norfolk Companies 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Norfolk Companies 401(k) Plan vs every filed plan by assets

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

$9,131,704 Top 37% higher than 63% 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

Norfolk Companies 401(k) 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. Norfolk Companies 401(k) Plan sits mid-pack in the medium band (177 participants).

Published 5500 schedule card

Filing strip 042424377 · The Norfolk Companies, Inc. PY 2022 · 401(k)

Norfolk Companies 401(k) Plan · $9M · 177 · 63rd

  • ASSETS $9M
  • ASSETS 177
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Epic Consolidated Operations, LLC 401(k) Plan
  • ASSETS ind #3757

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Norfolk Companies 401(k) Plan in the asset neighbourhood

Norfolk Companies 401(k) Plan$9MEpic Consolidated Operations, LLC 401(k) PlanEpic Consolidated Operations…$9MHabberstad Motorsport, Inc. 401(k) Profit Sharing PlanHabberstad Motorsport, Inc. …$9MSunil Gupta, M.D., L.L.C. Profit Sharing PlanSunil Gupta, M.D., L.L.C. Pr…$9MExzac, Inc Retirement Plan$9M
End-of-year total assets ($M) among Norfolk Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN042424377
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Norfolk Companies, Inc.)

Sponsor-wide plan assets over time

All The Norfolk Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.957131768616236% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.13M $12.8M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 177 $9M
2023 1 203 $11M
2024 1 199 $13M

Nearby 401(k) Plans in Massachusetts

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

Norfolk Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Norfolk Companies 401(k) Plan, Total assets ($B): 0.009131704 · Participants: 177Norfolk Companies 401(k) 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
Norfolk Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norfolk Companies 401(k) Plan side-by-side with 3 peers →

Norfolk Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Epic Consolidated Operations, LLC 401(k) Plan in TX ($9M); by covered participants it is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Norfolk Companies 401(k) Plan assets move in 2022? ▼
Norfolk Companies 401(k) Plan declined sharply - down 16.3% during 2022, from $11M to $9M. Reported net income was -$2M.
How have The Norfolk Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Norfolk Companies, Inc.'s sponsor-wide assets grew 40.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Norfolk Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epic Consolidated Operations, LLC 401(k) Plan in TX ($9M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Norfolk Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants, $4M 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 042424377.

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.