401(k) · DOL Form 5500 · 2022

By Appointment Only 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
143
Participants Small participant base
60th
Percentile by assets National rank
$56,238
Avg per participant Low balance/head
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Official DOL plan name: By Appointment Only 401(k) Plan · Sponsored by By Appointment Only · Massachusetts · Administrative & Support Services

$8M in assets, 143 participants

By Appointment Only's By Appointment Only 401(k) Plan reported $8M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,937 in Administrative & Support Services (4,927 peers)

Coverage in Massachusetts

By Appointment Only 401(k) Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#3,937
in Administrative & Support Services (4,927 peers)
-13.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

By Appointment Only 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

By Appointment Only 401(k) Plan vs every filed plan by assets

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

$8,042,037 Top 40% higher than 60% 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

By Appointment Only 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. By Appointment Only 401(k) Plan sits mid-pack in the medium band (143 participants).

Published 5500 schedule card

Filing strip 043462585 · By Appointment Only PY 2022 · 401(k)

By Appointment Only 401(k) Plan · $8M · 143 · 60th

  • EOY $8M
  • EOY 143
  • EOY 60th
  • EOY 401(k)
  • EOY near American Beverage Corporation Retirement Savings Plan
  • EOY ind #3937

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

By Appointment Only 401(k) Plan in the asset neighbourhood

By Appointment Only 401(k) PlanBy Appointment Only 401(k) P…$8MAmerican Beverage Corporation Retirement Savings PlanAmerican Beverage Corporatio…$8MRensa Filtration Retirement Savings PlanRensa Filtration Retirement …$8MBuffalo Marine Service, Inc. 401(k) PlanBuffalo Marine Service, Inc.…$8MElectro Impulse Laboratory, Inc. Employees' Profit Sharing PlanElectro Impulse Laboratory, …$8M
End-of-year total assets ($M) among By Appointment Only 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN043462585
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (By Appointment Only)

Sponsor-wide plan assets over time

All By Appointment Only plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.462982202146044% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.04M $11.3M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 1 138 $10M
2024 1 119 $11M

Nearby 401(k) Plans in Massachusetts

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

By Appointment Only 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants By Appointment Only 401(k) Plan, Total assets ($B): 0.008042037 · Participants: 143By Appointment Only 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
By Appointment Only 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare By Appointment Only 401(k) Plan side-by-side with 3 peers →

By Appointment Only 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is American Beverage Corporation Retirement Savings Plan in PA ($8M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 By Appointment Only 401(k) Plan assets move in 2022? ▼
By Appointment Only 401(k) Plan pulled back noticeably - down 13.5% during 2022, from $9M to $8M. Reported net income was -$1M.
How have By Appointment Only plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), By Appointment Only's sponsor-wide assets grew 40.5%, from $8M to $11M.
Which 401(k) plans are similar in size to By Appointment Only 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Beverage Corporation Retirement Savings Plan in PA ($8M, 192 participants).
Which 401(k) plans cover a similar participant headcount to By Appointment Only 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 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 043462585.

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.