401(k) · DOL Form 5500 · 2022

Norwood Subaru, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
63
Participants Small participant base
62nd
Percentile by assets National rank
$135,309
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Norwood Subaru, Inc. 401(k) Plan · Sponsored by Norwood Subaru, Inc. · Massachusetts · Retail Trade

$9M in assets, 63 participants

Norwood Subaru, Inc.'s Norwood Subaru, Inc. 401(k) Plan reported $9M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,888 in Retail Trade (9,519 peers)

Norwood Subaru, Inc. multi-year trail

Norwood Subaru, Inc.'s plans moved +15.3% in assets from 2022 to 2023; this filing shows Norwood Subaru, Inc. 401(k) Plan at $9M / 63 participants.

#6,888
in Retail Trade (9,519 peers)
-29.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norwood Subaru, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Norwood Subaru, Inc. 401(k) Plan vs every filed plan by assets

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

$8,524,479 Top 38% higher than 62% 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

Norwood Subaru, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norwood Subaru, Inc. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 042519486 · Norwood Subaru, Inc. PY 2022 · 401(k)

Norwood Subaru, Inc. 401(k) Plan · $9M · 63 · 62nd

  • PHOTO $9M
  • PHOTO 63
  • PHOTO 62nd
  • PHOTO 401(k)
  • PHOTO near Prairie Knights Casino 401(k) Plan
  • PHOTO ind #6888

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 Retail Trade retirement plans → · Plans in Massachusetts →

Norwood Subaru, Inc. 401(k) Plan in the asset neighbourhood

Axinn, Veltrop & Harkrider LLP 401(k) Retirement PlanAxinn, Veltrop & Harkrider L…$9MNorwood Subaru, Inc. 401(k) PlanNorwood Subaru, Inc. 401(k) …$9MPrairie Knights Casino 401(k) PlanPrairie Knights Casino 401(k…$9MDean Vistnes Md Inc 401(k) PlanDean Vistnes Md Inc 401(k) P…$9MSummitville Tiles, Inc Retirement Savings PlanSummitville Tiles, Inc Retir…$9M
End-of-year total assets ($M) among Norwood Subaru, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Norwood Subaru, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Norwood Subaru, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.346803012829287% vs 2022
2023 filing year
$8M$8.5M$9M$9.5M$10M 20222023 $8.52M $9.83M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 63 $9M
2023 1 59 $10M

Norwood Subaru, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN042519486
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Norwood Subaru, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Norwood Subaru, Inc. 401(k) Plan, Total assets ($B): 0.008524479 · Participants: 63Norwood Subaru, Inc. 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
Norwood Subaru, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norwood Subaru, Inc. 401(k) Plan side-by-side with 3 peers →

Norwood Subaru, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Prairie Knights Casino 401(k) Plan in ND ($9M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

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 Norwood Subaru, Inc. 401(k) Plan assets move in 2022? ▼
Norwood Subaru, Inc. 401(k) Plan declined sharply - down 29.1% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Norwood Subaru, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Norwood Subaru, Inc.'s sponsor-wide assets grew 15.3%, from $9M to $10M.
Which 401(k) plans are similar in size to Norwood Subaru, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prairie Knights Casino 401(k) Plan in ND ($9M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Norwood Subaru, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M 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 042519486.

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.