401(k) · DOL Form 5500 · 2022

Medford Wellington Service Co., Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
119
Participants Small participant base
65th
Percentile by assets National rank
$85,923
Avg per participant Below avg balance/head
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Official DOL plan name: Medford Wellington, Inc. 401(k) and Profit Sharing Plan · Sponsored by Medford Wellington Service Co., Inc. · Massachusetts · Construction

$10M in assets, 119 participants

Medford Wellington Service Co., Inc.'s Medford Wellington, Inc. 401(k) and Profit Sharing Plan reported $10M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,457 in Construction (9,927 peers)

Coverage in Massachusetts

Medford Wellington, Inc. 401(k) and Profit Sharing Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#6,457
in Construction (9,927 peers)
-13.1%
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.

Medford Wellington, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$10,224,815 Top 35% higher than 65% 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

Medford Wellington, Inc. 401(k) and 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. Medford Wellington, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (119 participants).

DOL schedule card

Filing strip 042478203 · Medford Wellington Service Co., Inc. PY 2022 · 401(k)

Medford Wellington, Inc. 401(k) and Profit Sharing Plan · $10M · 119 · 65th

  • EBSA $10M
  • PART 119
  • TYPE 65th
  • NET 401(k)
  • BOOK near The Collected Group Company, LLC Retirement Plan
  • VS-ST ind #6457

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 Construction retirement plans → · Plans in Massachusetts →

Medford Wellington, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Vacation Innovations, LLC 401(k) PlanVacation Innovations, LLC 40…$10MMedford Wellington, Inc. 401(k) and Profit Sharing PlanMedford Wellington, Inc. 401…$10MThe Collected Group Company, LLC Retirement PlanThe Collected Group Company,…$10MRhino Linings 401(k) Retirement Savings PlanRhino Linings 401(k) Retirem…$10MPalo Alto Dental Group 401(k) PlanPalo Alto Dental Group 401(k…$10M
End-of-year total assets ($M) among Medford Wellington, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN042478203
Plan Effective Date1973-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Medford Wellington Service Co., Inc.)

Sponsor-wide plan assets over time

All Medford Wellington Service Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 53.14537231235968% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.7M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 119 $10M
2023 1 127 $13M
2024 1 100 $16M

Nearby 401(k) Plans in Massachusetts

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

Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Medford Wellington, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.010224815 · Participants: 119Medford Wellington, Inc. 401(k) and 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
Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Medford Wellington, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Medford Wellington, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Collected Group Company, LLC Retirement Plan in CA ($10M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Medford Wellington, Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Medford Wellington, Inc. 401(k) and Profit Sharing Plan pulled back noticeably - down 13.1% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Medford Wellington Service Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medford Wellington Service Co., Inc.'s sponsor-wide assets grew 53.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Medford Wellington, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Collected Group Company, LLC Retirement Plan in CA ($10M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Medford Wellington, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 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 042478203.

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.