401(k) · DOL Form 5500 · 2022

Canonical USA 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
174
Participants Small participant base
73rd
Percentile by assets National rank
$89,482
Avg per participant Below avg balance/head
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Official DOL plan name: Canonical USA 401(k) Profit Sharing Plan & Trust · Sponsored by Canonical USA · Massachusetts · Professional & Technical Services

$16M in assets, 174 participants

Canonical USA's Canonical USA 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,703 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Canonical USA 401(k) Profit Sharing Plan & Trust covers 174 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#15,703
in Professional & Technical Services (21,562 peers)
-15.0%
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.

Canonical USA 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Canonical USA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,569,822 Top 27% higher than 73% 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

Canonical USA 401(k) Profit Sharing Plan & Trust 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. Canonical USA 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (174 participants).

EBSA filing schedule strip

Filing strip 261194348 · Canonical USA PY 2022 · 401(k)

Canonical USA 401(k) Profit Sharing Plan & Trust · $16M · 174 · 73rd

  • 5500 $16M
  • ASSETS 174
  • PCT 73rd
  • EIN 401(k)
  • RANK near The University of New Mexico Foundation 403(b)
  • PHOTO ind #15703

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Canonical USA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Canonical USA 401(k) Profit Sharing Plan & TrustCanonical USA 401(k) Profit …$16MThe University of New Mexico Foundation 403(b)The University of New Mexico…$16MSonida Senior Living 401(k) PlanSonida Senior Living 401(k) …$16MPsyop Productions, LLC 401(k) PlanPsyop Productions, LLC 401(k…$16MDrew Marine Employee Savings PlanDrew Marine Employee Savings…$16M
End-of-year total assets ($M) among Canonical USA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN261194348
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Canonical USA)

Sponsor-wide plan assets over time

All Canonical USA plans reported in each filing year

Latest sponsor-wide plan assets
$24M 53.135726278694776% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.6M $23.8M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 174 $16M
2023 1 190 $20M
2024 1 198 $24M

Nearby 401(k) Plans in Massachusetts

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

Canonical USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Canonical USA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.015569822 · Participants: 174Canonical USA 401(k) Profit Sharing Plan & TrustFidelity 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
Canonical USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Canonical USA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Canonical USA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The University of New Mexico Foundation 403(b) in NM ($16M); by covered participants it is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Canonical USA 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Canonical USA 401(k) Profit Sharing Plan & Trust declined sharply - down 15.0% during 2022, from $18M to $16M. Reported net income was -$3M.
How have Canonical USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Canonical USA's sponsor-wide assets grew 53.1%, from $16M to $24M.
Which 401(k) plans are similar in size to Canonical USA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The University of New Mexico Foundation 403(b) in NM ($16M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Canonical USA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 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 261194348.

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.