401(k) · DOL Form 5500 · 2022

S.M. Lorusso & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
122
Participants Small participant base
77th
Percentile by assets National rank
$162,070
Avg per participant Above avg balance/head
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Official DOL plan name: S.M. Lorusso & Sons, Inc. 401(k) Plan · Sponsored by S.M. Lorusso & Sons, Inc. · Massachusetts · Mining & Oil Extraction

$20M in assets, 122 participants

S.M. Lorusso & Sons, Inc.'s S.M. Lorusso & Sons, Inc. 401(k) Plan reported $20M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #542 in Mining & Oil Extraction (892 peers)

Coverage in Massachusetts

S.M. Lorusso & Sons, Inc. 401(k) Plan covers 122 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#542
in Mining & Oil Extraction (892 peers)
-12.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

S.M. Lorusso & Sons, Inc. 401(k) Plan's outsized position by total assets

S.M. Lorusso & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$19,772,567 Top 23% higher than 77% 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

S.M. Lorusso & Sons, Inc. 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. S.M. Lorusso & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (122 participants).

Form 5500 schedule snapshot

Filing strip 042078853 · S.M. Lorusso & Sons, Inc. PY 2022 · 401(k)

S.M. Lorusso & Sons, Inc. 401(k) Plan · $20M · 122 · 77th

  • 5500 $20M
  • 5500 122
  • 5500 77th
  • 5500 401(k)
  • 5500 near Dragos, Inc. 401(k) Plan
  • 5500 ind #542

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 Mining & Oil Extraction retirement plans → · Plans in Massachusetts →

S.M. Lorusso & Sons, Inc. 401(k) Plan in the asset neighbourhood

S.M. Lorusso & Sons, Inc. 401(k) PlanS.M. Lorusso & Sons, Inc. 40…$20MDragos, Inc. 401(k) Plan$20MDmi 401(k) Retirement Plan$20MBoulder Radiologists Inc PC Employee Profit Sharing TrustBoulder Radiologists Inc PC …$20MAbrams Fensterman, LLP 401(k) Retirement PlanAbrams Fensterman, LLP 401(k…$20M
End-of-year total assets ($M) among S.M. Lorusso & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN042078853
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.M. Lorusso & Sons, Inc.)

Sponsor-wide plan assets over time

All S.M. Lorusso & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 29.123962508257023% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.8M $25.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 122 $20M
2023 1 125 $23M
2024 1 132 $26M

Nearby 401(k) Plans in Massachusetts

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

S.M. Lorusso & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants S.M. Lorusso & Sons, Inc. 401(k) Plan, Total assets ($B): 0.019772567 · Participants: 122S.M. Lorusso & Sons, 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
S.M. Lorusso & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare S.M. Lorusso & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

S.M. Lorusso & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dragos, Inc. 401(k) Plan in MD ($20M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 S.M. Lorusso & Sons, Inc. 401(k) Plan assets move in 2022? ▼
S.M. Lorusso & Sons, Inc. 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $23M to $20M. Reported net income was -$3M.
How have S.M. Lorusso & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.M. Lorusso & Sons, Inc.'s sponsor-wide assets grew 29.1%, from $20M to $26M.
Where does S.M. Lorusso & Sons, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
S.M. Lorusso & Sons, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to S.M. Lorusso & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dragos, Inc. 401(k) Plan in MD ($20M, 363 participants).
Which 401(k) plans cover a similar participant headcount to S.M. Lorusso & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 042078853.

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.