401(k) · DOL Form 5500 · 2022

Balise Motor Sales Company 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,124
Participants Near avg headcount
84th
Percentile by assets National rank
$28,329
Avg per participant Low balance/head
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Official DOL plan name: Balise Motor Sales Company 401(k) Retirement Plan · Sponsored by Balise Motor Sales Company · Massachusetts · Retail Trade

$32M in assets, 1,124 participants

Balise Motor Sales Company's Balise Motor Sales Company 401(k) Retirement Plan reported $32M in total assets and 1,124 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,651 in Retail Trade (9,519 peers)

Where Balise Motor Sales Company 401(k) Retirement Plan sits by assets

Balise Motor Sales Company 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 1,124 participants (~$28,329/participant), down 12.3% in 2022.

#8,651
in Retail Trade (9,519 peers)
-12.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balise Motor Sales Company 401(k) Retirement Plan's outsized position by total assets

Balise Motor Sales Company 401(k) Retirement Plan vs every filed plan by assets

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

$31,841,681 Top 16% higher than 84% 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

Balise Motor Sales Company 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balise Motor Sales Company 401(k) Retirement Plan lands in the large band (1,124 participants).

Form 5500 schedule snapshot

Filing strip 550811490 · Balise Motor Sales Company PY 2022 · 401(k)

Balise Motor Sales Company 401(k) Retirement Plan · $32M · 1,124 · 84th

  • PCT $32M
  • PCT 1,124
  • PCT 84th
  • PCT 401(k)
  • PCT near Sheet Metal Workers Local Union No. 263 Retirement Savings Plan
  • PCT ind #8651

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 →

Balise Motor Sales Company 401(k) Retirement Plan in the asset neighbourhood

Balise Motor Sales Company 401(k) Retirement PlanBalise Motor Sales Company 4…$32MSheet Metal Workers Local Union No. 263 Retirement Savings PlanSheet Metal Workers Local Un…$32MDrive Shack and American Golf 401(k) Retirement Savings PlanDrive Shack and American Gol…$32MBrunini, Grantham, Grower & Hewes, PLLC Retirement PlanBrunini, Grantham, Grower & …$32MDickinson County Healthcare System 401(k) PlanDickinson County Healthcare …$32M
End-of-year total assets ($M) among Balise Motor Sales Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN550811490
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balise Motor Sales Company)

Sponsor-wide plan assets over time

All Balise Motor Sales Company plans reported in each filing year

Latest sponsor-wide plan assets
$45M 41.13249234548892% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.8M $44.9M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 1,124 $32M
2023 1 1,249 $38M
2024 1 1,364 $45M

Nearby 401(k) Plans in Massachusetts

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

Balise Motor Sales Company 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Balise Motor Sales Company 401(k) Retirement Plan, Total assets ($B): 0.031841681 · Participants: 1124Balise Motor Sales Company 401(k) Retirement 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
Balise Motor Sales Company 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Balise Motor Sales Company 401(k) Retirement Plan side-by-side with 3 peers →

Balise Motor Sales Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sheet Metal Workers Local Union No. 263 Retirement Savings Plan in IA ($32M); by covered participants it is Lifelong Learner Holdings 401(k) Plan in CA (1,124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,124 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 Balise Motor Sales Company 401(k) Retirement Plan assets move in 2022? ▼
Balise Motor Sales Company 401(k) Retirement Plan pulled back noticeably - down 12.3% during 2022, from $36M to $32M. Reported net income was -$4M.
How have Balise Motor Sales Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balise Motor Sales Company's sponsor-wide assets grew 41.1%, from $32M to $45M.
Where does Balise Motor Sales Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Balise Motor Sales Company 401(k) Retirement Plan ranks in the 84th 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 Balise Motor Sales Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheet Metal Workers Local Union No. 263 Retirement Savings Plan in IA ($32M, 503 participants).
Which 401(k) plans cover a similar participant headcount to Balise Motor Sales Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifelong Learner Holdings 401(k) Plan in CA (1,124 participants, $61M 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 550811490.

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.