401(k) · DOL Form 5500 · 2022

Ballard Mack Sales & Service, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
151
Participants Small participant base
69th
Percentile by assets National rank
$83,373
Avg per participant Below avg balance/head
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Official DOL plan name: Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan · Sponsored by Ballard Mack Sales & Service, Inc. · Massachusetts · Retail Trade

$13M in assets, 151 participants

Ballard Mack Sales & Service, Inc.'s Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #7,617 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan covers 151 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#7,617
in Retail Trade (9,519 peers)
-0.4%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,589,358 Top 31% higher than 69% 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

Ballard Mack Sales & Service, Inc. 401(k) 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. Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (151 participants).

Form 5500 schedule snapshot

Filing strip 042226643 · Ballard Mack Sales & Service, Inc. PY 2022 · 401(k)

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan · $13M · 151 · 69th

  • BOY $13M
  • SCH 151
  • EBSA 69th
  • PART 401(k)
  • TYPE near Spring-Green Lawn Care Corp. Savings and Investment Plan and Trust
  • NET ind #7617

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 →

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing PlanBallard Mack Sales & Service…$13MSpring-Green Lawn Care Corp. Savings and Investment Plan and TrustSpring-Green Lawn Care Corp.…$13MGunster 401(k) Plan for Associate AttorneysGunster 401(k) Plan for Asso…$13MLucidworks, Inc. 401(k) Plan$13MOphthalmology, Ltd. Profit Sharing PlanOphthalmology, Ltd. Profit S…$13M
End-of-year total assets ($M) among Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$45K
Employer EIN042226643
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballard Mack Sales & Service, Inc.)

Sponsor-wide plan assets over time

All Ballard Mack Sales & Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 42.738366801547784% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $18M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 151 $13M
2023 1 175 $15M
2024 1 179 $18M

Nearby 401(k) Plans in Massachusetts

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

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012589358 · Participants: 151Ballard Mack Sales & Service, Inc. 401(k) 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
Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Spring-Green Lawn Care Corp. Savings and Investment Plan and Trust in IL ($13M); by covered participants it is Kent Materials 401(k) in LA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.4% during 2022, from $13M to $13M. Reported net income was -$45K.
How have Ballard Mack Sales & Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballard Mack Sales & Service, Inc.'s sponsor-wide assets grew 42.7%, from $13M to $18M.
Which 401(k) plans are similar in size to Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spring-Green Lawn Care Corp. Savings and Investment Plan and Trust in IL ($13M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (151 participants, $263K 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 042226643.

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.