401(k) · DOL Form 5500 · 2022

Congress Asset Management Co. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
61
Participants Small participant base
86th
Percentile by assets National rank
$635,281
Avg per participant High balance/head
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Official DOL plan name: Congress Asset Management Co. 401(k) Plan · Sponsored by Congress Asset Management Co. · Massachusetts · Finance & Insurance

$39M in assets, 61 participants

Congress Asset Management Co.'s Congress Asset Management Co. 401(k) Plan reported $39M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,126 in Finance & Insurance (9,261 peers)

Where Congress Asset Management Co. 401(k) Plan sits by assets

Congress Asset Management Co. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 61 participants (~$635,281/participant), down 20.6% in 2022.

#7,126
in Finance & Insurance (9,261 peers)
-20.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Congress Asset Management Co. 401(k) Plan's outsized position by total assets

Congress Asset Management Co. 401(k) Plan vs every filed plan by assets

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

$38,752,125 Top 14% higher than 86% 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

Congress Asset Management Co. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Congress Asset Management Co. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 042848965 · Congress Asset Management Co. PY 2022 · 401(k)

Congress Asset Management Co. 401(k) Plan · $39M · 61 · 86th

  • EOY $39M
  • EOY 61
  • EOY 86th
  • EOY 401(k)
  • EOY near Ranger Energy Services 401(k) Plan
  • EOY ind #7126

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Congress Asset Management Co. 401(k) Plan in the asset neighbourhood

Utah Cancer Specialists, P.C. 401(k) Profit Sharing PlanUtah Cancer Specialists, P.C…$39MCongress Asset Management Co. 401(k) PlanCongress Asset Management Co…$39MRanger Energy Services 401(k) PlanRanger Energy Services 401(k…$39MCosco Fire Protection, Inc. 401(k) Savings PlanCosco Fire Protection, Inc. …$39MAmerican Hotel Register Company Incentive Savings PlanAmerican Hotel Register Comp…$39M
End-of-year total assets ($M) among Congress Asset Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$39M
Net Income-$10M
Employer EIN042848965
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Congress Asset Management Co.)

Sponsor-wide plan assets over time

All Congress Asset Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 64.73447327082063% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.8M $63.8M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 61 $39M
2023 1 63 $50M
2024 1 61 $64M

Nearby 401(k) Plans in Massachusetts

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

Congress Asset Management Co. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Congress Asset Management Co. 401(k) Plan, Total assets ($B): 0.038752125 · Participants: 61Congress Asset Management Co. 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
Congress Asset Management Co. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Congress Asset Management Co. 401(k) Plan side-by-side with 3 peers →

Congress Asset Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ranger Energy Services 401(k) Plan in TX ($39M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Congress Asset Management Co. 401(k) Plan assets move in 2022? ▼
Congress Asset Management Co. 401(k) Plan declined sharply - down 20.6% during 2022, from $49M to $39M. Reported net income was -$10M.
How have Congress Asset Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congress Asset Management Co.'s sponsor-wide assets grew 64.7%, from $39M to $64M.
Where does Congress Asset Management Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Congress Asset Management Co. 401(k) Plan ranks in the 86th 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 Congress Asset Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ranger Energy Services 401(k) Plan in TX ($39M, 1,891 participants).
Which 401(k) plans cover a similar participant headcount to Congress Asset Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants, $704K 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 042848965.

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.