401(k) · DOL Form 5500 · 2022

Samuels & Associates Management LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
147
Participants Small participant base
63rd
Percentile by assets National rank
$60,877
Avg per participant Low balance/head
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Official DOL plan name: Samuels & Associates 401(k) Plan · Sponsored by Samuels & Associates Management LLC · Massachusetts · Real Estate

$9M in assets, 147 participants

Samuels & Associates Management LLC's Samuels & Associates 401(k) Plan reported $9M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,960 in Real Estate (5,057 peers)

Coverage in Massachusetts

Samuels & Associates 401(k) Plan covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#3,960
in Real Estate (5,057 peers)
-17.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samuels & Associates 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Samuels & Associates 401(k) Plan vs every filed plan by assets

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

$8,948,936 Top 37% higher than 63% 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

Samuels & Associates 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. Samuels & Associates 401(k) Plan sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 043448016 · Samuels & Associates Management LLC PY 2022 · 401(k)

Samuels & Associates 401(k) Plan · $9M · 147 · 63rd

  • EIN $9M
  • EIN 147
  • EIN 63rd
  • EIN 401(k)
  • EIN near The Humphrey Companies 401(k) Plan
  • EIN ind #3960

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 Real Estate retirement plans → · Plans in Massachusetts →

Samuels & Associates 401(k) Plan in the asset neighbourhood

Samuels & Associates 401(k) PlanSamuels & Associates 401(k) …$9MThe Humphrey Companies 401(k) PlanThe Humphrey Companies 401(k…$9MSolutionhealth & Elliot Health System 401(k) Savings PlanSolutionhealth & Elliot Heal…$9MCredit Bureau of Greater Greensboro 401(k) Profit Sharing PlanCredit Bureau of Greater Gre…$9MZeller+Gmelin 401(k) Profit Sharing PlanZeller+Gmelin 401(k) Profit …$9M
End-of-year total assets ($M) among Samuels & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN043448016
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuels & Associates Management LLC)

Sponsor-wide plan assets over time

All Samuels & Associates Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 66.87695609846801% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.95M $14.9M ▲ +66.8%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 137 $12M
2024 1 142 $15M

Nearby 401(k) Plans in Massachusetts

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

Samuels & Associates 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Samuels & Associates 401(k) Plan, Total assets ($B): 0.008948936 · Participants: 147Samuels & Associates 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
Samuels & Associates 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Samuels & Associates 401(k) Plan side-by-side with 3 peers →

Samuels & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Humphrey Companies 401(k) Plan in MD ($9M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

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 Samuels & Associates 401(k) Plan assets move in 2022? ▼
Samuels & Associates 401(k) Plan declined sharply - down 17.1% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Samuels & Associates Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuels & Associates Management LLC's sponsor-wide assets grew 66.9%, from $9M to $15M.
Which 401(k) plans are similar in size to Samuels & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Humphrey Companies 401(k) Plan in MD ($9M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Samuels & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M 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 043448016.

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.