401(k) · DOL Form 5500 · 2022
Sullivan & Worcester LLP 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 204
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $501,906
- Avg per participant High balance/head
Official DOL plan name: Sullivan & Worcester LLP Savings and Investment Plan · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services
$102M in assets, 204 participants
Sullivan & Worcester LLP's Sullivan & Worcester LLP Savings and Investment Plan reported $102M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,262 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Sullivan & Worcester LLP Savings and Investment Plan covers 204 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $102M.
- #20,262
- in Professional & Technical Services (21,562 peers)
- -18.4%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sullivan & Worcester LLP Savings and Investment Plan's outsized position by total assets
Sullivan & Worcester LLP Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$102,388,854 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sullivan & Worcester LLP Savings and Investment 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. Sullivan & Worcester LLP Savings and Investment Plan sits mid-pack in the medium band (204 participants).
Form 5500 schedule snapshot
Filing strip 042387531 · Sullivan & Worcester LLP PY 2022 · 401(k)
Sullivan & Worcester LLP Savings and Investment Plan · $102M · 204 · 93rd
- IND $102M
- EOY 204
- 5500 93rd
- ASSETS 401(k)
- PCT near Cutco Corporation Salaried Employees' Saving Plan
- EIN ind #20262
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Sullivan & Worcester LLP Savings and Investment Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$24M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan & Worcester LLP)
Sponsor-wide plan assets over time
All Sullivan & Worcester LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 17.902557091527118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 431 | $202M |
| 2023 | 3 | 399 | $217M |
| 2024 | 3 | 413 | $239M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Sullivan & Worcester LLP Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Cutco Corporation Salaried Employees' Saving Plan in NY ($102M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Cutco Corporation Salaried Employees' Saving Plan (NY) $102M · 370
- Minitab, LLC 401(k) Retirement Plan (PA) $102M · 288
- First Community Bancshares, Inc.Employees' Profit Sharing Plan (TX) $102M · 2,074
- G3 Enterprises, Inc. Retirement Plan (CA) $102M · 780
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- Derry Medical Center 401(k) Plan (NH) 204 · 0 off
- Russ' Restaurants Savings and Retirement Plan (MI) 204 · 0 off
- Trellis Rx 401(k) Plan (GA) 204 · 0 off
- Perch 401(k) Plan (DE) 204 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.