401(k) · DOL Form 5500 · 2022
Sullivan & Worcester LLP 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $320,598
- Avg per participant High balance/head
Official DOL plan name: Sullivan & Worcester LLP Savings and Investment Plan for Associates · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services
$20M in assets, 63 participants
Sullivan & Worcester LLP's Sullivan & Worcester LLP Savings and Investment Plan for Associates reported $20M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,746 in Professional & Technical Services (21,562 peers)
Where Sullivan & Worcester LLP Savings and Investment Plan for Associates sits by assets
Sullivan & Worcester LLP Savings and Investment Plan for Associates sits in the top quartile of all filed plans by assets, $20M for 63 participants (~$320,598/participant), down 19.9% in 2022.
- #16,746
- in Professional & Technical Services (21,562 peers)
- -19.9%
- assets change YoY
- 0.2×
- 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.
Sullivan & Worcester LLP Savings and Investment Plan for Associates's outsized position by total assets
Sullivan & Worcester LLP Savings and Investment Plan for Associates vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,197,655 Top 23% higher than 77% 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 for Associates among smaller 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 for Associates is a small filing (63 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 042387531 · Sullivan & Worcester LLP PY 2022 · 401(k)
Sullivan & Worcester LLP Savings and Investment Plan for Associates · $20M · 63 · 77th
- BOY $20M
- SCH 63
- EBSA 77th
- PART 401(k)
- TYPE near Phillips Mushroom Farms 401(k) Plan
- NET ind #16746
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 for Associates in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1996-09-27 |
| 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 for Associates's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Phillips Mushroom Farms 401(k) Plan in PA ($20M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Phillips Mushroom Farms 401(k) Plan (PA) $20M · 475
- Morningstar Partners, L.P. Employees' 401(k) Plan (TX) $20M · 152
- Maple Knoll Communities, Inc. 401(k) Plan (OH) $20M · 382
- Fisher Companies 401(k) Profit Sharing Plan (WA) $20M · 182
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan (WI) 63 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 63 · 0 off
- Land Title Company of Kitsap County 401(k) Plan (WA) 63 · 0 off
- Hometown Bancshares, Inc. 401(k) Profit Sharing Plan & Trust (WV) 63 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.