401(k) · DOL Form 5500 · 2022
Christmas Tree Shops 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 2,200
- Participants Above avg headcount
- 87th
- Percentile by assets National rank
- $20,067
- Avg per participant Low balance/head
Official DOL plan name: Christmas Tree Shops 401(k) Savings Plan · Sponsored by Christmas Tree Shops · Massachusetts · Retail Trade
$44M in assets, 2,200 participants
Christmas Tree Shops's Christmas Tree Shops 401(k) Savings Plan reported $44M in total assets and 2,200 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #8,833 in Retail Trade (9,519 peers)
Coverage in Massachusetts
Christmas Tree Shops 401(k) Savings Plan covers 2,200 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $44M.
- #8,833
- in Retail Trade (9,519 peers)
- -21.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Christmas Tree Shops 401(k) Savings Plan's outsized position by total assets
Christmas Tree Shops 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$44,146,406 Top 13% higher than 87% 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
Christmas Tree Shops 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Christmas Tree Shops 401(k) Savings Plan lands in the large band (2,200 participants).
Form 5500 schedule snapshot
Filing strip 042471207 · Christmas Tree Shops PY 2022 · 401(k)
Christmas Tree Shops 401(k) Savings Plan · $44M · 2,200 · 87th
- TYPE $44M
- NET 2,200
- BOOK 87th
- VS-ST 401(k)
- BOY near Nwn Corporation Retirement Plan
- SCH ind #8833
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 →
Christmas Tree Shops 401(k) Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$12M |
| Employer EIN | 042471207 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Christmas Tree Shops)
Sponsor-wide plan assets over time
All Christmas Tree Shops plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,200 | $44M |
| 2023 | 1 | 1,623 | N/A |
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
Christmas Tree Shops 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Nwn Corporation Retirement Plan in RI ($44M); by covered participants it is Youth Villages Retirement Plan in TN (2,200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,200 participants); asset peers above are excluded.
- Youth Villages Retirement Plan (TN) 2,200 · 0 off
- J.M. Huber Coporation 401(k) Savings Plan (GA) 2,200 · 0 off
- Maurices Incorporated 401(k) Savings Plan (MN) 2,200 · 0 off
- Equity Lifestyle Properties, Inc. Retirement Savings Plan (IL) 2,200 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.