401(k) · DOL Form 5500 · 2022

Norton and Associates Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
283
Participants Below avg headcount
39th
Percentile by assets National rank
$9,688
Avg per participant Low balance/head
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Official DOL plan name: Norton and Associates Inc. 401(k) Plan · Sponsored by Norton and Associates Inc. · Massachusetts · Other Services

$3M in assets, 283 participants

Norton and Associates Inc.'s Norton and Associates Inc. 401(k) Plan reported $3M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #5,110 in Other Services (8,398 peers)

Coverage in Massachusetts

Norton and Associates Inc. 401(k) Plan covers 283 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#5,110
in Other Services (8,398 peers)
+5.8%
assets growth YoY

Norton and Associates Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Norton and Associates Inc. 401(k) Plan vs every filed plan by assets

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

$2,741,776 39th percentile higher than 39% 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

Norton and Associates Inc. 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. Norton and Associates Inc. 401(k) Plan sits mid-pack in the medium band (283 participants).

EBSA filing schedule strip

Filing strip 043130117 · Norton and Associates Inc. PY 2022 · 401(k)

Norton and Associates Inc. 401(k) Plan · $3M · 283 · 39th

  • TYPE $3M
  • NET 283
  • BOOK 39th
  • VS-ST 401(k)
  • BOY near Seanic Ocean Systems 401(k) Plan
  • SCH ind #5110

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 Other Services retirement plans → · Plans in Massachusetts →

Norton and Associates Inc. 401(k) Plan in the asset neighbourhood

Norton and Associates Inc. 401(k) PlanNorton and Associates Inc. 4…$3MSeanic Ocean Systems 401(k) PlanSeanic Ocean Systems 401(k) …$3MPrism Medical Products, LLC 401(k) Profit Sharing Plan & TrustPrism Medical Products, LLC …$3ML & E Research, Inc. 401(k) P/S PlanL & E Research, Inc. 401(k) …$3MNorthern Virginia Technology C 401(k) Profit Sharing Plan & TrustNorthern Virginia Technology…$3M
End-of-year total assets ($M) among Norton and Associates Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$151K
Employer EIN043130117
Plan Effective Date2015-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Norton and Associates Inc.)

Sponsor-wide plan assets over time

All Norton and Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $2.74M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 283 $3M
2023 1 904 $4M
2024 1 354 N/A

Nearby 401(k) Plans in Massachusetts

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

Norton and Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Norton and Associates Inc. 401(k) Plan, Total assets ($B): 0.002741776 · Participants: 283Norton and Associates Inc. 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
Norton and Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norton and Associates Inc. 401(k) Plan side-by-side with 3 peers →

Norton and Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Seanic Ocean Systems 401(k) Plan in TX ($3M); by covered participants it is Jerritt Canyon Gold LLC 401(k) Plan in NV (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Norton and Associates Inc. 401(k) Plan assets move in 2022? ▼
Norton and Associates Inc. 401(k) Plan grew at a solid clip - up 5.8% during 2022, from $3M to $3M. Reported net income was $151K.
Which 401(k) plans are similar in size to Norton and Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seanic Ocean Systems 401(k) Plan in TX ($3M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Norton and Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jerritt Canyon Gold LLC 401(k) Plan in NV (283 participants, $3M 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 043130117.

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.