ABT ASSOCIATES INC. EMPLOYEES STOCK OWNERSHIP PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ABT ASSOCIATES INC.
This Other plan holds $312M in total assets and serves 2,426 participants as of 2022. It is sponsored by ABT ASSOCIATES INC. in Massachusetts. The plan reported a net loss of $5M for the year.
What the Filing Says About ABT ASSOCIATES INC. EMPLOYEES STOCK OWNERSHIP PLAN
ABT ASSOCIATES INC. EMPLOYEES STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by ABT ASSOCIATES INC., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $312M in total end-of-year assets and covers 2,426 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042347643, and the plan has been effective since 1975-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $307M at the beginning of 2022 to $312M at year-end — a gain of 1.5%. Net assets (after liabilities) closed the year at $288M, with reported net income of $-4,923,324 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $307M |
| Total Assets (End of Year) | $312M |
| Net Assets (End of Year) | $288M |
| Net Income | $-4,923,324 |
| Plan Type | Other |
| Employer EIN | 042347643 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans — same state, same plan type — ranked by total assets.
- NEW ENGLAND TEAMSTERS PENSION FUND $9.1B · 21,786
- N. ATLANTIC STATES CARP. PENSION FUND $5.0B · 17,166
- N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND $3.7B · 10,911
- MASSACHUSETTS LABORERS' PENSION FUND $2.3B · 10,116
- ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. $1.9B · 6,014
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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 042347643.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.