401(k) · DOL Form 5500 · 2022

Joe Warren & Sons Co., Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
79
Participants Small participant base
55th
Percentile by assets National rank
$80,260
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joe Warren & Sons Co., Inc. 401(k) Plan · Sponsored by Joe Warren & Sons Co., Inc. · Massachusetts · Professional & Technical Services

$6M in assets, 79 participants

Joe Warren & Sons Co., Inc.'s Joe Warren & Sons Co., Inc. 401(k) Plan reported $6M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #11,552 in Professional & Technical Services (21,562 peers)

Joe Warren & Sons Co., Inc. multi-year trail

Joe Warren & Sons Co., Inc.'s plans moved +35.6% in assets from 2022 to 2024; this filing shows Joe Warren & Sons Co., Inc. 401(k) Plan at $6M / 79 participants.

#11,552
in Professional & Technical Services (21,562 peers)
+26.2%
assets growth YoY

Joe Warren & Sons Co., Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joe Warren & Sons Co., Inc. 401(k) Plan vs every filed plan by assets

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

$6,340,564 Top 45% higher than 55% 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

Joe Warren & Sons Co., Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe Warren & Sons Co., Inc. 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043141540 · Joe Warren & Sons Co., Inc. PY 2022 · 401(k)

Joe Warren & Sons Co., Inc. 401(k) Plan · $6M · 79 · 55th

  • PHOTO $6M
  • PHOTO 79
  • PHOTO 55th
  • PHOTO 401(k)
  • PHOTO near Mckinnon Broadcasting 401(k) Plan
  • PHOTO ind #11552

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 →

Joe Warren & Sons Co., Inc. 401(k) Plan in the asset neighbourhood

Joe Warren & Sons Co., Inc. 401(k) PlanJoe Warren & Sons Co., Inc. …$6MMckinnon Broadcasting 401(k) PlanMckinnon Broadcasting 401(k)…$6MFerebee Corporation Savings PlanFerebee Corporation Savings …$6MJ. M. Haley Corp. Retirement PlanJ. M. Haley Corp. Retirement…$6MMckee Mgmt Associates, Inc Ps Plan and TrustMckee Mgmt Associates, Inc P…$6M
End-of-year total assets ($M) among Joe Warren & Sons Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joe Warren & Sons Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joe Warren & Sons Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.56253039950389% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.34M $8.6M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 79 $6M
2023 1 91 $7M
2024 1 102 $9M

Joe Warren & Sons Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN043141540
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Joe Warren & Sons Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Joe Warren & Sons Co., Inc. 401(k) Plan, Total assets ($B): 0.006340564 · Participants: 79Joe Warren & Sons Co., 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
Joe Warren & Sons Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Joe Warren & Sons Co., Inc. 401(k) Plan side-by-side with 3 peers →

Joe Warren & Sons Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mckinnon Broadcasting 401(k) Plan in CA ($6M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Joe Warren & Sons Co., Inc. 401(k) Plan assets move in 2022? ▼
Joe Warren & Sons Co., Inc. 401(k) Plan grew sharply - up 26.2% during 2022, from $5M to $6M. Reported net income was $1M.
How have Joe Warren & Sons Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe Warren & Sons Co., Inc.'s sponsor-wide assets grew 35.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Joe Warren & Sons Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mckinnon Broadcasting 401(k) Plan in CA ($6M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Joe Warren & Sons Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 participants, N/A 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 043141540.

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.