Other · DOL Form 5500 · 2022

The Bottom Line, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
129
Participants Small participant base
44th
Percentile by assets National rank
$28,668
Avg per participant Low balance/head
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Official DOL plan name: Bottom Line 403(b) Plan · Sponsored by The Bottom Line, Inc. · Massachusetts · Educational Services

$4M in assets, 129 participants

The Bottom Line, Inc.'s Bottom Line 403(b) Plan reported $4M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,236 in Educational Services (4,024 peers)

Coverage in Massachusetts

Bottom Line 403(b) Plan covers 129 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#1,236
in Educational Services (4,024 peers)
+25.3%
assets growth YoY

Bottom Line 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Bottom Line 403(b) Plan vs every filed plan by assets

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

$3,698,235 44th percentile higher than 44% 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

Bottom Line 403(b) 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. Bottom Line 403(b) Plan sits mid-pack in the medium band (129 participants).

Plan-year Form 5500 strip

Filing strip 043351427 · The Bottom Line, Inc. PY 2022 · Other

Bottom Line 403(b) Plan · $4M · 129 · 44th

  • EBSA $4M
  • EBSA 129
  • EBSA 44th
  • EBSA Other
  • EBSA near Girl Scouts of Eastern Pennsylvania Retirement Savings Plan
  • EBSA ind #1236

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 Educational Services retirement plans → · Plans in Massachusetts →

Bottom Line 403(b) Plan in the asset neighbourhood

Employee Benefit Plan of Sunshine Community Health Center IncorporatedEmployee Benefit Plan of Sun…$4MBottom Line 403(b) Plan$4MGirl Scouts of Eastern Pennsylvania Retirement Savings PlanGirl Scouts of Eastern Penns…$4MPenney Retirement Community 403(b) PlanPenney Retirement Community …$4MManhattan Charter School 403(b) Retirement PlanManhattan Charter School 403…$4M
End-of-year total assets ($M) among Bottom Line 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$766K
Employer EIN043351427
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bottom Line, Inc.)

Sponsor-wide plan assets over time

All The Bottom Line, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 78.26122461119967% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.7M $6.59M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 129 $4M
2023 1 141 $5M
2024 1 152 $7M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Bottom Line 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Bottom Line 403(b) Plan, Total assets ($B): 0.003698235 · Participants: 129Bottom Line 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Bottom Line 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Bottom Line 403(b) Plan side-by-side with 3 peers →

Bottom Line 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Girl Scouts of Eastern Pennsylvania Retirement Savings Plan in PA ($4M); by covered participants it is West Virginia University Foundation DC Retirement Plan in WV (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Bottom Line 403(b) Plan assets move in 2022? ▼
Bottom Line 403(b) Plan grew sharply - up 25.3% during 2022, from $3M to $4M. Reported net income was $766K.
How have The Bottom Line, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bottom Line, Inc.'s sponsor-wide assets grew 78.3%, from $4M to $7M.
Which Other plans are similar in size to Bottom Line 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Girl Scouts of Eastern Pennsylvania Retirement Savings Plan in PA ($4M, 143 participants).
Which Other plans cover a similar participant headcount to Bottom Line 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is West Virginia University Foundation DC Retirement Plan in WV (129 participants, $26M 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 043351427.

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.