401(k) · DOL Form 5500 · 2023

Cabot Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
16
Participants Small participant base
61st
Percentile by assets National rank
$687,103
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cabot Wealth Management, Inc.Profit Sharing Plan · Sponsored by Cabot Wealth Management, Inc. · Massachusetts · Finance & Insurance

$11M in assets, 16 participants

Cabot Wealth Management, Inc.'s Cabot Wealth Management, Inc.Profit Sharing Plan reported $11M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,024 in Finance & Insurance (8,869 peers)

Cabot Wealth Management, Inc. multi-year trail

Cabot Wealth Management, Inc.'s plans moved +55.0% in assets from 2022 to 2024; this filing shows Cabot Wealth Management, Inc.Profit Sharing Plan at $11M / 16 participants.

#4,024
in Finance & Insurance (8,869 peers)
+25.0%
assets growth YoY

Cabot Wealth Management, Inc.Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Cabot Wealth Management, Inc.Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,993,641 Top 39% higher than 61% of 127,068 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 2023

Cabot Wealth Management, Inc.Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cabot Wealth Management, Inc.Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cabot Wealth Management, Inc.Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cabot Wealth Management, Inc.Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042806081 · Cabot Wealth Management, Inc. PY 2023 · 401(k)

Cabot Wealth Management, Inc.Profit Sharing Plan · $11M · 16 · 61st

  • PHOTO $11M
  • IND 16
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Aichi Forge USA, Inc. 401(k) Plan
  • PCT ind #4024

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Cabot Wealth Management, Inc.Profit Sharing Plan in the asset neighbourhood

Cabot Wealth Management, Inc.Profit Sharing PlanCabot Wealth Management, Inc…$11MAichi Forge USA, Inc. 401(k) PlanAichi Forge USA, Inc. 401(k)…$11MSeverino Trucking Co. Inc. 401(k) Plan & TrustSeverino Trucking Co. Inc. 4…$11MLas Vegas Day School 401(k) PlanLas Vegas Day School 401(k) …$11MM. Argueso & Co., Inc. 401(k) Plan & TrustM. Argueso & Co., Inc. 401(k…$11M
End-of-year total assets ($M) among Cabot Wealth Management, Inc.Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cabot Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cabot Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 55.027371590322836% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.79M $13.6M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 16 $11M
2024 1 16 $14M

Cabot Wealth Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN042806081
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Cabot Wealth Management, Inc.Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cabot Wealth Management, Inc.Profit Sharing Plan, Total assets ($B): 0.010993641 · Participants: 16Cabot Wealth Management, Inc.Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Cabot Wealth Management, Inc.Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cabot Wealth Management, Inc.Profit Sharing Plan side-by-side with 3 peers →

Cabot Wealth Management, Inc.Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Aichi Forge USA, Inc. 401(k) Plan in KY ($11M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cabot Wealth Management, Inc.Profit Sharing Plan assets move in 2023? ▼
Cabot Wealth Management, Inc.Profit Sharing Plan grew sharply - up 25.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Cabot Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cabot Wealth Management, Inc.'s sponsor-wide assets grew 55.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Cabot Wealth Management, Inc.Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aichi Forge USA, Inc. 401(k) Plan in KY ($11M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Cabot Wealth Management, Inc.Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042806081.

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.