401(k) · DOL Form 5500 · 2023

The 1911 Trust Company, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
49th
Percentile by assets National rank
$382,225
Avg per participant High balance/head
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Official DOL plan name: The 1911 Trust Company 401(k) Profit Sharing Plan · Sponsored by The 1911 Trust Company, LLC · Massachusetts · Professional & Technical Services

$6M in assets, 17 participants

The 1911 Trust Company, LLC's The 1911 Trust Company 401(k) Profit Sharing Plan reported $6M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,716 in Professional & Technical Services (20,321 peers)

The 1911 Trust Company, LLC multi-year trail

The 1911 Trust Company, LLC's plans moved +77.0% in assets from 2022 to 2024; this filing shows The 1911 Trust Company 401(k) Profit Sharing Plan at $6M / 17 participants.

#9,716
in Professional & Technical Services (20,321 peers)
+38.0%
assets growth YoY

The 1911 Trust Company 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

The 1911 Trust Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,497,832 49th percentile higher than 49% 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

The 1911 Trust Company 401(k) 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. The 1911 Trust Company 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 1911 Trust Company 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The 1911 Trust Company 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The 1911 Trust Company 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270204770 · The 1911 Trust Company, LLC PY 2023 · 401(k)

The 1911 Trust Company 401(k) Profit Sharing Plan · $6M · 17 · 49th

  • 5500 $6M
  • ASSETS 17
  • PCT 49th
  • EIN 401(k)
  • RANK near Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan
  • PHOTO ind #9716

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 →

The 1911 Trust Company 401(k) Profit Sharing Plan in the asset neighbourhood

The 1911 Trust Company 401(k) Profit Sharing PlanThe 1911 Trust Company 401(k…$6MStewart-Macdonald Mfg. Co., Inc. 401(k) Retirement PlanStewart-Macdonald Mfg. Co., …$6MMadison Resources Funding 401(k) PlanMadison Resources Funding 40…$6MJarrett Logistics Systems, Inc. 401(k) PlanJarrett Logistics Systems, I…$6MNprs, Co. 401(k) Retirement PlanNprs, Co. 401(k) Retirement …$6M
End-of-year total assets ($M) among The 1911 Trust Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The 1911 Trust Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The 1911 Trust Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 77.0251709249612% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.71M $8.34M ▲ +77.1%
Year Plans Participants Total Assets
2022 1 15 $5M
2023 1 17 $6M
2024 1 18 $8M

The 1911 Trust Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN270204770
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The 1911 Trust Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The 1911 Trust Company 401(k) Profit Sharing Plan, Total assets ($B): 0.006497832 · Participants: 17The 1911 Trust Company 401(k) 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
The 1911 Trust Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The 1911 Trust Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

The 1911 Trust Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan in OH ($6M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 The 1911 Trust Company 401(k) Profit Sharing Plan assets move in 2023? ▼
The 1911 Trust Company 401(k) Profit Sharing Plan surged - up 38.0% during 2023, from $5M to $6M. Reported net income was $2M.
How have The 1911 Trust Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The 1911 Trust Company, LLC's sponsor-wide assets grew 77.0%, from $5M to $8M.
Which 401(k) plans are similar in size to The 1911 Trust Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan in OH ($6M, 119 participants).
Which 401(k) plans cover a similar participant headcount to The 1911 Trust Company 401(k) 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 (17 participants, $6M 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 270204770.

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.