401(k) · DOL Form 5500 · 2023

Sullivan Mechanical Services Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
28th
Percentile by assets National rank
$178,058
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sullivan Mechanical Services, Inc. 401(k) Plan · Sponsored by Sullivan Mechanical Services Inc. · Massachusetts · Construction

$2M in assets, 9 participants

Sullivan Mechanical Services Inc.'s Sullivan Mechanical Services, Inc. 401(k) Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,333 in Construction (9,030 peers)

Sullivan Mechanical Services Inc. multi-year trail

Sullivan Mechanical Services Inc.'s plans moved -26.2% in assets from 2022 to 2024; this filing shows Sullivan Mechanical Services, Inc. 401(k) Plan at $2M / 9 participants.

#2,333
in Construction (9,030 peers)
-43.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sullivan Mechanical Services, Inc. 401(k) Plan among the smaller filed plans by assets

Sullivan Mechanical Services, Inc. 401(k) Plan vs every filed plan by assets

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

$1,602,521 28th percentile higher than 28% 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

Sullivan Mechanical Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan Mechanical Services, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sullivan Mechanical Services, Inc. 401(k) Plan reported net income fell from -$442K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Sullivan Mechanical Services, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sullivan Mechanical Services, Inc. 401(k) Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042731084 · Sullivan Mechanical Services Inc. PY 2023 · 401(k)

Sullivan Mechanical Services, Inc. 401(k) Plan · $2M · 9 · 28th

  • VS-ST $2M
  • BOY 9
  • SCH 28th
  • EBSA 401(k)
  • PART near Health Dynamics Profit Sharing Plan
  • TYPE ind #2333

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 Construction retirement plans → · Plans in Massachusetts →

Sullivan Mechanical Services, Inc. 401(k) Plan in the asset neighbourhood

Sullivan Mechanical Services, Inc. 401(k) PlanSullivan Mechanical Services…$2MHealth Dynamics Profit Sharing PlanHealth Dynamics Profit Shari…$2MBuster Creek Properties Retirement PlanBuster Creek Properties Reti…$2MBowers and Associates 401(k)/Profit Sharing PlanBowers and Associates 401(k)…$2MB3 Texas Ventures, Inc. 401(k) PlanB3 Texas Ventures, Inc. 401(…$2M
End-of-year total assets ($M) among Sullivan Mechanical Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sullivan Mechanical Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sullivan Mechanical Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.222141310050382% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $2.83M $2.09M ▼ -26.1%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 9 $2M
2024 1 8 $2M

Sullivan Mechanical Services Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN042731084
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sullivan Mechanical Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sullivan Mechanical Services, Inc. 401(k) Plan, Total assets ($B): 0.001602521 · Participants: 9Sullivan Mechanical Services, Inc. 401(k) 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
Sullivan Mechanical Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sullivan Mechanical Services, Inc. 401(k) Plan side-by-side with 3 peers →

Sullivan Mechanical Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Health Dynamics Profit Sharing Plan in WI ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Sullivan Mechanical Services, Inc. 401(k) Plan assets move in 2023? ▼
Sullivan Mechanical Services, Inc. 401(k) Plan contracted severely - down 43.5% during 2023, from $3M to $2M. Reported net income was -$1M.
How have Sullivan Mechanical Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sullivan Mechanical Services Inc.'s sponsor-wide assets declined 26.2%, from $3M to $2M.
Which 401(k) plans are similar in size to Sullivan Mechanical Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Dynamics Profit Sharing Plan in WI ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Sullivan Mechanical Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 042731084.

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.