401(k) · DOL Form 5500 · 2023

Henry Elliott & Co, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
37th
Percentile by assets National rank
$120,538
Avg per participant Near avg balance/head
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Official DOL plan name: Henry Elliott 401(k) Plan · Sponsored by Henry Elliott & Co, Inc. · Massachusetts · Professional & Technical Services

$3M in assets, 27 participants

Henry Elliott & Co, Inc.'s Henry Elliott 401(k) Plan reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,886 in Professional & Technical Services (20,321 peers)

Henry Elliott & Co, Inc. multi-year trail

Henry Elliott & Co, Inc.'s plans moved -25.3% in assets from 2022 to 2024; this filing shows Henry Elliott 401(k) Plan at $3M / 27 participants.

#6,886
in Professional & Technical Services (20,321 peers)
-28.2%
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.

Henry Elliott 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Henry Elliott 401(k) Plan vs every filed plan by assets

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

$3,254,525 37th percentile higher than 37% 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

Henry Elliott 401(k) 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. Henry Elliott 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry Elliott 401(k) Plan reported participants fell from 52 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • Henry Elliott 401(k) Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043160761 · Henry Elliott & Co, Inc. PY 2023 · 401(k)

Henry Elliott 401(k) Plan · $3M · 27 · 37th

  • EIN $3M
  • EIN 27
  • EIN 37th
  • EIN 401(k)
  • EIN near Chapter 4 Corp 401(k) Profit Sharing Plan and Trust
  • EIN ind #6886

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 →

Henry Elliott 401(k) Plan in the asset neighbourhood

Henry Elliott 401(k) Plan$3MChapter 4 Corp 401(k) Profit Sharing Plan and TrustChapter 4 Corp 401(k) Profit…$3MFlexcraft 401(k) Plan$3MMedical Eye Associates, PA Retirement PlanMedical Eye Associates, PA R…$3MFunction of Beauty 401(k) PlanFunction of Beauty 401(k) Pl…$3M
End-of-year total assets ($M) among Henry Elliott 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Henry Elliott & Co, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Henry Elliott & Co, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.331068028438857% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.53M $3.38M ▼ -25.4%
Year Plans Participants Total Assets
2022 1 52 $5M
2023 1 27 $3M
2024 1 35 $3M

Henry Elliott & Co, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN043160761
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Henry Elliott 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Henry Elliott 401(k) Plan, Total assets ($B): 0.003254525 · Participants: 27Henry Elliott 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
Henry Elliott 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Henry Elliott 401(k) Plan side-by-side with 3 peers →

Henry Elliott 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY ($3M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Henry Elliott 401(k) Plan assets move in 2023? ▼
Henry Elliott 401(k) Plan declined sharply - down 28.2% during 2023, from $5M to $3M. Reported net income was -$1M.
How have Henry Elliott & Co, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Elliott & Co, Inc.'s sponsor-wide assets declined 25.3%, from $5M to $3M.
Which 401(k) plans are similar in size to Henry Elliott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY ($3M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Henry Elliott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A 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 043160761.

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.