401(k) · DOL Form 5500 · 2023

A.D. Makepeace Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
114
Participants Small participant base
65th
Percentile by assets National rank
$119,479
Avg per participant Near avg balance/head
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Official DOL plan name: A.D. Makepeace Company 401(k) Plan · Sponsored by A.D. Makepeace Company · Massachusetts · Real Estate

$14M in assets, 114 participants

A.D. Makepeace Company's A.D. Makepeace Company 401(k) Plan reported $14M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,838 in Real Estate (4,727 peers)

Coverage in Massachusetts

A.D. Makepeace Company 401(k) Plan covers 114 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#3,838
in Real Estate (4,727 peers)
+20.6%
assets growth YoY

A.D. Makepeace Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

A.D. Makepeace Company 401(k) Plan vs every filed plan by assets

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

$13,620,621 Top 35% higher than 65% 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

A.D. Makepeace Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.D. Makepeace Company 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A.D. Makepeace Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • A.D. Makepeace Company 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • A.D. Makepeace Company 401(k) Plan reported participants rose from 106 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041573900 · A.D. Makepeace Company PY 2023 · 401(k)

A.D. Makepeace Company 401(k) Plan · $14M · 114 · 65th

  • ASSETS $14M
  • PCT 114
  • EIN 65th
  • RANK 401(k)
  • PHOTO near Sedgebrook/Monarch 401(k) Plan
  • IND ind #3838

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 Real Estate retirement plans → · Plans in Massachusetts →

A.D. Makepeace Company 401(k) Plan in the asset neighbourhood

A.D. Makepeace Company 401(k) PlanA.D. Makepeace Company 401(k…$14MSedgebrook/Monarch 401(k) PlanSedgebrook/Monarch 401(k) Pl…$14MRessler Motor Company 401(k) Profit Sharing PlanRessler Motor Company 401(k)…$14MIndiana Physical Therapy, Inc. 401(k) Salary Reduction Plan & TrustIndiana Physical Therapy, In…$14MGiant Bicycle Inc 401(k) Plan$14M
End-of-year total assets ($M) among A.D. Makepeace Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN041573900
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.D. Makepeace Company)

Sponsor-wide plan assets over time

All A.D. Makepeace Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.919127174798582% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $12.9M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 106 $11M
2023 1 114 $14M
2024 1 119 $13M

Nearby 401(k) Plans in Massachusetts

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

A.D. Makepeace Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants A.D. Makepeace Company 401(k) Plan, Total assets ($B): 0.013620621 · Participants: 114A.D. Makepeace Company 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
A.D. Makepeace Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare A.D. Makepeace Company 401(k) Plan side-by-side with 3 peers →

A.D. Makepeace Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sedgebrook/Monarch 401(k) Plan in IL ($14M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 A.D. Makepeace Company 401(k) Plan assets move in 2023? ▼
A.D. Makepeace Company 401(k) Plan grew sharply - up 20.6% during 2023, from $11M to $14M. Reported net income was $2M.
How have A.D. Makepeace Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.D. Makepeace Company's sponsor-wide assets grew 13.9%, from $11M to $13M.
Which 401(k) plans are similar in size to A.D. Makepeace Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sedgebrook/Monarch 401(k) Plan in IL ($14M, 530 participants).
Which 401(k) plans cover a similar participant headcount to A.D. Makepeace Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 041573900.

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.