401(k) · DOL Form 5500 · 2023

Bay State Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
32
Participants Small participant base
40th
Percentile by assets National rank
$120,292
Avg per participant Near avg balance/head
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Official DOL plan name: Bay State Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Bay State Associates, Inc. · Massachusetts · Manufacturing

$4M in assets, 32 participants

Bay State Associates, Inc.'s Bay State Associates, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,272 in Manufacturing (18,722 peers)

Bay State Associates, Inc. multi-year trail

Bay State Associates, Inc.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Bay State Associates, Inc. 401(k) Profit Sharing Plan at $4M / 32 participants.

#4,272
in Manufacturing (18,722 peers)
+16.2%
assets growth YoY

Bay State Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Bay State Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,849,354 40th percentile higher than 40% 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

Bay State Associates, Inc. 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. Bay State Associates, Inc. 401(k) Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay State Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$640K in the plan year 2022 filing to $538K in the plan year 2023 filing.
  • Bay State Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 41 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • Bay State Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043070730 · Bay State Associates, Inc. PY 2023 · 401(k)

Bay State Associates, Inc. 401(k) Profit Sharing Plan · $4M · 32 · 40th

  • ASSETS $4M
  • PCT 32
  • EIN 40th
  • RANK 401(k)
  • PHOTO near Rep Com International, L.L.C. Profit Sharing Plan
  • IND ind #4272

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 Manufacturing retirement plans → · Plans in Massachusetts →

Bay State Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bay State Associates, Inc. 401(k) Profit Sharing PlanBay State Associates, Inc. 4…$4MRep Com International, L.L.C. Profit Sharing PlanRep Com International, L.L.C…$4MTwinstrand Biosciences 401(k) PlanTwinstrand Biosciences 401(k…$4MThe Service Companies 401(k) Profit Sharing Plan and TrustThe Service Companies 401(k)…$4MCedar Grove Warehouse Inc 401(k) PlanCedar Grove Warehouse Inc 40…$4M
End-of-year total assets ($M) among Bay State Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bay State Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bay State Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.879268021272427% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.31M $3.9M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 41 $3M
2023 1 32 $4M
2024 1 36 $4M

Bay State Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$538K
Employer EIN043070730
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bay State Associates, Inc. 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 ($B) Participants Bay State Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003849354 · Participants: 32Bay State Associates, Inc. 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
Bay State Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bay State Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bay State Associates, Inc. 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 Rep Com International, L.L.C. Profit Sharing Plan in FL ($4M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Bay State Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bay State Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.2% during 2023, from $3M to $4M. Reported net income was $538K.
How have Bay State Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay State Associates, Inc.'s sponsor-wide assets grew 17.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Bay State Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rep Com International, L.L.C. Profit Sharing Plan in FL ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Bay State Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 043070730.

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.