401(k) · DOL Form 5500 · 2023

Plumb House, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
149
Participants Small participant base
65th
Percentile by assets National rank
$90,584
Avg per participant Below avg balance/head
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Official DOL plan name: Plumb House, Inc. 401(k) Retirement Plan · Sponsored by Plumb House, Inc. · Massachusetts · Construction

$13M in assets, 149 participants

Plumb House, Inc.'s Plumb House, Inc. 401(k) Retirement Plan reported $13M in total assets and 149 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.

  • #5,740 in Construction (9,030 peers)

Coverage in Massachusetts

Plumb House, Inc. 401(k) Retirement Plan covers 149 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#5,740
in Construction (9,030 peers)
+30.6%
assets growth YoY

Plumb House, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Plumb House, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$13,497,035 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

Plumb House, Inc. 401(k) Retirement 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. Plumb House, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumb House, Inc. 401(k) Retirement Plan reported net income rose from -$789K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plumb House, Inc. 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Plumb House, Inc. 401(k) Retirement Plan reported participants rose from 137 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042535487 · Plumb House, Inc. PY 2023 · 401(k)

Plumb House, Inc. 401(k) Retirement Plan · $13M · 149 · 65th

  • VS-ST $13M
  • BOY 149
  • SCH 65th
  • EBSA 401(k)
  • PART near 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County
  • TYPE ind #5740

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 →

Plumb House, Inc. 401(k) Retirement Plan in the asset neighbourhood

Plumb House, Inc. 401(k) Retirement PlanPlumb House, Inc. 401(k) Ret…$13M403(b) Thrift Plan for Employees of Hospice of Santa Cruz County403(b) Thrift Plan for Emplo…$13MW. D. Matthews Machinery Co. 401(k) PlanW. D. Matthews Machinery Co.…$13MFlock Freight, Inc. Retirement TrustFlock Freight, Inc. Retireme…$13MFrederick Goldman Inc. 401(k) Employee Savings PlanFrederick Goldman Inc. 401(k…$13M
End-of-year total assets ($M) among Plumb House, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN042535487
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumb House, Inc.)

Sponsor-wide plan assets over time

All Plumb House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 62.35999226442659% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.8M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 137 $10M
2023 1 149 $13M
2024 1 153 $17M

Nearby 401(k) Plans in Massachusetts

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

Plumb House, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Plumb House, Inc. 401(k) Retirement Plan, Total assets ($B): 0.013497035 · Participants: 149Plumb House, Inc. 401(k) Retirement 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
Plumb House, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Plumb House, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Plumb House, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County in CA ($13M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Plumb House, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Plumb House, Inc. 401(k) Retirement Plan surged - up 30.6% during 2023, from $10M to $13M. Reported net income was $3M.
How have Plumb House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumb House, Inc.'s sponsor-wide assets grew 62.4%, from $10M to $17M.
Which 401(k) plans are similar in size to Plumb House, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County in CA ($13M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Plumb House, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 042535487.

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.