401(k) · DOL Form 5500 · 2023

Batten Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
35th
Percentile by assets National rank
$317,977
Avg per participant High balance/head
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Official DOL plan name: Batten Bros., Inc. Profit Sharing Plan · Sponsored by Batten Bros., Inc. · Massachusetts · Manufacturing

$3M in assets, 9 participants

Batten Bros., Inc.'s Batten Bros., Inc. Profit Sharing Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,503 in Manufacturing (18,722 peers)

Batten Bros., Inc. multi-year trail

Batten Bros., Inc.'s plans moved +38.6% in assets from 2022 to 2024; this filing shows Batten Bros., Inc. Profit Sharing Plan at $3M / 9 participants.

#3,503
in Manufacturing (18,722 peers)
+20.0%
assets growth YoY

Batten Bros., Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Batten Bros., Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,861,791 35th percentile higher than 35% 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

Batten Bros., Inc. Profit Sharing 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. Batten Bros., Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Batten Bros., Inc. Profit Sharing Plan reported net income rose from -$520K in the plan year 2022 filing to $477K in the plan year 2023 filing.
  • Batten Bros., Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Batten Bros., Inc. Profit Sharing 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 042210669 · Batten Bros., Inc. PY 2023 · 401(k)

Batten Bros., Inc. Profit Sharing Plan · $3M · 9 · 35th

  • NET $3M
  • NET 9
  • NET 35th
  • NET 401(k)
  • NET near Academy Roofing, Inc. 401(k) Plan
  • NET ind #3503

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 →

Batten Bros., Inc. Profit Sharing Plan in the asset neighbourhood

Batten Bros., Inc. Profit Sharing PlanBatten Bros., Inc. Profit Sh…$3MAcademy Roofing, Inc. 401(k) PlanAcademy Roofing, Inc. 401(k)…$3MFordham Goodfellow LLP 401(k) Profit Sharing Plan and TrustFordham Goodfellow LLP 401(k…$3MOrthman Conveying Systems, LLC 401(k) PlanOrthman Conveying Systems, L…$3MGrand River Navigation Shipboard 401(k) PlanGrand River Navigation Shipb…$3M
End-of-year total assets ($M) among Batten Bros., Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Batten Bros., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Batten Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.571355489712786% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.3M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 9 $3M
2024 1 13 $3M

Batten Bros., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$477K
Employer EIN042210669
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.

Batten Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Batten Bros., Inc. Profit Sharing Plan, Total assets ($B): 0.002861791 · Participants: 9Batten Bros., Inc. 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
Batten Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Batten Bros., Inc. Profit Sharing Plan side-by-side with 3 peers →

Batten Bros., Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Academy Roofing, Inc. 401(k) Plan in CO ($3M); 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 Batten Bros., Inc. Profit Sharing Plan assets move in 2023? ▼
Batten Bros., Inc. Profit Sharing Plan grew sharply - up 20.0% during 2023, from $2M to $3M. Reported net income was $477K.
How have Batten Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Batten Bros., Inc.'s sponsor-wide assets grew 38.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Batten Bros., Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Academy Roofing, Inc. 401(k) Plan in CO ($3M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Batten Bros., Inc. Profit Sharing 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 042210669.

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.