401(k) · DOL Form 5500 · 2023

W. E. Aubuchon Co., Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
1,394
Participants Near avg headcount
86th
Percentile by assets National rank
$37,288
Avg per participant Low balance/head
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Official DOL plan name: W. E. Aubuchon Co., Inc. 401(k) Retirement Plan · Sponsored by W. E. Aubuchon Co., Inc. · Massachusetts · Retail Trade

$52M in assets, 1,394 participants

W. E. Aubuchon Co., Inc.'s W. E. Aubuchon Co., Inc. 401(k) Retirement Plan reported $52M in total assets and 1,394 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,748 in Retail Trade (8,414 peers)

Coverage in Massachusetts

W. E. Aubuchon Co., Inc. 401(k) Retirement Plan covers 1,394 participants in Massachusetts, 2.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $52M.

#7,748
in Retail Trade (8,414 peers)
+21.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

W. E. Aubuchon Co., Inc. 401(k) Retirement Plan's outsized position by total assets

W. E. Aubuchon Co., Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$51,979,509 Top 14% higher than 86% 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

W. E. Aubuchon Co., Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. E. Aubuchon Co., Inc. 401(k) Retirement Plan lands in the large band (1,394 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. E. Aubuchon Co., Inc. 401(k) Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • W. E. Aubuchon Co., Inc. 401(k) Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • W. E. Aubuchon Co., Inc. 401(k) Retirement Plan reported participants rose from 1,238 in the plan year 2022 filing to 1,394 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 041050290 · W. E. Aubuchon Co., Inc. PY 2023 · 401(k)

W. E. Aubuchon Co., Inc. 401(k) Retirement Plan · $52M · 1,394 · 86th

  • BOY $52M
  • SCH 1,394
  • EBSA 86th
  • PART 401(k)
  • TYPE near Image First Holdings, LLC Retirement Savings Plan
  • NET ind #7748

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 Retail Trade retirement plans → · Plans in Massachusetts →

W. E. Aubuchon Co., Inc. 401(k) Retirement Plan in the asset neighbourhood

Habush Habush & Rottier, S.C. 401(k) Savings PlanHabush Habush & Rottier, S.C…$52MMall of America Employee Retirement Savings PlanMall of America Employee Ret…$52MW. E. Aubuchon Co., Inc. 401(k) Retirement PlanW. E. Aubuchon Co., Inc. 401…$52MImage First Holdings, LLC Retirement Savings PlanImage First Holdings, LLC Re…$52MLuma Energy 401 (K) Pr Retirement Savings PlanLuma Energy 401 (K) Pr Retir…$52M
End-of-year total assets ($M) among W. E. Aubuchon Co., 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)$43M
Net Assets (End of Year)$52M
Net Income$9M
Employer EIN041050290
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. E. Aubuchon Co., Inc.)

Sponsor-wide plan assets over time

All W. E. Aubuchon Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 35.7688661305972% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.8M $58.1M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 1,238 $43M
2023 1 1,394 $52M
2024 1 1,416 $58M

Nearby 401(k) Plans in Massachusetts

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

W. E. Aubuchon Co., 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 ($B) Participants W. E. Aubuchon Co., Inc. 401(k) Retirement Plan, Total assets ($B): 0.051979509 · Participants: 1394W. E. Aubuchon Co., 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
W. E. Aubuchon Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare W. E. Aubuchon Co., Inc. 401(k) Retirement Plan side-by-side with 3 peers →

W. E. Aubuchon Co., 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 Image First Holdings, LLC Retirement Savings Plan in PA ($52M); by covered participants it is The Gcc 401(k) Plan in TX (1,394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,394 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 W. E. Aubuchon Co., Inc. 401(k) Retirement Plan assets move in 2023? ▼
W. E. Aubuchon Co., Inc. 401(k) Retirement Plan grew sharply - up 21.5% during 2023, from $43M to $52M. Reported net income was $9M.
How have W. E. Aubuchon Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. E. Aubuchon Co., Inc.'s sponsor-wide assets grew 35.8%, from $43M to $58M.
Where does W. E. Aubuchon Co., Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
W. E. Aubuchon Co., Inc. 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to W. E. Aubuchon Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Image First Holdings, LLC Retirement Savings Plan in PA ($52M, 3,557 participants).
Which 401(k) plans cover a similar participant headcount to W. E. Aubuchon Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Gcc 401(k) Plan in TX (1,394 participants, $86M 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 041050290.

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.