401(k) · DOL Form 5500 · 2023
Evans Griffiths & Hart, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 12
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust · Sponsored by Evans Griffiths & Hart, Inc. · Massachusetts · Professional & Technical Services
$30M in assets, 12 participants
Evans Griffiths & Hart, Inc.'s Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust reported $30M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,163 in Professional & Technical Services (20,321 peers)
Where Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust sits by assets
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $30M for 12 participants (~$2.5M/participant), up 3.8% in 2023.
- #16,163
- in Professional & Technical Services (20,321 peers)
- +3.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust's outsized position by total assets
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,610,746 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $29M in the plan year 2022 filing to $30M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042460112 · Evans Griffiths & Hart, Inc. PY 2023 · 401(k)
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust · $30M · 12 · 79th
- TYPE $30M
- TYPE 12
- TYPE 79th
- TYPE 401(k)
- TYPE near Collective Health 401(k) Plan
- TYPE ind #16163
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $1M |
| Employer EIN | 042460112 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evans Griffiths & Hart, Inc.)
Sponsor-wide plan assets over time
All Evans Griffiths & Hart, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 1.8960793875664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $29M |
| 2023 | 1 | 12 | $30M |
| 2024 | 1 | 11 | $28M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Collective Health 401(k) Plan in CA ($30M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Collective Health 401(k) Plan (CA) $30M · 795
- Avox Systems 401(k) Plan (NY) $30M · 106
- Alexander & Associates Co. Profit Sharing and 401(k) Plan (OH) $30M · 94
- Osterman & Company, Inc. 401(k) Profit Sharing Plan (CT) $30M · 104
Similar participant headcount
Nearest other-state filings by covered participants (12 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.