401(k) · DOL Form 5500 · 2023

By Appointment Only 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
138
Participants Small participant base
59th
Percentile by assets National rank
$72,638
Avg per participant Below avg balance/head
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Official DOL plan name: By Appointment Only 401(k) Plan · Sponsored by By Appointment Only · Massachusetts · Administrative & Support Services

$10M in assets, 138 participants

By Appointment Only's By Appointment Only 401(k) Plan reported $10M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,375 in Administrative & Support Services (4,372 peers)

Coverage in Massachusetts

By Appointment Only 401(k) Plan covers 138 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#3,375
in Administrative & Support Services (4,372 peers)
+24.6%
assets growth YoY

By Appointment Only 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

By Appointment Only 401(k) Plan vs every filed plan by assets

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

$10,024,000 Top 41% higher than 59% 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

By Appointment Only 401(k) 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. By Appointment Only 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • By Appointment Only 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • By Appointment Only 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • By Appointment Only 401(k) Plan reported participants fell from 143 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043462585 · By Appointment Only PY 2023 · 401(k)

By Appointment Only 401(k) Plan · $10M · 138 · 59th

  • EBSA $10M
  • PART 138
  • TYPE 59th
  • NET 401(k)
  • BOOK near Terry Barr Sales, LLC 401(k) Plan
  • VS-ST ind #3375

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

By Appointment Only 401(k) Plan in the asset neighbourhood

By Appointment Only 401(k) PlanBy Appointment Only 401(k) P…$10MTerry Barr Sales, LLC 401(k) PlanTerry Barr Sales, LLC 401(k)…$10MWalker & Laberge 401(k) Plan$10MWoolf Distributing Co., Inc. Profit Sharing and Savings PlanWoolf Distributing Co., Inc.…$10MFrancotyp-Postalia Inc 401(k) PlanFrancotyp-Postalia Inc 401(k…$10M
End-of-year total assets ($M) among By Appointment Only 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN043462585
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (By Appointment Only)

Sponsor-wide plan assets over time

All By Appointment Only plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.462982202146044% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.04M $11.3M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 1 138 $10M
2024 1 119 $11M

Nearby 401(k) Plans in Massachusetts

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

By Appointment Only 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants By Appointment Only 401(k) Plan, Total assets ($B): 0.010024 · Participants: 138By Appointment Only 401(k) 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
By Appointment Only 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare By Appointment Only 401(k) Plan side-by-side with 3 peers →

By Appointment Only 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Terry Barr Sales, LLC 401(k) Plan in MI ($10M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 By Appointment Only 401(k) Plan assets move in 2023? ▼
By Appointment Only 401(k) Plan grew sharply - up 24.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have By Appointment Only plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), By Appointment Only's sponsor-wide assets grew 40.5%, from $8M to $11M.
Which 401(k) plans are similar in size to By Appointment Only 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terry Barr Sales, LLC 401(k) Plan in MI ($10M, 15 participants).
Which 401(k) plans cover a similar participant headcount to By Appointment Only 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 043462585.

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.