401(k) · DOL Form 5500 · 2023

Fiduciary Trust Company 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
141
Participants Small participant base
87th
Percentile by assets National rank
$423,248
Avg per participant High balance/head
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Official DOL plan name: Fiduciary Trust Company Profit Sharing Plan · Sponsored by Fiduciary Trust Company · Massachusetts · Finance & Insurance

$60M in assets, 141 participants

Fiduciary Trust Company's Fiduciary Trust Company Profit Sharing Plan reported $60M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,129 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Fiduciary Trust Company Profit Sharing Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $60M.

#7,129
in Finance & Insurance (8,869 peers)
+23.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fiduciary Trust Company Profit Sharing Plan's outsized position by total assets

Fiduciary Trust Company Profit Sharing Plan vs every filed plan by assets

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

$59,678,027 Top 13% higher than 87% 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

Fiduciary Trust Company Profit Sharing 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. Fiduciary Trust Company Profit Sharing Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fiduciary Trust Company Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Fiduciary Trust Company Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Fiduciary Trust Company Profit Sharing Plan reported participants rose from 132 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 041309690 · Fiduciary Trust Company PY 2023 · 401(k)

Fiduciary Trust Company Profit Sharing Plan · $60M · 141 · 87th

  • VS-ST $60M
  • VS-ST 141
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Travere Therapeutics, Inc. 401(k) Plan
  • VS-ST ind #7129

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Fiduciary Trust Company Profit Sharing Plan in the asset neighbourhood

Unify Financial Federal Credit Union 401(k) PlanUnify Financial Federal Cred…$60MFiduciary Trust Company Profit Sharing PlanFiduciary Trust Company Prof…$60MTravere Therapeutics, Inc. 401(k) PlanTravere Therapeutics, Inc. 4…$60MThe Foodland Profit Sharing Investment PlanThe Foodland Profit Sharing …$60MAmerican Campus Communities Services, Inc. 401(k) PlanAmerican Campus Communities …$60M
End-of-year total assets ($M) among Fiduciary Trust Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$60M
Net Income$11M
Employer EIN041309690
Plan Effective Date1957-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Trust Company)

Sponsor-wide plan assets over time

All Fiduciary Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$68M 41.141146765583834% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.3M $68.1M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 132 $48M
2023 1 141 $60M
2024 1 151 $68M

Nearby 401(k) Plans in Massachusetts

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

Fiduciary Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Fiduciary Trust Company Profit Sharing Plan, Total assets ($B): 0.059678027 · Participants: 141Fiduciary Trust Company 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
Fiduciary Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Fiduciary Trust Company Profit Sharing Plan side-by-side with 3 peers →

Fiduciary Trust Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Travere Therapeutics, Inc. 401(k) Plan in CA ($60M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Fiduciary Trust Company Profit Sharing Plan assets move in 2023? ▼
Fiduciary Trust Company Profit Sharing Plan grew sharply - up 23.6% during 2023, from $48M to $60M. Reported net income was $11M.
How have Fiduciary Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Trust Company's sponsor-wide assets grew 41.1%, from $48M to $68M.
Where does Fiduciary Trust Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fiduciary Trust Company Profit Sharing Plan ranks in the 87th 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 Fiduciary Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travere Therapeutics, Inc. 401(k) Plan in CA ($60M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Fiduciary Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A 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 041309690.

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.