401(k) · DOL Form 5500 · 2023

Belmont Instrument LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
232
Participants Below avg headcount
72nd
Percentile by assets National rank
$83,733
Avg per participant Below avg balance/head
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Official DOL plan name: Belmont Instrument LLC Retirement Plan · Sponsored by Belmont Instrument LLC · Massachusetts · Manufacturing

$19M in assets, 232 participants

Belmont Instrument LLC's Belmont Instrument LLC Retirement Plan reported $19M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,567 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Belmont Instrument LLC Retirement Plan covers 232 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#11,567
in Manufacturing (18,722 peers)
+22.9%
assets growth YoY

Belmont Instrument LLC Retirement Plan's outsized position by total assets

Belmont Instrument LLC Retirement Plan vs every filed plan by assets

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

$19,426,133 Top 28% higher than 72% 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

Belmont Instrument LLC Retirement 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. Belmont Instrument LLC Retirement Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belmont Instrument LLC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Belmont Instrument LLC Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Belmont Instrument LLC Retirement Plan reported participants rose from 212 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042705177 · Belmont Instrument LLC PY 2023 · 401(k)

Belmont Instrument LLC Retirement Plan · $19M · 232 · 72nd

  • BOY $19M
  • BOY 232
  • BOY 72nd
  • BOY 401(k)
  • BOY near Polywood 401(k) Profit Sharing Plan
  • BOY ind #11567

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 →

Belmont Instrument LLC Retirement Plan in the asset neighbourhood

Belmont Instrument LLC Retirement PlanBelmont Instrument LLC Retir…$19MPolywood 401(k) Profit Sharing PlanPolywood 401(k) Profit Shari…$19MWtg Corporate Services, LLC and Affiliated Companies 401(k) PlanWtg Corporate Services, LLC …$19MBangor Publishing Company Savings/Security PlanBangor Publishing Company Sa…$19MRms Lifeline Inc 401(k) Profit Sharing Plan & TrustRms Lifeline Inc 401(k) Prof…$19M
End-of-year total assets ($M) among Belmont Instrument LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN042705177
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Instrument LLC)

Sponsor-wide plan assets over time

All Belmont Instrument LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.87832783997914% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.8M $19M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 212 $16M
2023 1 232 $19M
2024 1 218 $19M

Nearby 401(k) Plans in Massachusetts

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

Belmont Instrument LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Belmont Instrument LLC Retirement Plan, Total assets ($B): 0.019426133 · Participants: 232Belmont Instrument LLC 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
Belmont Instrument LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Belmont Instrument LLC Retirement Plan side-by-side with 3 peers →

Belmont Instrument LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Polywood 401(k) Profit Sharing Plan in IN ($19M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Belmont Instrument LLC Retirement Plan assets move in 2023? ▼
Belmont Instrument LLC Retirement Plan grew sharply - up 22.9% during 2023, from $16M to $19M. Reported net income was $4M.
How have Belmont Instrument LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Instrument LLC's sponsor-wide assets grew 19.9%, from $16M to $19M.
Which 401(k) plans are similar in size to Belmont Instrument LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polywood 401(k) Profit Sharing Plan in IN ($19M, 1,079 participants).
Which 401(k) plans cover a similar participant headcount to Belmont Instrument LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 042705177.

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.