Profit Sharing · DOL Form 5500 · 2023

Addgene, Inc Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
113
Participants Small participant base
50th
Percentile by assets National rank
$59,901
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Addgene 403(b) Savings and Retirement Plan · Sponsored by Addgene, Inc · Massachusetts · Professional & Technical Services

$7M in assets, 113 participants

Addgene, Inc's Addgene 403(b) Savings and Retirement Plan reported $7M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,896 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Addgene 403(b) Savings and Retirement Plan covers 113 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#9,896
in Professional & Technical Services (20,321 peers)
+38.1%
assets growth YoY

Addgene 403(b) Savings and Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Addgene 403(b) Savings and Retirement Plan vs every filed plan by assets

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

$6,768,808 Top 50% higher than 50% 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

Addgene 403(b) Savings and 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. Addgene 403(b) Savings and Retirement Plan sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 900133592 · Addgene, Inc PY 2023 · Profit Sharing

Addgene 403(b) Savings and Retirement Plan · $7M · 113 · 50th

  • PART $7M
  • PART 113
  • PART 50th
  • PART Profit Sharing
  • PART near Emblem Enterprises Inc Profit Sharing Plan
  • PART ind #9896

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 →

Addgene 403(b) Savings and Retirement Plan in the asset neighbourhood

Asps Defined Contribution PlanAsps Defined Contribution Pl…$7MRc Retirement Plan$7MAddgene 403(b) Savings and Retirement PlanAddgene 403(b) Savings and R…$7MEmblem Enterprises Inc Profit Sharing PlanEmblem Enterprises Inc Profi…$7MJose a. Alonso Alonso Retirement PlanJose a. Alonso Alonso Retire…$7M
End-of-year total assets ($M) among Addgene 403(b) Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN900133592
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addgene, Inc)

Sponsor-wide plan assets over time

All Addgene, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.378762109960867% vs 2023
2024 filing year
$6M$7M$8M$9M 20232024 $6.77M $8.76M ▲ +29.4%
Year Plans Participants Total Assets
2023 1 113 $7M
2024 1 115 $9M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Addgene 403(b) Savings and Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Addgene 403(b) Savings and Retirement Plan, Total assets ($B): 0.006768808 · Participants: 113Addgene 403(b) Savings and Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Addgene 403(b) Savings and Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Addgene 403(b) Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Emblem Enterprises Inc Profit Sharing Plan in CA ($7M); by covered participants it is Clark Insurance Profit Sharing Plan and Trust in ME (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Addgene 403(b) Savings and Retirement Plan assets move in 2023?
Addgene 403(b) Savings and Retirement Plan surged - up 38.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have Addgene, Inc plan assets changed over time?
Across 2 plan years on file (2023-2024), Addgene, Inc's sponsor-wide assets grew 29.4%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Addgene 403(b) Savings and Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Emblem Enterprises Inc Profit Sharing Plan in CA ($7M, 31 participants).
Which Profit Sharing plans cover a similar participant headcount to Addgene 403(b) Savings and Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Clark Insurance Profit Sharing Plan and Trust in ME (113 participants, $24M in assets).