401(k) · DOL Form 5500 · 2023

Wachusett Mountain 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
65
Participants Small participant base
66th
Percentile by assets National rank
$222,400
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wachusett Mountain 401(k) Plan · Sponsored by Wachusett Mountain · Massachusetts · Arts, Entertainment & Recreation

$14M in assets, 65 participants

Wachusett Mountain's Wachusett Mountain 401(k) Plan reported $14M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,345 in Arts, Entertainment & Recreation (2,945 peers)

Wachusett Mountain multi-year trail

Wachusett Mountain's plans moved +28.0% in assets from 2022 to 2024; this filing shows Wachusett Mountain 401(k) Plan at $14M / 65 participants.

#2,345
in Arts, Entertainment & Recreation (2,945 peers)
+17.3%
assets growth YoY

Wachusett Mountain 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Wachusett Mountain 401(k) Plan vs every filed plan by assets

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

$14,456,024 Top 34% higher than 66% 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

Wachusett Mountain 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wachusett Mountain 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wachusett Mountain 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wachusett Mountain 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Wachusett Mountain 401(k) Plan reported participants rose from 60 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042442948 · Wachusett Mountain PY 2023 · 401(k)

Wachusett Mountain 401(k) Plan · $14M · 65 · 66th

  • PCT $14M
  • EIN 65
  • RANK 66th
  • PHOTO 401(k)
  • IND near Miac Analytics 401(k) Plan
  • EOY ind #2345

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

Wachusett Mountain 401(k) Plan in the asset neighbourhood

Wachusett Mountain 401(k) PlanWachusett Mountain 401(k) Pl…$14MMiac Analytics 401(k) Plan$14MCarter & Associates Retirement Savings PlanCarter & Associates Retireme…$14MTanner Research, Inc. Profit Sharing 401(k) PlanTanner Research, Inc. Profit…$14MCitizens Bank 401(k) Retirement PlanCitizens Bank 401(k) Retirem…$14M
End-of-year total assets ($M) among Wachusett Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wachusett Mountain multi-year asset trail

Sponsor-wide plan assets over time

All Wachusett Mountain plans reported in each filing year

Latest sponsor-wide plan assets
$16M 27.9674946816386% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $15.8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 60 $12M
2023 1 65 $14M
2024 1 65 $16M

Wachusett Mountain filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN042442948
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wachusett Mountain 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wachusett Mountain 401(k) Plan, Total assets ($B): 0.014456024 · Participants: 65Wachusett Mountain 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
Wachusett Mountain 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wachusett Mountain 401(k) Plan side-by-side with 3 peers →

Wachusett Mountain 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Miac Analytics 401(k) Plan in NY ($14M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Wachusett Mountain 401(k) Plan assets move in 2023? ▼
Wachusett Mountain 401(k) Plan grew sharply - up 17.3% during 2023, from $12M to $14M. Reported net income was $2M.
How have Wachusett Mountain plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachusett Mountain's sponsor-wide assets grew 28.0%, from $12M to $16M.
Which 401(k) plans are similar in size to Wachusett Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miac Analytics 401(k) Plan in NY ($14M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Wachusett Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 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 042442948.

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.