401(k) · DOL Form 5500 · 2023

C. P. Bourg 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 14
Participants Small participant base: 29th
Percentile by assets National rank: $130,898
Avg per participant Near avg balance/head

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Official DOL plan name: C. P. Bourg, Inc. 401(k) Plan · Sponsored by C. P. Bourg · Massachusetts · Manufacturing

$2M in assets, 14 participants

C. P. Bourg's C. P. Bourg, Inc. 401(k) Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#2,657 in Manufacturing (18,722 peers)

C. P. Bourg multi-year trail

C. P. Bourg's plans moved +30.0% in assets from 2022 to 2024; this filing shows C. P. Bourg, Inc. 401(k) Plan at $2M / 14 participants.

#2,657
in Manufacturing (18,722 peers): +17.7%
assets growth YoY

C. P. Bourg, Inc. 401(k) Plan among the smaller filed plans by assets

C. P. Bourg, Inc. 401(k) Plan vs every filed plan by assets

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

$1,832,576 29th percentile higher than 29% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

C. P. Bourg, Inc. 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. C. P. Bourg, Inc. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

C. P. Bourg, Inc. 401(k) Plan reported net income rose from -$236K in the plan year 2022 filing to $276K in the plan year 2023 filing.
C. P. Bourg, Inc. 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 14 in the plan year 2023 filing.
C. P. Bourg, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042627493 · C. P. Bourg PY 2023 · 401(k)

C. P. Bourg, Inc. 401(k) Plan · $2M · 14 · 29th

BOOK $2M
VS-ST 14
BOY 29th
SCH 401(k)
EBSA near Capital Waste Services 401(k) Plan
PART ind #2657

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 →

End-of-year total assets ($M) among C. P. Bourg, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

C. P. Bourg multi-year asset trail

Latest sponsor-wide plan assets: $2M 29.99606866727821% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	20	$2M
2023	1	14	$2M
2024	1	13	$2M

C. P. Bourg filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$276K
Employer EIN	042627493
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

C. P. Bourg, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare C. P. Bourg, Inc. 401(k) Plan side-by-side with 3 peers →

C. P. Bourg, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Capital Waste Services 401(k) Plan in SC ($2M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Capital Waste Services 401(k) Plan (SC) $2M · 316
Soderman & Sons Inc. Retirement Plan (PA) $2M · 21
Xact Tech, Inc. 401(k) Plan (NH) $2M · 15
David & Jane Silk Dds Inc 401(k) Plan & Trust (OH) $2M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Gibbs Maintenance, Profit Sharing Plan and Trust (CA) 14 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 14 · 0 off
Christopher Mullenix Dmd Md PC 401(k) Profit Sharing Plan (AL) 14 · 0 off
River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 14 · 0 off

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 C. P. Bourg, Inc. 401(k) Plan assets move in 2023? ▼

C. P. Bourg, Inc. 401(k) Plan grew sharply - up 17.7% during 2023, from $2M to $2M. Reported net income was $276K.

How have C. P. Bourg plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), C. P. Bourg's sponsor-wide assets grew 30.0%, from $2M to $2M.

Which 401(k) plans are similar in size to C. P. Bourg, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Capital Waste Services 401(k) Plan in SC ($2M, 316 participants).

Which 401(k) plans cover a similar participant headcount to C. P. Bourg, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 042627493.