401(k) · DOL Form 5500 · 2023

Balise Motor Sales Company 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,249
Participants Near avg headcount
82nd
Percentile by assets National rank
$30,764
Avg per participant Low balance/head
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Official DOL plan name: Balise Motor Sales Company 401(k) Retirement Plan · Sponsored by Balise Motor Sales Company · Massachusetts · Retail Trade

$38M in assets, 1,249 participants

Balise Motor Sales Company's Balise Motor Sales Company 401(k) Retirement Plan reported $38M in total assets and 1,249 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,574 in Retail Trade (8,414 peers)

Where Balise Motor Sales Company 401(k) Retirement Plan sits by assets

Balise Motor Sales Company 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 1,249 participants (~$30,764/participant), up 20.7% in 2023.

#7,574
in Retail Trade (8,414 peers)
+20.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Balise Motor Sales Company 401(k) Retirement Plan's outsized position by total assets

Balise Motor Sales Company 401(k) Retirement Plan vs every filed plan by assets

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

$38,424,195 Top 18% higher than 82% 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

Balise Motor Sales Company 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balise Motor Sales Company 401(k) Retirement Plan lands in the large band (1,249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balise Motor Sales Company 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Balise Motor Sales Company 401(k) Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Balise Motor Sales Company 401(k) Retirement Plan reported participants rose from 1,124 in the plan year 2022 filing to 1,249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550811490 · Balise Motor Sales Company PY 2023 · 401(k)

Balise Motor Sales Company 401(k) Retirement Plan · $38M · 1,249 · 82nd

  • TYPE $38M
  • TYPE 1,249
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Wisdomtree, Inc 401(k) Retirement Plan
  • TYPE ind #7574

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 Retail Trade retirement plans → · Plans in Massachusetts →

Balise Motor Sales Company 401(k) Retirement Plan in the asset neighbourhood

Wisdomtree, Inc 401(k) Retirement PlanWisdomtree, Inc 401(k) Retir…$38MClinicomp International 401(k) Profit Sharing PlanClinicomp International 401(…$38MBalise Motor Sales Company 401(k) Retirement PlanBalise Motor Sales Company 4…$38MGeovera Holdings, Inc. 401(k) PlanGeovera Holdings, Inc. 401(k…$38MAmerica II Corp. Retirement Savings PlanAmerica II Corp. Retirement …$38M
End-of-year total assets ($M) among Balise Motor Sales Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN550811490
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balise Motor Sales Company)

Sponsor-wide plan assets over time

All Balise Motor Sales Company plans reported in each filing year

Latest sponsor-wide plan assets
$45M 41.13249234548892% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.8M $44.9M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 1,124 $32M
2023 1 1,249 $38M
2024 1 1,364 $45M

Nearby 401(k) Plans in Massachusetts

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

Balise Motor Sales Company 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Balise Motor Sales Company 401(k) Retirement Plan, Total assets ($B): 0.038424195 · Participants: 1249Balise Motor Sales Company 401(k) 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
Balise Motor Sales Company 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Balise Motor Sales Company 401(k) Retirement Plan side-by-side with 3 peers →

Balise Motor Sales Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Wisdomtree, Inc 401(k) Retirement Plan in NY ($38M); by covered participants it is Grange Enterprise Incentive Savings Plan in OH (1,249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,249 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 Balise Motor Sales Company 401(k) Retirement Plan assets move in 2023? ▼
Balise Motor Sales Company 401(k) Retirement Plan grew sharply - up 20.7% during 2023, from $32M to $38M. Reported net income was $7M.
How have Balise Motor Sales Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balise Motor Sales Company's sponsor-wide assets grew 41.1%, from $32M to $45M.
Where does Balise Motor Sales Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Balise Motor Sales Company 401(k) Retirement Plan ranks in the 82nd 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 Balise Motor Sales Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisdomtree, Inc 401(k) Retirement Plan in NY ($38M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Balise Motor Sales Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grange Enterprise Incentive Savings Plan in OH (1,249 participants, $373M 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 550811490.

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.