401(k) · DOL Form 5500 · 2023

Norris & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$370,039
Avg per participant High balance/head
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Official DOL plan name: Norris & Associates, Inc. 401(k) Plan · Sponsored by Norris & Associates, Inc. · Massachusetts · Manufacturing

$3M in assets, 9 participants

Norris & Associates, Inc.'s Norris & Associates, Inc. 401(k) Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,860 in Manufacturing (18,722 peers)

Norris & Associates, Inc. multi-year trail

Norris & Associates, Inc.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows Norris & Associates, Inc. 401(k) Plan at $3M / 9 participants.

#3,860
in Manufacturing (18,722 peers)
+17.6%
assets growth YoY

Norris & Associates, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Norris & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$3,330,349 37th percentile higher than 37% 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

Norris & Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norris & Associates, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norris & Associates, Inc. 401(k) Plan reported net income rose from -$511K in the plan year 2022 filing to $498K in the plan year 2023 filing.
  • Norris & Associates, Inc. 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Norris & Associates, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043174850 · Norris & Associates, Inc. PY 2023 · 401(k)

Norris & Associates, Inc. 401(k) Plan · $3M · 9 · 37th

  • RANK $3M
  • RANK 9
  • RANK 37th
  • RANK 401(k)
  • RANK near Paramount Care Physicians 401(k) Plan
  • RANK ind #3860

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 →

Norris & Associates, Inc. 401(k) Plan in the asset neighbourhood

Norris & Associates, Inc. 401(k) PlanNorris & Associates, Inc. 40…$3MParamount Care Physicians 401(k) PlanParamount Care Physicians 40…$3MTowsleys, Inc. 401(k) Profit Sharing PlanTowsleys, Inc. 401(k) Profit…$3MCyruli, Shanks, & Zizmor LLP 401(k) Profit SharingCyruli, Shanks, & Zizmor LLP…$3MJim Walters Construction Co., Inc. 401(k) Profit Sharing PlanJim Walters Construction Co.…$3M
End-of-year total assets ($M) among Norris & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Norris & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Norris & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.23574296196122% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.83M $3.83M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 9 $3M
2024 1 8 $4M

Norris & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$498K
Employer EIN043174850
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.

Norris & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Norris & Associates, Inc. 401(k) Plan, Total assets ($B): 0.003330349 · Participants: 9Norris & Associates, Inc. 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
Norris & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norris & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Norris & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Paramount Care Physicians 401(k) Plan in VA ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Norris & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Norris & Associates, Inc. 401(k) Plan grew sharply - up 17.6% during 2023, from $3M to $3M. Reported net income was $498K.
How have Norris & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norris & Associates, Inc.'s sponsor-wide assets grew 35.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Norris & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paramount Care Physicians 401(k) Plan in VA ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Norris & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 043174850.

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.