401(k) · DOL Form 5500 · 2023

A & J Compounding, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
55
Participants Small participant base
52nd
Percentile by assets National rank
$132,449
Avg per participant Near avg balance/head
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Official DOL plan name: A & J 401(k) Profit Sharing Plan · Sponsored by A & J Compounding, Inc. · Massachusetts · Retail Trade

$7M in assets, 55 participants

A & J Compounding, Inc.'s A & J 401(k) Profit Sharing Plan reported $7M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,215 in Retail Trade (8,414 peers)

A & J Compounding, Inc. multi-year trail

A & J Compounding, Inc.'s plans moved +59.2% in assets from 2022 to 2024; this filing shows A & J 401(k) Profit Sharing Plan at $7M / 55 participants.

#5,215
in Retail Trade (8,414 peers)
+26.3%
assets growth YoY

A & J 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

A & J 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,284,707 Top 48% higher than 52% 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

A & J 401(k) Profit Sharing 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. A & J 401(k) Profit Sharing Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A & J 401(k) Profit Sharing Plan reported net income rose from -$927K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • A & J 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • A & J 401(k) Profit Sharing Plan reported participants fell from 58 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821449827 · A & J Compounding, Inc. PY 2023 · 401(k)

A & J 401(k) Profit Sharing Plan · $7M · 55 · 52nd

  • ASSETS $7M
  • PCT 55
  • EIN 52nd
  • RANK 401(k)
  • PHOTO near Air Conditioning Innovative Solutions 401(k) Plan
  • IND ind #5215

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 →

A & J 401(k) Profit Sharing Plan in the asset neighbourhood

Air Conditioning Innovative Solutions 401(k) PlanAir Conditioning Innovative …$7MMuck Rack 401(k) Plan$7MA & J 401(k) Profit Sharing PlanA & J 401(k) Profit Sharing …$7MSouthern Motion, Inc. 401(k) PlanSouthern Motion, Inc. 401(k)…$7MRe Investments 401(k) Plan$7M
End-of-year total assets ($M) among A & J 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

A & J Compounding, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A & J Compounding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 59.181825921567274% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.77M $9.18M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 58 $6M
2023 1 55 $7M
2024 1 60 $9M

A & J Compounding, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN821449827
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

A & J 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants A & J 401(k) Profit Sharing Plan, Total assets ($B): 0.007284707 · Participants: 55A & J 401(k) Profit Sharing 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
A & J 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare A & J 401(k) Profit Sharing Plan side-by-side with 3 peers →

A & J 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Air Conditioning Innovative Solutions 401(k) Plan in TX ($7M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 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 (55 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 A & J 401(k) Profit Sharing Plan assets move in 2023? ▼
A & J 401(k) Profit Sharing Plan grew sharply - up 26.3% during 2023, from $6M to $7M. Reported net income was $2M.
How have A & J Compounding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A & J Compounding, Inc.'s sponsor-wide assets grew 59.2%, from $6M to $9M.
Which 401(k) plans are similar in size to A & J 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Air Conditioning Innovative Solutions 401(k) Plan in TX ($7M, 166 participants).
Which 401(k) plans cover a similar participant headcount to A & J 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M 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 821449827.

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.