401(k) · DOL Form 5500 · 2023

Bender Hatch Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
30
Participants Small participant base
47th
Percentile by assets National rank
$196,205
Avg per participant Above avg balance/head
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Official DOL plan name: Bender Hatch Insurance Profit Sharing Plan · Sponsored by Bender Hatch Insurance, Inc. · Massachusetts · Finance & Insurance

$6M in assets, 30 participants

Bender Hatch Insurance, Inc.'s Bender Hatch Insurance Profit Sharing Plan reported $6M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,011 in Finance & Insurance (8,869 peers)

Bender Hatch Insurance, Inc. multi-year trail

Bender Hatch Insurance, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Bender Hatch Insurance Profit Sharing Plan at $6M / 30 participants.

#3,011
in Finance & Insurance (8,869 peers)
+27.8%
assets growth YoY

Bender Hatch Insurance Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bender Hatch Insurance Profit Sharing Plan vs every filed plan by assets

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

$5,886,158 47th percentile higher than 47% 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

Bender Hatch Insurance 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. Bender Hatch Insurance Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bender Hatch Insurance Profit Sharing Plan reported net income rose from -$710K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bender Hatch Insurance Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bender Hatch Insurance Profit Sharing Plan reported participants rose from 29 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813843260 · Bender Hatch Insurance, Inc. PY 2023 · 401(k)

Bender Hatch Insurance Profit Sharing Plan · $6M · 30 · 47th

  • ASSETS $6M
  • PCT 30
  • EIN 47th
  • RANK 401(k)
  • PHOTO near Mission Neighborhood Health Center 401(k) Profit Sharing Plan
  • IND ind #3011

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Bender Hatch Insurance Profit Sharing Plan in the asset neighbourhood

Bender Hatch Insurance Profit Sharing PlanBender Hatch Insurance Profi…$6MMission Neighborhood Health Center 401(k) Profit Sharing PlanMission Neighborhood Health …$6MPhoenix Oversight Group 401(k) PlanPhoenix Oversight Group 401(…$6MPeople.Ai, Inc. 401(k) Plan$6MLodor Enterprises, Inc. 401(k) PlanLodor Enterprises, Inc. 401(…$6M
End-of-year total assets ($M) among Bender Hatch Insurance Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bender Hatch Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bender Hatch Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.86658846288765% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.61M $6.77M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 29 $5M
2023 1 30 $6M
2024 1 34 $7M

Bender Hatch Insurance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN813843260
Plan Effective Date1974-08-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bender Hatch Insurance Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bender Hatch Insurance Profit Sharing Plan, Total assets ($B): 0.005886158 · Participants: 30Bender Hatch Insurance 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
Bender Hatch Insurance Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bender Hatch Insurance Profit Sharing Plan side-by-side with 3 peers →

Bender Hatch Insurance Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mission Neighborhood Health Center 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Bender Hatch Insurance Profit Sharing Plan assets move in 2023? ▼
Bender Hatch Insurance Profit Sharing Plan grew sharply - up 27.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Bender Hatch Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bender Hatch Insurance, Inc.'s sponsor-wide assets grew 46.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Bender Hatch Insurance Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mission Neighborhood Health Center 401(k) Profit Sharing Plan in CA ($6M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Bender Hatch Insurance Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 813843260.

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.