401(k) · DOL Form 5500 · 2023

Joe Warren & Sons Co., Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
91
Participants Small participant base
51st
Percentile by assets National rank
$75,498
Avg per participant Below avg balance/head
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Official DOL plan name: Joe Warren & Sons Co., Inc. 401(k) Plan · Sponsored by Joe Warren & Sons Co., Inc. · Massachusetts · Professional & Technical Services

$7M in assets, 91 participants

Joe Warren & Sons Co., Inc.'s Joe Warren & Sons Co., Inc. 401(k) Plan reported $7M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,965 in Professional & Technical Services (20,321 peers)

Joe Warren & Sons Co., Inc. multi-year trail

Joe Warren & Sons Co., Inc.'s plans moved +35.6% in assets from 2022 to 2024; this filing shows Joe Warren & Sons Co., Inc. 401(k) Plan at $7M / 91 participants.

#9,965
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY

Joe Warren & Sons Co., Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joe Warren & Sons Co., Inc. 401(k) Plan vs every filed plan by assets

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

$6,870,328 Top 49% higher than 51% 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

Joe Warren & Sons Co., 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. Joe Warren & Sons Co., Inc. 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joe Warren & Sons Co., Inc. 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to $530K in the plan year 2023 filing.
  • Joe Warren & Sons Co., Inc. 401(k) Plan reported participants rose from 79 in the plan year 2022 filing to 91 in the plan year 2023 filing.
  • Joe Warren & Sons Co., Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043141540 · Joe Warren & Sons Co., Inc. PY 2023 · 401(k)

Joe Warren & Sons Co., Inc. 401(k) Plan · $7M · 91 · 51st

  • EOY $7M
  • EOY 91
  • EOY 51st
  • EOY 401(k)
  • EOY near Franklin Foods, Inc. 401(k) Profit Sharing Plan
  • EOY ind #9965

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Joe Warren & Sons Co., Inc. 401(k) Plan in the asset neighbourhood

Joe Warren & Sons Co., Inc. 401(k) PlanJoe Warren & Sons Co., Inc. …$7MFranklin Foods, Inc. 401(k) Profit Sharing PlanFranklin Foods, Inc. 401(k) …$7MDental Crafters, Inc. 401(k) Profit Sharing PlanDental Crafters, Inc. 401(k)…$7MElevate Services 401(k) Plan$7MFederated Wireless, Inc. 401(k) PlanFederated Wireless, Inc. 401…$7M
End-of-year total assets ($M) among Joe Warren & Sons Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Joe Warren & Sons Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joe Warren & Sons Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.56253039950389% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.34M $8.6M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 79 $6M
2023 1 91 $7M
2024 1 102 $9M

Joe Warren & Sons Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$530K
Employer EIN043141540
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Joe Warren & Sons Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Joe Warren & Sons Co., Inc. 401(k) Plan, Total assets ($B): 0.006870328 · Participants: 91Joe Warren & Sons Co., 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
Joe Warren & Sons Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Joe Warren & Sons Co., Inc. 401(k) Plan side-by-side with 3 peers →

Joe Warren & Sons Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Franklin Foods, Inc. 401(k) Profit Sharing Plan in FL ($7M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Joe Warren & Sons Co., Inc. 401(k) Plan assets move in 2023? ▼
Joe Warren & Sons Co., Inc. 401(k) Plan grew at a solid clip - up 8.4% during 2023, from $6M to $7M. Reported net income was $530K.
How have Joe Warren & Sons Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe Warren & Sons Co., Inc.'s sponsor-wide assets grew 35.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Joe Warren & Sons Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Foods, Inc. 401(k) Profit Sharing Plan in FL ($7M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Joe Warren & Sons Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 043141540.

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.