401(k) · DOL Form 5500 · 2023

Congress Asset Management Co. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
63
Participants Small participant base
86th
Percentile by assets National rank
$798,975
Avg per participant High balance/head
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Official DOL plan name: Congress Asset Management Co. 401(k) Plan · Sponsored by Congress Asset Management Co. · Massachusetts · Finance & Insurance

$50M in assets, 63 participants

Congress Asset Management Co.'s Congress Asset Management Co. 401(k) Plan reported $50M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,904 in Finance & Insurance (8,869 peers)

Where Congress Asset Management Co. 401(k) Plan sits by assets

Congress Asset Management Co. 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 63 participants (~$798,975/participant), up 29.9% in 2023.

#6,904
in Finance & Insurance (8,869 peers)
+29.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Congress Asset Management Co. 401(k) Plan's outsized position by total assets

Congress Asset Management Co. 401(k) Plan vs every filed plan by assets

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

$50,335,429 Top 14% higher than 86% 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

Congress Asset Management Co. 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. Congress Asset Management Co. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Congress Asset Management Co. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Congress Asset Management Co. 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Congress Asset Management Co. 401(k) Plan reported participants rose from 61 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042848965 · Congress Asset Management Co. PY 2023 · 401(k)

Congress Asset Management Co. 401(k) Plan · $50M · 63 · 86th

  • PHOTO $50M
  • PHOTO 63
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Sirsidynix 401(k) Profit Sharing Plan
  • PHOTO ind #6904

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 →

Congress Asset Management Co. 401(k) Plan in the asset neighbourhood

Congress Asset Management Co. 401(k) PlanCongress Asset Management Co…$50MSirsidynix 401(k) Profit Sharing PlanSirsidynix 401(k) Profit Sha…$50MGriffiths Corporation Retirement Savings PlanGriffiths Corporation Retire…$50MExco Resources, Inc. 401(k) PlanExco Resources, Inc. 401(k) …$50MGrassland Dairy Products Profit Sharing PlanGrassland Dairy Products Pro…$50M
End-of-year total assets ($M) among Congress Asset Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$50M
Net Income$12M
Employer EIN042848965
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Congress Asset Management Co.)

Sponsor-wide plan assets over time

All Congress Asset Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 64.73447327082063% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.8M $63.8M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 61 $39M
2023 1 63 $50M
2024 1 61 $64M

Nearby 401(k) Plans in Massachusetts

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

Congress Asset Management Co. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Congress Asset Management Co. 401(k) Plan, Total assets ($B): 0.050335429 · Participants: 63Congress Asset Management Co. 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
Congress Asset Management Co. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Congress Asset Management Co. 401(k) Plan side-by-side with 3 peers →

Congress Asset Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sirsidynix 401(k) Profit Sharing Plan in UT ($50M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Congress Asset Management Co. 401(k) Plan assets move in 2023? ▼
Congress Asset Management Co. 401(k) Plan grew sharply - up 29.9% during 2023, from $39M to $50M. Reported net income was $12M.
How have Congress Asset Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congress Asset Management Co.'s sponsor-wide assets grew 64.7%, from $39M to $64M.
Where does Congress Asset Management Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Congress Asset Management Co. 401(k) Plan ranks in the 86th 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 Congress Asset Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sirsidynix 401(k) Profit Sharing Plan in UT ($50M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Congress Asset Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 042848965.

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.