401(k) · DOL Form 5500 · 2023

Medford Wellington Service Co., Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
127
Participants Small participant base
64th
Percentile by assets National rank
$103,695
Avg per participant Below avg balance/head
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Official DOL plan name: Medford Wellington, Inc. 401(k) and Profit Sharing Plan · Sponsored by Medford Wellington Service Co., Inc. · Massachusetts · Construction

$13M in assets, 127 participants

Medford Wellington Service Co., Inc.'s Medford Wellington, Inc. 401(k) and Profit Sharing Plan reported $13M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,686 in Construction (9,030 peers)

Coverage in Massachusetts

Medford Wellington, Inc. 401(k) and Profit Sharing Plan covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#5,686
in Construction (9,030 peers)
+28.8%
assets growth YoY

Medford Wellington, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$13,169,264 Top 36% higher than 64% 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

Medford Wellington, Inc. 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medford Wellington, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medford Wellington, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Medford Wellington, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Medford Wellington, Inc. 401(k) and Profit Sharing Plan reported participants rose from 119 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042478203 · Medford Wellington Service Co., Inc. PY 2023 · 401(k)

Medford Wellington, Inc. 401(k) and Profit Sharing Plan · $13M · 127 · 64th

  • TYPE $13M
  • NET 127
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near James H Van Epps 401(k)Profit Sharing Plan
  • SCH ind #5686

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 Construction retirement plans → · Plans in Massachusetts →

Medford Wellington, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Medford Wellington, Inc. 401(k) and Profit Sharing PlanMedford Wellington, Inc. 401…$13MJames H Van Epps 401(k)Profit Sharing PlanJames H Van Epps 401(k)Profi…$13MCollege Entrance Examination Board Retirement Plan for Puerto Rico EmployeesCollege Entrance Examination…$13MTexas Institute for Surgery, LLP 401(k) PlanTexas Institute for Surgery,…$13MCapstan Incorporated Tax Favored Savings & Investment PlanCapstan Incorporated Tax Fav…$13M
End-of-year total assets ($M) among Medford Wellington, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN042478203
Plan Effective Date1973-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Medford Wellington Service Co., Inc.)

Sponsor-wide plan assets over time

All Medford Wellington Service Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 53.14537231235968% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.7M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 119 $10M
2023 1 127 $13M
2024 1 100 $16M

Nearby 401(k) Plans in Massachusetts

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

Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Medford Wellington, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.013169264 · Participants: 127Medford Wellington, Inc. 401(k) and 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
Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Medford Wellington, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Medford Wellington, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is James H Van Epps 401(k)Profit Sharing Plan in GA ($13M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Medford Wellington, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Medford Wellington, Inc. 401(k) and Profit Sharing Plan grew sharply - up 28.8% during 2023, from $10M to $13M. Reported net income was $3M.
How have Medford Wellington Service Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medford Wellington Service Co., Inc.'s sponsor-wide assets grew 53.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Medford Wellington, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is James H Van Epps 401(k)Profit Sharing Plan in GA ($13M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Medford Wellington, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 042478203.

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.