401(k) · DOL Form 5500 · 2023

Northern Tree Service, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
135
Participants Small participant base
64th
Percentile by assets National rank
$94,596
Avg per participant Below avg balance/head
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Official DOL plan name: Northern Tree Service, LLC 401(k) Retirement Plan · Sponsored by Northern Tree Service, LLC · Massachusetts · Administrative & Support Services

$13M in assets, 135 participants

Northern Tree Service, LLC's Northern Tree Service, LLC 401(k) Retirement Plan reported $13M in total assets and 135 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.

  • #3,516 in Administrative & Support Services (4,372 peers)

Coverage in Massachusetts

Northern Tree Service, LLC 401(k) Retirement Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#3,516
in Administrative & Support Services (4,372 peers)
+20.0%
assets growth YoY

Northern Tree Service, LLC 401(k) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Northern Tree Service, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$12,770,481 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

Northern Tree Service, LLC 401(k) Retirement 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. Northern Tree Service, LLC 401(k) Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Tree Service, LLC 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northern Tree Service, LLC 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Northern Tree Service, LLC 401(k) Retirement Plan reported participants rose from 119 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 851718250 · Northern Tree Service, LLC PY 2023 · 401(k)

Northern Tree Service, LLC 401(k) Retirement Plan · $13M · 135 · 64th

  • BOOK $13M
  • BOOK 135
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Arch-Con. 401(k) Plan
  • BOOK ind #3516

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Northern Tree Service, LLC 401(k) Retirement Plan in the asset neighbourhood

Northern Tree Service, LLC 401(k) Retirement PlanNorthern Tree Service, LLC 4…$13MArch-Con. 401(k) Plan$13MHotel & Restaurant Supply 401(k) PlanHotel & Restaurant Supply 40…$13MGalena Associates 401(k) Plan$13MInterlinc Mortgage Services, LLC 401(k) PlanInterlinc Mortgage Services,…$13M
End-of-year total assets ($M) among Northern Tree Service, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN851718250
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Tree Service, LLC)

Sponsor-wide plan assets over time

All Northern Tree Service, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 37.64453956224638% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.6M $14.7M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 119 $11M
2023 1 135 $13M
2024 1 132 $15M

Nearby 401(k) Plans in Massachusetts

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

Northern Tree Service, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Northern Tree Service, LLC 401(k) Retirement Plan, Total assets ($B): 0.012770481 · Participants: 135Northern Tree Service, LLC 401(k) Retirement 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
Northern Tree Service, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Northern Tree Service, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Northern Tree Service, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Arch-Con. 401(k) Plan in TX ($13M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Northern Tree Service, LLC 401(k) Retirement Plan assets move in 2023? ▼
Northern Tree Service, LLC 401(k) Retirement Plan grew sharply - up 20.0% during 2023, from $11M to $13M. Reported net income was $2M.
How have Northern Tree Service, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Tree Service, LLC's sponsor-wide assets grew 37.6%, from $11M to $15M.
Which 401(k) plans are similar in size to Northern Tree Service, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arch-Con. 401(k) Plan in TX ($13M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Northern Tree Service, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 851718250.

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.