401(k) · DOL Form 5500 · 2023

Ballard Mack Sales & Service, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
175
Participants Small participant base
68th
Percentile by assets National rank
$88,501
Avg per participant Below avg balance/head
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Official DOL plan name: Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan · Sponsored by Ballard Mack Sales & Service, Inc. · Massachusetts · Retail Trade

$15M in assets, 175 participants

Ballard Mack Sales & Service, Inc.'s Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,604 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan covers 175 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#6,604
in Retail Trade (8,414 peers)
+23.0%
assets growth YoY

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,487,718 Top 32% higher than 68% 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

Ballard Mack Sales & Service, Inc. 401(k) 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. Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan reported net income rose from -$45K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan reported participants rose from 151 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042226643 · Ballard Mack Sales & Service, Inc. PY 2023 · 401(k)

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan · $15M · 175 · 68th

  • PART $15M
  • PART 175
  • PART 68th
  • PART 401(k)
  • PART near D-Link Systems, Inc. 401(k) Plan
  • PART ind #6604

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 Retail Trade retirement plans → · Plans in Massachusetts →

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing PlanBallard Mack Sales & Service…$15MD-Link Systems, Inc. 401(k) PlanD-Link Systems, Inc. 401(k) …$15MRadiation Oncology Centers, P.C. Profit Sharing Retirement PlanRadiation Oncology Centers, …$15MWatson, Farley & Williams LLP 401(k) Employee Savings & ProfitWatson, Farley & Williams LL…$15MWagner 401(k) Plan$15M
End-of-year total assets ($M) among Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN042226643
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballard Mack Sales & Service, Inc.)

Sponsor-wide plan assets over time

All Ballard Mack Sales & Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 42.738366801547784% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $18M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 151 $13M
2023 1 175 $15M
2024 1 179 $18M

Nearby 401(k) Plans in Massachusetts

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

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.015487718 · Participants: 175Ballard Mack Sales & Service, Inc. 401(k) 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
Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is D-Link Systems, Inc. 401(k) Plan in CA ($15M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.0% during 2023, from $13M to $15M. Reported net income was $3M.
How have Ballard Mack Sales & Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballard Mack Sales & Service, Inc.'s sponsor-wide assets grew 42.7%, from $13M to $18M.
Which 401(k) plans are similar in size to Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is D-Link Systems, Inc. 401(k) Plan in CA ($15M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Ballard Mack Sales & Service, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 042226643.

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.