401(k) · DOL Form 5500 · 2023

Assessment Services, Inc. 401(k) Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$985,761
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Assessment Services, Inc. 401(k) Plan · Sponsored by Assessment Services, Inc. · Massachusetts · Educational Services

$986K in assets, 1 participants

Assessment Services, Inc.'s Assessment Services, Inc. 401(k) Plan reported $986K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #576 in Educational Services (3,735 peers)

What the 2023 filing shows

Assessment Services, Inc. 401(k) Plan holds $986K for 1 participant - about $985,761 per participant, among the smaller plans by assets on file.

#576
in Educational Services (3,735 peers)
+7.2%
assets growth YoY

Assessment Services, Inc. 401(k) Plan among the smaller filed plans by assets

Assessment Services, Inc. 401(k) Plan vs every filed plan by assets

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

$985,761 24th percentile higher than 24% 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

Assessment Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assessment Services, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assessment Services, Inc. 401(k) Plan reported net income rose from -$526K in the plan year 2022 filing to $66K in the plan year 2023 filing.
  • Assessment Services, Inc. 401(k) Plan end-of-year assets rose from $919K in the plan year 2022 filing to $986K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205089639 · Assessment Services, Inc. PY 2023 · 401(k)

Assessment Services, Inc. 401(k) Plan · $986K · 1 · 24th

  • SCH $986K
  • SCH 1
  • SCH 24th
  • SCH 401(k)
  • SCH near Hometell Properties Inc. 401(k) Plan
  • SCH ind #576

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 Educational Services retirement plans → · Plans in Massachusetts →

Assessment Services, Inc. 401(k) Plan in the asset neighbourhood

Assessment Services, Inc. 401(k) PlanAssessment Services, Inc. 40…$986KHometell Properties Inc. 401(k) PlanHometell Properties Inc. 401…$986KDavid C. Stahr, Dds, PLLC 401(k) Profit Sharing PlanDavid C. Stahr, Dds, PLLC 40…$986KBel USA 401(k) Plan$986KErtec 401(k) Profit Sharing PlanErtec 401(k) Profit Sharing …$986K
End-of-year total assets ($M) among Assessment Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$919K
Net Assets (End of Year)$986K
Net Income$66K
Employer EIN205089639
Plan Effective Date2006-06-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Assessment Services, Inc.)

Sponsor-wide plan assets over time

All Assessment Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.9344613593965% vs 2022
2024 filing year
$0.9M$0.95M$1M$1.05M 202220232024 $0.92M $1.01M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1 $919K
2023 1 1 $986K
2024 1 1 $1M

Nearby 401(k) Plans in Massachusetts

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

Assessment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Assessment Services, Inc. 401(k) Plan, Total assets ($B): 0.000985761 · Participants: 1Assessment Services, 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
Assessment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Assessment Services, Inc. 401(k) Plan side-by-side with 3 peers →

Assessment Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hometell Properties Inc. 401(k) Plan in NC ($986K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($986K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Assessment Services, Inc. 401(k) Plan assets move in 2023? ▼
Assessment Services, Inc. 401(k) Plan grew at a solid clip - up 7.2% during 2023, from $919K to $986K. Reported net income was $66K.
How have Assessment Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assessment Services, Inc.'s sponsor-wide assets grew 9.9%, from $919K to $1M.
Where does Assessment Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Assessment Services, Inc. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Assessment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hometell Properties Inc. 401(k) Plan in NC ($986K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Assessment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 205089639.

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.