401(k) · DOL Form 5500 · 2023

Bay State Suites, Inc. 401(k) Plan

Data updated 2026-08-25

$362K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$181,220
Avg per participant Above avg balance/head
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Official DOL plan name: Bay State Suites, Inc. Retirement Plan · Sponsored by Bay State Suites, Inc. · Massachusetts · Real Estate

$362K in assets, 2 participants

Bay State Suites, Inc.'s Bay State Suites, Inc. Retirement Plan reported $362K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,152 in Real Estate (4,727 peers)

Bay State Suites, Inc. multi-year trail

Bay State Suites, Inc.'s plans moved -48.6% in assets from 2022 to 2024; this filing shows Bay State Suites, Inc. Retirement Plan at $362K / 2 participants.

#1,152
in Real Estate (4,727 peers)
-9.6%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay State Suites, Inc. Retirement Plan among the smaller filed plans by assets

Bay State Suites, Inc. Retirement Plan vs every filed plan by assets

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

$362,440 15th percentile higher than 15% 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

Bay State Suites, Inc. Retirement 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. Bay State Suites, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay State Suites, Inc. Retirement Plan reported net income fell from $401K in the plan year 2022 filing to -$39K in the plan year 2023 filing.
  • Bay State Suites, Inc. Retirement Plan end-of-year assets fell from $401K in the plan year 2022 filing to $362K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 881715103 · Bay State Suites, Inc. PY 2023 · 401(k)

Bay State Suites, Inc. Retirement Plan · $362K · 2 · 15th

  • PCT $362K
  • PCT 2
  • PCT 15th
  • PCT 401(k)
  • PCT near Next Level Corporation 401(k) Plan
  • PCT ind #1152

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 Real Estate retirement plans → · Plans in Massachusetts →

Bay State Suites, Inc. Retirement Plan in the asset neighbourhood

Bay State Suites, Inc. Retirement PlanBay State Suites, Inc. Retir…$362KNext Level Corporation 401(k) PlanNext Level Corporation 401(k…$362KJulio J. Valdes, M.D., P.a. 401(k) Profit Sharing PlanJulio J. Valdes, M.D., P.a. …$362KThe Sgs Companies, Inc. 401(k) Profit Sharing PlanThe Sgs Companies, Inc. 401(…$362KJohn Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing PlanJohn Jeffery Carter Law Offi…$362K
End-of-year total assets ($M) among Bay State Suites, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bay State Suites, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bay State Suites, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$206K 48.6376055762193% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.4M $0.21M ▼ -47.5%
Year Plans Participants Total Assets
2022 1 2 $401K
2023 1 2 $362K
2024 1 2 $206K

Bay State Suites, Inc. filing trail (2023)

Total Assets (Beginning of Year)$401K
Net Assets (End of Year)$362K
Net Income-$39K
Employer EIN881715103
Plan Effective Date2022-10-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bay State Suites, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bay State Suites, Inc. Retirement Plan, Total assets ($B): 0.00036244 · Participants: 2Bay State Suites, Inc. 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
Bay State Suites, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Bay State Suites, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Next Level Corporation 401(k) Plan in CO ($362K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Bay State Suites, Inc. Retirement Plan assets move in 2023?
Bay State Suites, Inc. Retirement Plan pulled back noticeably - down 9.6% during 2023, from $401K to $362K. Reported net income was -$39K.
How have Bay State Suites, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bay State Suites, Inc.'s sponsor-wide assets declined 48.6%, from $401K to $206K.
Where does Bay State Suites, Inc. Retirement Plan rank by assets among Form 5500 filers?
Bay State Suites, Inc. Retirement Plan ranks in the 15th 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 Bay State Suites, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Next Level Corporation 401(k) Plan in CO ($362K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Bay State Suites, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).