401(k) · DOL Form 5500 · 2023

Proteus Fund Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
61
Participants Small participant base
59th
Percentile by assets National rank
$168,432
Avg per participant Above avg balance/head
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Official DOL plan name: Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Proteus Fund Inc. · Massachusetts · Other Services

$10M in assets, 61 participants

Proteus Fund Inc.'s Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,029 in Other Services (7,857 peers)

Proteus Fund Inc. multi-year trail

Proteus Fund Inc.'s plans moved +93.3% in assets from 2022 to 2024; this filing shows Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust at $10M / 61 participants.

#6,029
in Other Services (7,857 peers)
+52.8%
assets growth YoY

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,274,378 Top 41% higher than 59% 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

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$211K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 77 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043243004 · Proteus Fund Inc. PY 2023 · 401(k)

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust · $10M · 61 · 59th

  • NET $10M
  • BOOK 61
  • VS-ST 59th
  • BOY 401(k)
  • SCH near Harper Systems, Inc. 401(k) Plan
  • EBSA ind #6029

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 Other Services retirement plans → · Plans in Massachusetts →

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Dundee Citrus Growers Association Savings PlanDundee Citrus Growers Associ…$10MProteus Fund Inc. 401(k) Profit Sharing Plan & TrustProteus Fund Inc. 401(k) Pro…$10MHarper Systems, Inc. 401(k) PlanHarper Systems, Inc. 401(k) …$10MMountain State Auto Auction in 401(k) Profit Sharing Plan & TrustMountain State Auto Auction …$10MErnst Law Group, a Law Corporation 401(k) Profit Sharing PlanErnst Law Group, a Law Corpo…$10M
End-of-year total assets ($M) among Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Proteus Fund Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Proteus Fund Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 93.3283616269525% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.72M $13M ▲ +93.5%
Year Plans Participants Total Assets
2022 1 77 $7M
2023 1 61 $10M
2024 1 91 $13M

Proteus Fund Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN043243004
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010274378 · Participants: 61Proteus Fund Inc. 401(k) Profit Sharing Plan & TrustFidelity 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
Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Harper Systems, Inc. 401(k) Plan in TX ($10M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust surged - up 52.8% during 2023, from $7M to $10M. Reported net income was $4M.
How have Proteus Fund Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proteus Fund Inc.'s sponsor-wide assets grew 93.3%, from $7M to $13M.
Which 401(k) plans are similar in size to Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harper Systems, Inc. 401(k) Plan in TX ($10M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 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 043243004.

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.