401(k) · DOL Form 5500 · 2023
Sullivan & Worcester LLP 401(k) Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 187
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $578,225
- Avg per participant High balance/head
Official DOL plan name: Sullivan & Worcester LLP Savings and Investment Plan · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services
$108M in assets, 187 participants
Sullivan & Worcester LLP's Sullivan & Worcester LLP Savings and Investment Plan reported $108M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,884 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Sullivan & Worcester LLP Savings and Investment Plan covers 187 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $108M.
- #18,884
- in Professional & Technical Services (20,321 peers)
- +5.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Sullivan & Worcester LLP Savings and Investment Plan's outsized position by total assets
Sullivan & Worcester LLP Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$108,128,079 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sullivan & Worcester LLP Savings and Investment 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. Sullivan & Worcester LLP Savings and Investment Plan sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sullivan & Worcester LLP Savings and Investment Plan reported net income rose from -$24M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sullivan & Worcester LLP Savings and Investment Plan reported participants fell from 204 in the plan year 2022 filing to 187 in the plan year 2023 filing.
- Sullivan & Worcester LLP Savings and Investment Plan end-of-year assets rose from $102M in the plan year 2022 filing to $108M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042387531 · Sullivan & Worcester LLP PY 2023 · 401(k)
Sullivan & Worcester LLP Savings and Investment Plan · $108M · 187 · 92nd
- EBSA $108M
- PART 187
- TYPE 92nd
- NET 401(k)
- BOOK near Viking Yacht Company Retirement Savings Plan
- VS-ST ind #18884
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Sullivan & Worcester LLP Savings and Investment Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $5M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan & Worcester LLP)
Sponsor-wide plan assets over time
All Sullivan & Worcester LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 17.902557091527118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 431 | $202M |
| 2023 | 3 | 399 | $217M |
| 2024 | 3 | 413 | $239M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Sullivan & Worcester LLP Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Viking Yacht Company Retirement Savings Plan in NJ ($108M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Viking Yacht Company Retirement Savings Plan (NJ) $108M · 1,705
- Murtha Cullina LLP Profit Sharing Retirement Plan (CT) $108M · 139
- J-W Power Company Employee Profit Sharing Trust and 401(k) Plan (TX) $108M · 577
- Daseke, Inc. 401(k) Retirement Plan (TX) $108M · 2,784
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- The Infosoft Group Retirement Plan (WI) 187 · 0 off
- Alltrails 401(k) Plan (CA) 187 · 0 off
- Unipart Services America Inc. 401(k) Plan for Non-Union Employees (NJ) 187 · 0 off
- Energy Management Collaborative 401 (K) Plan (MN) 187 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.