401(k) · DOL Form 5500 · 2023

Norton and Associates Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
904
Participants Near avg headcount
39th
Percentile by assets National rank
$4,061
Avg per participant Low balance/head
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Official DOL plan name: Norton and Associates Inc. 401(k) Plan · Sponsored by Norton and Associates Inc. · Massachusetts · Other Services

$4M in assets, 904 participants

Norton and Associates Inc.'s Norton and Associates Inc. 401(k) Plan reported $4M in total assets and 904 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,872 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Norton and Associates Inc. 401(k) Plan ranks #4,872 of 7,857 2023 filers by assets (547% of the sector average)-$4M for 904 participants.

#4,872
in Other Services (7,857 peers)
+33.9%
assets growth YoY

Norton and Associates Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Norton and Associates Inc. 401(k) Plan vs every filed plan by assets

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

$3,670,921 39th percentile higher than 39% 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

Norton and Associates Inc. 401(k) 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. Norton and Associates Inc. 401(k) Plan sits mid-pack in the medium band (904 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norton and Associates Inc. 401(k) Plan reported net income rose from $151K in the plan year 2022 filing to $929K in the plan year 2023 filing.
  • Norton and Associates Inc. 401(k) Plan reported participants rose from 283 in the plan year 2022 filing to 904 in the plan year 2023 filing.
  • Norton and Associates Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043130117 · Norton and Associates Inc. PY 2023 · 401(k)

Norton and Associates Inc. 401(k) Plan · $4M · 904 · 39th

  • SCH $4M
  • SCH 904
  • SCH 39th
  • SCH 401(k)
  • SCH near Northern Geotechnical Engineering, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4872

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 →

Norton and Associates Inc. 401(k) Plan in the asset neighbourhood

Norton and Associates Inc. 401(k) PlanNorton and Associates Inc. 4…$4MNorthern Geotechnical Engineering, Inc. 401(k) Profit Sharing PlanNorthern Geotechnical Engine…$4MVector Consulting 401(k) Plan$4MAmbrosia Qsr Support Center, LLC 401(k) PlanAmbrosia Qsr Support Center,…$4ML.a. Hydro-Jet 401(k) Plan$4M
End-of-year total assets ($M) among Norton and Associates Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$929K
Employer EIN043130117
Plan Effective Date2015-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Norton and Associates Inc.)

Sponsor-wide plan assets over time

All Norton and Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $2.74M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 283 $3M
2023 1 904 $4M
2024 1 354 N/A

Nearby 401(k) Plans in Massachusetts

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

Norton and Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Norton and Associates Inc. 401(k) Plan, Total assets ($B): 0.003670921 · Participants: 904Norton and Associates 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
Norton and Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Norton and Associates Inc. 401(k) Plan side-by-side with 3 peers →

Norton and Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Northern Geotechnical Engineering, Inc. 401(k) Profit Sharing Plan in AK ($4M); by covered participants it is Headwater Companies, LLC 401(k) Plan in IN (904 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (904 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 Norton and Associates Inc. 401(k) Plan assets move in 2023? ▼
Norton and Associates Inc. 401(k) Plan surged - up 33.9% during 2023, from $3M to $4M. Reported net income was $929K.
Which 401(k) plans are similar in size to Norton and Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Geotechnical Engineering, Inc. 401(k) Profit Sharing Plan in AK ($4M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Norton and Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Headwater Companies, LLC 401(k) Plan in IN (904 participants, $54M 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 043130117.

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.