401(k) · DOL Form 5500 · 2023

John Nagle Co. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
56th
Percentile by assets National rank
$76,823
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: John Nagle Co. Retirement Plan · Sponsored by John Nagle Co. · Massachusetts · Wholesale Trade

$9M in assets, 115 participants

John Nagle Co.'s John Nagle Co. Retirement Plan reported $9M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,970 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

John Nagle Co. Retirement Plan covers 115 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#2,970
in Wholesale Trade (6,309 peers)
+21.3%
assets growth YoY

John Nagle Co. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

John Nagle Co. Retirement Plan vs every filed plan by assets

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

$8,834,697 Top 44% higher than 56% 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

John Nagle Co. Retirement 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. John Nagle Co. Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Nagle Co. Retirement Plan reported net income rose from -$368K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • John Nagle Co. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • John Nagle Co. Retirement Plan reported participants rose from 108 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041649260 · John Nagle Co. PY 2023 · 401(k)

John Nagle Co. Retirement Plan · $9M · 115 · 56th

  • PART $9M
  • PART 115
  • PART 56th
  • PART 401(k)
  • PART near System 2/90, Inc. 401 (K) and Employee Stock Ownership Plan
  • PART ind #2970

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

John Nagle Co. Retirement Plan in the asset neighbourhood

Meca 401(k) Profit Sharing PlanMeca 401(k) Profit Sharing P…$9MEdible Arrangements, LLC 401(k) PlanEdible Arrangements, LLC 401…$9MJohn Nagle Co. Retirement PlanJohn Nagle Co. Retirement Pl…$9MSystem 2/90, Inc. 401 (K) and Employee Stock Ownership PlanSystem 2/90, Inc. 401 (K) an…$9MPanorama Mortgage Group, LLC 401(k) PlanPanorama Mortgage Group, LLC…$9M
End-of-year total assets ($M) among John Nagle Co. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN041649260
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Nagle Co.)

Sponsor-wide plan assets over time

All John Nagle Co. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.12877907008662% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.29M $10.1M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 108 $7M
2023 1 115 $9M
2024 1 109 $10M

Nearby 401(k) Plans in Massachusetts

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

John Nagle Co. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants John Nagle Co. Retirement Plan, Total assets ($B): 0.008834697 · Participants: 115John Nagle Co. 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
John Nagle Co. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare John Nagle Co. Retirement Plan side-by-side with 3 peers →

John Nagle Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is System 2/90, Inc. 401 (K) and Employee Stock Ownership Plan in MI ($9M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 John Nagle Co. Retirement Plan assets move in 2023? ▼
John Nagle Co. Retirement Plan grew sharply - up 21.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have John Nagle Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Nagle Co.'s sponsor-wide assets grew 38.1%, from $7M to $10M.
Which 401(k) plans are similar in size to John Nagle Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is System 2/90, Inc. 401 (K) and Employee Stock Ownership Plan in MI ($9M, 64 participants).
Which 401(k) plans cover a similar participant headcount to John Nagle Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 041649260.

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.