401(k) · DOL Form 5500 · 2023

L. Knife & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$226M
Total assets Near avg plan size
1,745
Participants Near avg headcount
95th
Percentile by assets National rank
$129,275
Avg per participant Near avg balance/head
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Official DOL plan name: Sheehan Family Companies Employee Savings Plan · Sponsored by L. Knife & Son, Inc. · Massachusetts · Wholesale Trade

$226M in assets, 1,745 participants

L. Knife & Son, Inc.'s Sheehan Family Companies Employee Savings Plan reported $226M in total assets and 1,745 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,084 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Sheehan Family Companies Employee Savings Plan covers 1,745 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $226M.

#6,084
in Wholesale Trade (6,309 peers)
+19.7%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Sheehan Family Companies Employee Savings Plan's outsized position by total assets

Sheehan Family Companies Employee Savings Plan vs every filed plan by assets

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

$225,585,063 Top 5% higher than 95% 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

Sheehan Family Companies Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheehan Family Companies Employee Savings Plan lands in the large band (1,745 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheehan Family Companies Employee Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Sheehan Family Companies Employee Savings Plan end-of-year assets rose from $188M in the plan year 2022 filing to $226M in the plan year 2023 filing.
  • Sheehan Family Companies Employee Savings Plan reported participants rose from 1,663 in the plan year 2022 filing to 1,745 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042902690 · L. Knife & Son, Inc. PY 2023 · 401(k)

Sheehan Family Companies Employee Savings Plan · $226M · 1,745 · 95th

  • RANK $226M
  • RANK 1,745
  • RANK 95th
  • RANK 401(k)
  • RANK near General Health System Retirement Plus
  • RANK ind #6084

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 →

Sheehan Family Companies Employee Savings Plan in the asset neighbourhood

Total Quality Logistics, LLC Retirement PlanTotal Quality Logistics, LLC…$226MSheehan Family Companies Employee Savings PlanSheehan Family Companies Emp…$226MGeneral Health System Retirement PlusGeneral Health System Retire…$226MWoodard & Curran, Inc. 401(k) Profit Sharing PlanWoodard & Curran, Inc. 401(k…$225MPace Analytical Retirement Savings PlanPace Analytical Retirement S…$225M
End-of-year total assets ($M) among Sheehan Family Companies Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$188M
Net Assets (End of Year)$225M
Net Income$37M
Employer EIN042902690
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L. Knife & Son, Inc.)

Sponsor-wide plan assets over time

All L. Knife & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$226M 19.698944543569034% vs 2022
2023 filing year
$180M$200M$220M$240M 20222023 $188M $226M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 1,663 $188M
2023 1 1,745 $226M

Nearby 401(k) Plans in Massachusetts

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

Sheehan Family Companies Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sheehan Family Companies Employee Savings Plan, Total assets ($B): 0.225585063 · Participants: 1745Sheehan Family Companies Employee Savings 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
Sheehan Family Companies Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sheehan Family Companies Employee Savings Plan side-by-side with 3 peers →

Sheehan Family Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is General Health System Retirement Plus in LA ($226M); by covered participants it is Avaya Inc. Savings Plan for Salaried Employees in NJ (1,745 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($226M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,745 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 Sheehan Family Companies Employee Savings Plan assets move in 2023? ▼
Sheehan Family Companies Employee Savings Plan grew sharply - up 19.7% during 2023, from $188M to $226M. Reported net income was $37M.
How have L. Knife & Son, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), L. Knife & Son, Inc.'s sponsor-wide assets grew 19.7%, from $188M to $226M.
Where does Sheehan Family Companies Employee Savings Plan rank by assets among Form 5500 filers? ▼
Sheehan Family Companies Employee Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sheehan Family Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Health System Retirement Plus in LA ($226M, 3,175 participants).
Which 401(k) plans cover a similar participant headcount to Sheehan Family Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avaya Inc. Savings Plan for Salaried Employees in NJ (1,745 participants, $1.4B 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 042902690.

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.