401(k) · DOL Form 5500 · 2023

Bip Aligned Equity Holdings LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
512
Participants Below avg headcount
62nd
Percentile by assets National rank
$22,808
Avg per participant Low balance/head
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Official DOL plan name: Aligned Equity Holdings 401(k) Plan · Sponsored by Bip Aligned Equity Holdings LLC · Massachusetts · Finance & Insurance

$12M in assets, 512 participants

Bip Aligned Equity Holdings LLC's Aligned Equity Holdings 401(k) Plan reported $12M in total assets and 512 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,152 in Finance & Insurance (8,869 peers)

Bip Aligned Equity Holdings LLC multi-year trail

Bip Aligned Equity Holdings LLC's plans moved +131.4% in assets from 2022 to 2024; this filing shows Aligned Equity Holdings 401(k) Plan at $12M / 512 participants.

#4,152
in Finance & Insurance (8,869 peers)
+127.1%
assets growth YoY

Aligned Equity Holdings 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Aligned Equity Holdings 401(k) Plan vs every filed plan by assets

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

$11,677,835 Top 38% higher than 62% 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

Aligned Equity Holdings 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. Aligned Equity Holdings 401(k) Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aligned Equity Holdings 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 512 in the plan year 2023 filing.
  • Aligned Equity Holdings 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Aligned Equity Holdings 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 871559419 · Bip Aligned Equity Holdings LLC PY 2023 · 401(k)

Aligned Equity Holdings 401(k) Plan · $12M · 512 · 62nd

  • BOY $12M
  • BOY 512
  • BOY 62nd
  • BOY 401(k)
  • BOY near Popsockets LLC 401(k) Plan
  • BOY ind #4152

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Aligned Equity Holdings 401(k) Plan in the asset neighbourhood

Aligned Equity Holdings 401(k) PlanAligned Equity Holdings 401(…$12MPopsockets LLC 401(k) Plan$12MCaravel Autism Health, LLC 401(k) PlanCaravel Autism Health, LLC 4…$12MGraco Interests, Inc. Profit Sharing PlanGraco Interests, Inc. Profit…$12MFirst Baird Bancshares, Inc. 401(k) Profit Sharing PlanFirst Baird Bancshares, Inc.…$12M
End-of-year total assets ($M) among Aligned Equity Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bip Aligned Equity Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bip Aligned Equity Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 131.4392412509054% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.14M $11.9M ▲ +131.5%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 512 $12M
2024 1 477 $12M

Bip Aligned Equity Holdings LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN871559419
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Aligned Equity Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Aligned Equity Holdings 401(k) Plan, Total assets ($B): 0.011677835 · Participants: 512Aligned Equity Holdings 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
Aligned Equity Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Aligned Equity Holdings 401(k) Plan side-by-side with 3 peers →

Aligned Equity Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Popsockets LLC 401(k) Plan in CO ($12M); by covered participants it is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Aligned Equity Holdings 401(k) Plan assets move in 2023? ▼
Aligned Equity Holdings 401(k) Plan surged - up 127.1% during 2023, from $5M to $12M. Reported net income was $3M.
How have Bip Aligned Equity Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bip Aligned Equity Holdings LLC's sponsor-wide assets grew 131.4%, from $5M to $12M.
Which 401(k) plans are similar in size to Aligned Equity Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Popsockets LLC 401(k) Plan in CO ($12M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Aligned Equity Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants, $52M 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 871559419.

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.