401(k) · DOL Form 5500 · 2022
Bip Aligned Equity Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $39,257
- Avg per participant Low balance/head
Official DOL plan name: Aligned Equity Holdings 401(k) Plan · Sponsored by Bip Aligned Equity Holdings LLC · Massachusetts · Finance & Insurance
$5M in assets, 131 participants
Bip Aligned Equity Holdings LLC's Aligned Equity Holdings 401(k) Plan reported $5M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #3,307 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Aligned Equity Holdings 401(k) Plan covers 131 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #3,307
- in Finance & Insurance (9,261 peers)
- $2M
- reported net income
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 2022 · DOL Form 5500
$5,142,675 Top 49% higher than 51% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aligned Equity Holdings 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 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 (131 participants).
DOL schedule card
Filing strip 871559419 · Bip Aligned Equity Holdings LLC PY 2022 · 401(k)
Aligned Equity Holdings 401(k) Plan · $5M · 131 · 51st
- IND $5M
- IND 131
- IND 51st
- IND 401(k)
- IND near Yakama Nation Legends Casino 401(k) Plan
- IND ind #3307
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
Massachusetts filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 871559419 |
| Plan Effective Date | 2022-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bip Aligned Equity Holdings LLC)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $5M |
| 2023 | 1 | 512 | $12M |
| 2024 | 1 | 477 | $12M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
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 Yakama Nation Legends Casino 401(k) Plan in WA ($5M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Premium Brands Holdings Corporation Retirement Plan (WA) 131 · 0 off
- Tsuda USA 401(k) Plan (IN) 131 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 131 · 0 off
- Savings Plan for Employees of South Banking Company (GA) 131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.