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
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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

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 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

Aligned Equity Holdings 401(k) PlanAligned Equity Holdings 401(…$5MYakama Nation Legends Casino 401(k) PlanYakama Nation Legends Casino…$5MMolekule 401(k) Plan$5MBrester Construction, Inc. 401(k) Retirement PlanBrester Construction, Inc. 4…$5MKnowles Industrial Services Corporation 401(k) PlanKnowles Industrial Services …$5M
End-of-year total assets ($M) among Aligned Equity Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN871559419
Plan Effective Date2022-08-01
Filing StatusFILING 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
$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

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. -200000200004000060000 -100102030 Total assets ($B) Participants Aligned Equity Holdings 401(k) Plan, Total assets ($B): 0.005142675 · Participants: 131Aligned Equity Holdings 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Aligned Equity Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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 Yakama Nation Legends Casino 401(k) Plan in WA ($5M, 669 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 Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M in assets).