Other · DOL Form 5500 · 2023

The Bottom Line Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
141
Participants Small participant base
45th
Percentile by assets National rank
$36,199
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bottom Line 403(b) Plan · Sponsored by The Bottom Line Inc. · Massachusetts · Educational Services

$5M in assets, 141 participants

The Bottom Line Inc.'s Bottom Line 403(b) Plan reported $5M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,114 in Educational Services (3,735 peers)

Coverage in Massachusetts

Bottom Line 403(b) Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#1,114
in Educational Services (3,735 peers)
+38.0%
assets growth YoY

Bottom Line 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Bottom Line 403(b) Plan vs every filed plan by assets

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

$5,104,014 45th percentile higher than 45% 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

Bottom Line 403(b) 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. Bottom Line 403(b) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bottom Line 403(b) Plan reported net income rose from $766K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bottom Line 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bottom Line 403(b) Plan reported participants rose from 129 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043351427 · The Bottom Line Inc. PY 2023 · Other

Bottom Line 403(b) Plan · $5M · 141 · 45th

  • ASSETS $5M
  • ASSETS 141
  • ASSETS 45th
  • ASSETS Other
  • ASSETS near 403(b) Thrift Plan of Job Path, Inc.
  • ASSETS ind #1114

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 Educational Services retirement plans → · Plans in Massachusetts →

Bottom Line 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Carter Burden Network, Inc.403(b) Thrift Plan of Carter…$5M403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc.403b Thrift Plan for the Goo…$5MBottom Line 403(b) Plan$5M403(b) Thrift Plan of Job Path, Inc.403(b) Thrift Plan of Job Pa…$5MCalifornia Science Center Foundation Defined Contribution Retirement PlanCalifornia Science Center Fo…$5M
End-of-year total assets ($M) among Bottom Line 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN043351427
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bottom Line Inc.)

Sponsor-wide plan assets over time

All The Bottom Line Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 78.26122461119967% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.7M $6.59M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 129 $4M
2023 1 141 $5M
2024 1 152 $7M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Bottom Line 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Bottom Line 403(b) Plan, Total assets ($B): 0.005104014 · Participants: 141Bottom Line 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Bottom Line 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Bottom Line 403(b) Plan side-by-side with 3 peers →

Bottom Line 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Job Path, Inc. in NY ($5M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants). Same-state nearby plans are listed separately above.

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 Bottom Line 403(b) Plan assets move in 2023? ▼
Bottom Line 403(b) Plan surged - up 38.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have The Bottom Line Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bottom Line Inc.'s sponsor-wide assets grew 78.3%, from $4M to $7M.
Which Other plans are similar in size to Bottom Line 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Job Path, Inc. in NY ($5M, 171 participants).
Which Other plans cover a similar participant headcount to Bottom Line 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants, $118M 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 043351427.

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.