401(k) · DOL Form 5500 · 2023

Advanced Instruments, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
159
Participants Small participant base
81st
Percentile by assets National rank
$212,580
Avg per participant Above avg balance/head
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Official DOL plan name: Advanced Instruments, LLC Saving and Profit Sharing Plan · Sponsored by Advanced Instruments, LLC · Massachusetts · Manufacturing

$34M in assets, 159 participants

Advanced Instruments, LLC's Advanced Instruments, LLC Saving and Profit Sharing Plan reported $34M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,675 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Advanced Instruments, LLC Saving and Profit Sharing Plan covers 159 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $34M.

#13,675
in Manufacturing (18,722 peers)
+31.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Advanced Instruments, LLC Saving and Profit Sharing Plan's outsized position by total assets

Advanced Instruments, LLC Saving and Profit Sharing Plan vs every filed plan by assets

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

$33,800,204 Top 19% higher than 81% 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

Advanced Instruments, LLC Saving and Profit Sharing 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. Advanced Instruments, LLC Saving and Profit Sharing Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Instruments, LLC Saving and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Advanced Instruments, LLC Saving and Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Advanced Instruments, LLC Saving and Profit Sharing Plan reported participants rose from 135 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042187801 · Advanced Instruments, LLC PY 2023 · 401(k)

Advanced Instruments, LLC Saving and Profit Sharing Plan · $34M · 159 · 81st

  • EBSA $34M
  • EBSA 159
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near System High Corp. 401(k) Profit Sharing Plan
  • EBSA ind #13675

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 Manufacturing retirement plans → · Plans in Massachusetts →

Advanced Instruments, LLC Saving and Profit Sharing Plan in the asset neighbourhood

The Coventry 401(k) Retirement PlanThe Coventry 401(k) Retireme…$34MAdvanced Instruments, LLC Saving and Profit Sharing PlanAdvanced Instruments, LLC Sa…$34MSystem High Corp. 401(k) Profit Sharing PlanSystem High Corp. 401(k) Pro…$34MLake Charles Anesthesiology Apmc 401(k) Profit Sharing PlanLake Charles Anesthesiology …$34MHr Strategies 401(k) Plan$34M
End-of-year total assets ($M) among Advanced Instruments, LLC Saving and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN042187801
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Instruments, LLC)

Sponsor-wide plan assets over time

All Advanced Instruments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 47.98846409730605% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $38.1M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 135 $26M
2023 1 159 $34M
2024 1 191 $38M

Nearby 401(k) Plans in Massachusetts

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

Advanced Instruments, LLC Saving and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Advanced Instruments, LLC Saving and Profit Sharing Plan, Total assets ($B): 0.033800204 · Participants: 159Advanced Instruments, LLC Saving and Profit Sharing 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
Advanced Instruments, LLC Saving and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Advanced Instruments, LLC Saving and Profit Sharing Plan side-by-side with 3 peers →

Advanced Instruments, LLC Saving and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is System High Corp. 401(k) Profit Sharing Plan in VA ($34M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Advanced Instruments, LLC Saving and Profit Sharing Plan assets move in 2023? ▼
Advanced Instruments, LLC Saving and Profit Sharing Plan surged - up 31.4% during 2023, from $26M to $34M. Reported net income was $5M.
How have Advanced Instruments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Instruments, LLC's sponsor-wide assets grew 48.0%, from $26M to $38M.
Where does Advanced Instruments, LLC Saving and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Advanced Instruments, LLC Saving and Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advanced Instruments, LLC Saving and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is System High Corp. 401(k) Profit Sharing Plan in VA ($34M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Instruments, LLC Saving and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 participants, N/A 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 042187801.

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.