401(k) · DOL Form 5500 · 2024

Cabot Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
16
Participants Small participant base
62nd
Percentile by assets National rank
$851,907
Avg per participant High balance/head
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Official DOL plan name: Cabot Wealth Management, Inc.Profit Sharing Plan · Sponsored by Cabot Wealth Management, Inc. · Massachusetts · Finance & Insurance

$14M in assets, 16 participants

Cabot Wealth Management, Inc.'s Cabot Wealth Management, Inc.Profit Sharing Plan reported $14M in total assets and 16 participants in its 2024 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.

  • #3,956 in Finance & Insurance (8,549 peers)

Cabot Wealth Management, Inc. multi-year trail

Cabot Wealth Management, Inc.'s plans moved +55.0% in assets from 2022 to 2024; this filing shows Cabot Wealth Management, Inc.Profit Sharing Plan at $14M / 16 participants.

#3,956
in Finance & Insurance (8,549 peers)
+24.0%
assets growth YoY

Cabot Wealth Management, Inc.Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Cabot Wealth Management, Inc.Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,630,515 Top 38% higher than 62% of 123,620 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 2024

Cabot Wealth Management, Inc.Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cabot Wealth Management, Inc.Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cabot Wealth Management, Inc.Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Cabot Wealth Management, Inc.Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042806081 · Cabot Wealth Management, Inc. PY 2024 · 401(k)

Cabot Wealth Management, Inc.Profit Sharing Plan · $14M · 16 · 62nd

  • BOOK $14M
  • BOOK 16
  • BOOK 62nd
  • BOOK 401(k)
  • BOOK near River City Petroleum, Inc. Tax Deferred Savings Plan
  • BOOK ind #3956

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 →

Cabot Wealth Management, Inc.Profit Sharing Plan in the asset neighbourhood

Cabot Wealth Management, Inc.Profit Sharing PlanCabot Wealth Management, Inc…$14MRiver City Petroleum, Inc. Tax Deferred Savings PlanRiver City Petroleum, Inc. T…$14MInspira and Enthuse 401(k) Profit Sharing PlanInspira and Enthuse 401(k) P…$14MKelly Mitchell Group, Inc. 401(k) Profit Sharing PlanKelly Mitchell Group, Inc. 4…$14MIkeyless, LLC 401(k) P/S Plan$14M
End-of-year total assets ($M) among Cabot Wealth Management, Inc.Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cabot Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cabot Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 55.027371590322836% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.79M $13.6M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 16 $11M
2024 1 16 $14M

Cabot Wealth Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN042806081
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Cabot Wealth Management, Inc.Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cabot Wealth Management, Inc.Profit Sharing Plan, Total assets ($B): 0.013630515 · Participants: 16Cabot Wealth Management, Inc.Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Cabot Wealth Management, Inc.Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cabot Wealth Management, Inc.Profit Sharing Plan side-by-side with 3 peers →

Cabot Wealth Management, Inc.Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is River City Petroleum, Inc. Tax Deferred Savings Plan in CA ($14M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cabot Wealth Management, Inc.Profit Sharing Plan assets move in 2024? ▼
Cabot Wealth Management, Inc.Profit Sharing Plan grew sharply - up 24.0% during 2024, from $11M to $14M. Reported net income was $3M.
How have Cabot Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cabot Wealth Management, Inc.'s sponsor-wide assets grew 55.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Cabot Wealth Management, Inc.Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is River City Petroleum, Inc. Tax Deferred Savings Plan in CA ($14M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Cabot Wealth Management, Inc.Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042806081.

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.