401(k) · DOL Form 5500 · 2024
Puritan Lawn Memorial Park 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $161,936
- Avg per participant Above avg balance/head
Official DOL plan name: Puritan Lawn Memorial Park 401(k) Profit Sharing Plan · Sponsored by Puritan Lawn Memorial Park · Massachusetts · Real Estate
$3M in assets, 20 participants
Puritan Lawn Memorial Park's Puritan Lawn Memorial Park 401(k) Profit Sharing Plan reported $3M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #2,526 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Puritan Lawn Memorial Park 401(k) Profit Sharing Plan ranks #2,526 of 4,605 2024 filers by assets (802% of the sector average)-$3M for 20 participants.
- #2,526
- in Real Estate (4,605 peers)
- +21.9%
- assets growth YoY
Puritan Lawn Memorial Park 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Puritan Lawn Memorial Park 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,238,712 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Puritan Lawn Memorial Park 401(k) 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. Puritan Lawn Memorial Park 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Puritan Lawn Memorial Park 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Puritan Lawn Memorial Park 401(k) Profit Sharing Plan reported net income rose from $545K in the plan year 2023 filing to $582K in the plan year 2024 filing.
- Puritan Lawn Memorial Park 401(k) Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 20 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042460597 · Puritan Lawn Memorial Park PY 2024 · 401(k)
Puritan Lawn Memorial Park 401(k) Profit Sharing Plan · $3M · 20 · 35th
- BOOK $3M
- VS-ST 20
- BOY 35th
- SCH 401(k)
- EBSA near Ma Cher Retirement Savings Plan
- PART ind #2526
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 Real Estate retirement plans → · Plans in Massachusetts →
Puritan Lawn Memorial Park 401(k) Profit Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $582K |
| Employer EIN | 042460597 |
| Plan Effective Date | 1988-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Puritan Lawn Memorial Park)
Sponsor-wide plan assets over time
All Puritan Lawn Memorial Park plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 53.427435018484935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $2M |
| 2023 | 1 | 21 | $3M |
| 2024 | 1 | 20 | $3M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Puritan Lawn Memorial Park 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ma Cher Retirement Savings Plan in CA ($3M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.