401(k) · DOL Form 5500 · 2024

A.D. Makepeace Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
119
Participants Small participant base
61st
Percentile by assets National rank
$108,092
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: A.D. Makepeace Company 401(k) Plan · Sponsored by A.D. Makepeace Company · Massachusetts · Real Estate

$13M in assets, 119 participants

A.D. Makepeace Company's A.D. Makepeace Company 401(k) Plan reported $13M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,582 in Real Estate (4,605 peers)

Coverage in Massachusetts

A.D. Makepeace Company 401(k) Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#3,582
in Real Estate (4,605 peers)
-5.6%
assets change YoY

The plan reported a net loss of $758K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A.D. Makepeace Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

A.D. Makepeace Company 401(k) Plan vs every filed plan by assets

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

$12,862,988 Top 39% higher than 61% 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

A.D. Makepeace Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.D. Makepeace Company 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A.D. Makepeace Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$758K in the plan year 2024 filing.
  • A.D. Makepeace Company 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • A.D. Makepeace Company 401(k) Plan reported participants rose from 114 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041573900 · A.D. Makepeace Company PY 2024 · 401(k)

A.D. Makepeace Company 401(k) Plan · $13M · 119 · 61st

  • PART $13M
  • TYPE 119
  • NET 61st
  • BOOK 401(k)
  • VS-ST near Tiya 401(k) Plan
  • BOY ind #3582

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 →

A.D. Makepeace Company 401(k) Plan in the asset neighbourhood

A.D. Makepeace Company 401(k) PlanA.D. Makepeace Company 401(k…$13MTiya 401(k) Plan$13MConstruction Employers' Funded 401(k) Profit Sharing PlanConstruction Employers' Fund…$13MRegenesis Bioremediation Products 401(k) Profit Sharing Plan & TrustRegenesis Bioremediation Pro…$13M401(k) Profit Sharing Plan and Trust for Employees of Williams Company - Management Group401(k) Profit Sharing Plan a…$13M
End-of-year total assets ($M) among A.D. Makepeace Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$758K
Employer EIN041573900
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.D. Makepeace Company)

Sponsor-wide plan assets over time

All A.D. Makepeace Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.919127174798582% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $12.9M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 106 $11M
2023 1 114 $14M
2024 1 119 $13M

Nearby 401(k) Plans in Massachusetts

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

A.D. Makepeace Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants A.D. Makepeace Company 401(k) Plan, Total assets ($B): 0.012862988 · Participants: 119A.D. Makepeace Company 401(k) 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
A.D. Makepeace Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare A.D. Makepeace Company 401(k) Plan side-by-side with 3 peers →

A.D. Makepeace Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tiya 401(k) Plan in LA ($13M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

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 A.D. Makepeace Company 401(k) Plan assets move in 2024? ▼
A.D. Makepeace Company 401(k) Plan pulled back noticeably - down 5.6% during 2024, from $14M to $13M. Reported net income was -$758K.
How have A.D. Makepeace Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.D. Makepeace Company's sponsor-wide assets grew 13.9%, from $11M to $13M.
Which 401(k) plans are similar in size to A.D. Makepeace Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tiya 401(k) Plan in LA ($13M, 311 participants).
Which 401(k) plans cover a similar participant headcount to A.D. Makepeace Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A 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 041573900.

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.