401(k) · DOL Form 5500 · 2024

Sullivan Mechanical Services Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
30th
Percentile by assets National rank
$261,390
Avg per participant Above avg balance/head
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Official DOL plan name: Sullivan Mechanical Services, Inc. 401(k) Plan · Sponsored by Sullivan Mechanical Services Inc. · Massachusetts · Construction

$2M in assets, 8 participants

Sullivan Mechanical Services Inc.'s Sullivan Mechanical Services, Inc. 401(k) Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,565 in Construction (9,039 peers)

Sullivan Mechanical Services Inc. multi-year trail

Sullivan Mechanical Services Inc.'s plans moved -26.2% in assets from 2022 to 2024; this filing shows Sullivan Mechanical Services, Inc. 401(k) Plan at $2M / 8 participants.

#2,565
in Construction (9,039 peers)
+30.5%
assets growth YoY

Sullivan Mechanical Services, Inc. 401(k) Plan among the smaller filed plans by assets

Sullivan Mechanical Services, Inc. 401(k) Plan vs every filed plan by assets

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

$2,091,122 30th percentile higher than 30% 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

Sullivan Mechanical Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan Mechanical Services, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sullivan Mechanical Services, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $489K in the plan year 2024 filing.
  • Sullivan Mechanical Services, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sullivan Mechanical Services, Inc. 401(k) Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042731084 · Sullivan Mechanical Services Inc. PY 2024 · 401(k)

Sullivan Mechanical Services, Inc. 401(k) Plan · $2M · 8 · 30th

  • NET $2M
  • BOOK 8
  • VS-ST 30th
  • BOY 401(k)
  • SCH near Superior Savings Bank Profit Sharing Plan
  • EBSA ind #2565

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 Construction retirement plans → · Plans in Massachusetts →

Sullivan Mechanical Services, Inc. 401(k) Plan in the asset neighbourhood

Sullivan Mechanical Services, Inc. 401(k) PlanSullivan Mechanical Services…$2MSuperior Savings Bank Profit Sharing PlanSuperior Savings Bank Profit…$2MTfl Corporation Vip Plus 401(k)Tfl Corporation Vip Plus 401…$2MGraphic Image, Inc. 401(k) PlanGraphic Image, Inc. 401(k) P…$2MT.P.C., Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Sullivan Mechanical Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sullivan Mechanical Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sullivan Mechanical Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.222141310050382% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $2.83M $2.09M ▼ -26.1%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 9 $2M
2024 1 8 $2M

Sullivan Mechanical Services Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$489K
Employer EIN042731084
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sullivan Mechanical Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sullivan Mechanical Services, Inc. 401(k) Plan, Total assets ($B): 0.002091122 · Participants: 8Sullivan Mechanical Services, Inc. 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
Sullivan Mechanical Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Sullivan Mechanical Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Superior Savings Bank Profit Sharing Plan in WI ($2M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Sullivan Mechanical Services, Inc. 401(k) Plan assets move in 2024?
Sullivan Mechanical Services, Inc. 401(k) Plan surged - up 30.5% during 2024, from $2M to $2M. Reported net income was $489K.
How have Sullivan Mechanical Services Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sullivan Mechanical Services Inc.'s sponsor-wide assets declined 26.2%, from $3M to $2M.
Which 401(k) plans are similar in size to Sullivan Mechanical Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Superior Savings Bank Profit Sharing Plan in WI ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Sullivan Mechanical Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).