401(k) · DOL Form 5500 · 2024

Bay State Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
36
Participants Small participant base
38th
Percentile by assets National rank
$108,433
Avg per participant Below avg balance/head
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Official DOL plan name: Bay State Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Bay State Associates, Inc. · Massachusetts · Manufacturing

$4M in assets, 36 participants

Bay State Associates, Inc.'s Bay State Associates, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,752 in Manufacturing (17,777 peers)

Bay State Associates, Inc. multi-year trail

Bay State Associates, Inc.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Bay State Associates, Inc. 401(k) Profit Sharing Plan at $4M / 36 participants.

#3,752
in Manufacturing (17,777 peers)
+1.4%
assets growth YoY

Bay State Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Bay State Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,903,592 38th percentile higher than 38% 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

Bay State Associates, Inc. 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. Bay State Associates, Inc. 401(k) Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bay State Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $538K in the plan year 2023 filing to $54K in the plan year 2024 filing.
  • Bay State Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 32 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Bay State Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043070730 · Bay State Associates, Inc. PY 2024 · 401(k)

Bay State Associates, Inc. 401(k) Profit Sharing Plan · $4M · 36 · 38th

  • SCH $4M
  • EBSA 36
  • PART 38th
  • TYPE 401(k)
  • NET near Seasonal Packaging, Inc. Roth 401(k) Plan
  • BOOK ind #3752

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 →

Bay State Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bay State Associates, Inc. 401(k) Profit Sharing PlanBay State Associates, Inc. 4…$4MSeasonal Packaging, Inc. Roth 401(k) PlanSeasonal Packaging, Inc. Rot…$4MAilo Logistics 401(k) Plan$4MThe Sunshine House 401(k) Profit Sharing PlanThe Sunshine House 401(k) Pr…$4MGarrison Steel 401(k) Plan$4M
End-of-year total assets ($M) among Bay State Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bay State Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bay State Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.879268021272427% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.31M $3.9M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 41 $3M
2023 1 32 $4M
2024 1 36 $4M

Bay State Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$54K
Employer EIN043070730
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bay State Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bay State Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003903592 · Participants: 36Bay State Associates, Inc. 401(k) 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
Bay State Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bay State Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bay State Associates, Inc. 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 Seasonal Packaging, Inc. Roth 401(k) Plan in NJ ($4M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Bay State Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Bay State Associates, Inc. 401(k) Profit Sharing Plan edged up modestly - up 1.4% during 2024, from $4M to $4M. Reported net income was $54K.
How have Bay State Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay State Associates, Inc.'s sponsor-wide assets grew 17.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Bay State Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seasonal Packaging, Inc. Roth 401(k) Plan in NJ ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Bay State Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 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 043070730.

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.