401(k) · DOL Form 5500 · 2024
Evans Griffiths & Hart, Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 11
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust · Sponsored by Evans Griffiths & Hart, Inc. · Massachusetts · Professional & Technical Services
$28M in assets, 11 participants
Evans Griffiths & Hart, Inc.'s Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust reported $28M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #15,372 in Professional & Technical Services (20,173 peers)
Where Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust sits by assets
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 11 participants (~$2.5M/participant), down 5.5% in 2024.
- #15,372
- in Professional & Technical Services (20,173 peers)
- -5.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust's outsized position by total assets
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,973,141 Top 24% higher than 76% 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
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust end-of-year assets fell from $30M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042460112 · Evans Griffiths & Hart, Inc. PY 2024 · 401(k)
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust · $28M · 11 · 76th
- PART $28M
- PART 11
- PART 76th
- PART 401(k)
- PART near Kelley Automotive Group, LLC 401(k) Plan
- PART ind #15372
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$2M |
| Employer EIN | 042460112 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evans Griffiths & Hart, Inc.)
Sponsor-wide plan assets over time
All Evans Griffiths & Hart, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 1.8960793875664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $29M |
| 2023 | 1 | 12 | $30M |
| 2024 | 1 | 11 | $28M |
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
Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Kelley Automotive Group, LLC 401(k) Plan in IN ($28M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.