401(k) · DOL Form 5500 · 2024
Aikenhead Real Estate Inc 401(k) Plan
Data updated 2026-08-25
- $412K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $411,776
- Avg per participant High balance/head
Official DOL plan name: Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Aikenhead Real Estate Inc · Massachusetts · Real Estate
$412K in assets, 1 participants
Aikenhead Real Estate Inc's Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust reported $412K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,240 in Real Estate (4,605 peers)
Aikenhead Real Estate Inc multi-year trail
Aikenhead Real Estate Inc's plans moved +61.8% in assets from 2023 to 2024; this filing shows Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust at $412K / 1 participant.
- #1,240
- in Real Estate (4,605 peers)
- +61.8%
- assets growth YoY
Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$411,776 16th percentile higher than 16% 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
Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $26K in the plan year 2023 filing to $157K in the plan year 2024 filing.
- Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $255K in the plan year 2023 filing to $412K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 833579911 · Aikenhead Real Estate Inc PY 2024 · 401(k)
Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust · $412K · 1 · 16th
- EOY $412K
- EOY 1
- EOY 16th
- EOY 401(k)
- EOY near Tryangle Capital Management LLC 401(k) Plan
- EOY ind #1240
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 →
Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Aikenhead Real Estate Inc multi-year asset trail
Sponsor-wide plan assets over time
All Aikenhead Real Estate Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $412K 61.75227440566913% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $255K |
| 2024 | 1 | 1 | $412K |
Aikenhead Real Estate Inc filing trail (2024)
| Total Assets (Beginning of Year) | $255K |
|---|---|
| Net Assets (End of Year) | $412K |
| Net Income | $157K |
| Employer EIN | 833579911 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
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
Aikenhead Real Estate Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Tryangle Capital Management LLC 401(k) Plan in CA ($412K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($412K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.