Profit Sharing · DOL Form 5500 · 2024

Addgene, Inc Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
53rd
Percentile by assets National rank
$76,151
Avg per participant Below avg balance/head
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Official DOL plan name: Addgene 403(b) Savings and Retirement Plan · Sponsored by Addgene, Inc · Massachusetts · Professional & Technical Services

$9M in assets, 115 participants

Addgene, Inc's Addgene 403(b) Savings and Retirement Plan reported $9M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,307 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Addgene 403(b) Savings and Retirement Plan covers 115 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#10,307
in Professional & Technical Services (20,173 peers)
+29.4%
assets growth YoY

Addgene 403(b) Savings and Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Addgene 403(b) Savings and Retirement Plan vs every filed plan by assets

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

$8,757,400 Top 47% higher than 53% 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

Addgene 403(b) Savings and Retirement 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. Addgene 403(b) Savings and Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Addgene 403(b) Savings and Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Addgene 403(b) Savings and Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Addgene 403(b) Savings and Retirement Plan reported participants rose from 113 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 900133592 · Addgene, Inc PY 2024 · Profit Sharing

Addgene 403(b) Savings and Retirement Plan · $9M · 115 · 53rd

  • EBSA $9M
  • EBSA 115
  • EBSA 53rd
  • EBSA Profit Sharing
  • EBSA near Metropolitan Homes, Inc. Profit Sharing Plan
  • EBSA ind #10307

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 →

Addgene 403(b) Savings and Retirement Plan in the asset neighbourhood

Caribbean Restaurants Retirement PlanCaribbean Restaurants Retire…$9MLindblad Construction Company of Joliet, Inc. 401(k) PlanLindblad Construction Compan…$9MAddgene 403(b) Savings and Retirement PlanAddgene 403(b) Savings and R…$9MMetropolitan Homes, Inc. Profit Sharing PlanMetropolitan Homes, Inc. Pro…$9MThe Thrift Plan of Goodwill Industries of Greater New York and Northern New Jersey, Inc.The Thrift Plan of Goodwill …$9M
End-of-year total assets ($M) among Addgene 403(b) Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN900133592
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addgene, Inc)

Sponsor-wide plan assets over time

All Addgene, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.378762109960867% vs 2023
2024 filing year
$6M$7M$8M$9M 20232024 $6.77M $8.76M ▲ +29.4%
Year Plans Participants Total Assets
2023 1 113 $7M
2024 1 115 $9M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Addgene 403(b) Savings and Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Addgene 403(b) Savings and Retirement Plan, Total assets ($B): 0.0087574 · Participants: 115Addgene 403(b) Savings and Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Addgene 403(b) Savings and Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Addgene 403(b) Savings and Retirement Plan side-by-side with 3 peers →

Addgene 403(b) Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Metropolitan Homes, Inc. Profit Sharing Plan in NY ($9M); by covered participants it is Impax Asset Management 401(k) Retirement Plan in NH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Addgene 403(b) Savings and Retirement Plan assets move in 2024? ▼
Addgene 403(b) Savings and Retirement Plan grew sharply - up 29.4% during 2024, from $7M to $9M. Reported net income was $2M.
How have Addgene, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Addgene, Inc's sponsor-wide assets grew 29.4%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Addgene 403(b) Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Metropolitan Homes, Inc. Profit Sharing Plan in NY ($9M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Addgene 403(b) Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Impax Asset Management 401(k) Retirement Plan in NH (115 participants, $30M 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 900133592.

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.