401(k) · DOL Form 5500 · 2024

The Bulfinch Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
61
Participants Small participant base
70th
Percentile by assets National rank
$328,247
Avg per participant High balance/head
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Official DOL plan name: The Bulfinch Companies, Inc. 401(k) Plan and Trust · Sponsored by The Bulfinch Companies, Inc. · Massachusetts · Management of Enterprises

$20M in assets, 61 participants

The Bulfinch Companies, Inc.'s The Bulfinch Companies, Inc. 401(k) Plan and Trust reported $20M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #590 in Management of Enterprises (1,133 peers)

The Bulfinch Companies, Inc. multi-year trail

The Bulfinch Companies, Inc.'s plans moved +27.1% in assets from 2022 to 2024; this filing shows The Bulfinch Companies, Inc. 401(k) Plan and Trust at $20M / 61 participants.

#590
in Management of Enterprises (1,133 peers)
+4.7%
assets growth YoY

The Bulfinch Companies, Inc. 401(k) Plan and Trust's outsized position by total assets

The Bulfinch Companies, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$20,023,058 Top 30% higher than 70% 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

The Bulfinch Companies, Inc. 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. The Bulfinch Companies, Inc. 401(k) Plan and Trust is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bulfinch Companies, Inc. 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $901K in the plan year 2024 filing.
  • The Bulfinch Companies, Inc. 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • The Bulfinch Companies, Inc. 401(k) Plan and Trust reported participants rose from 59 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043254239 · The Bulfinch Companies, Inc. PY 2024 · 401(k)

The Bulfinch Companies, Inc. 401(k) Plan and Trust · $20M · 61 · 70th

  • NET $20M
  • BOOK 61
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Ustc Retirement Plan
  • EBSA ind #590

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

The Bulfinch Companies, Inc. 401(k) Plan and Trust in the asset neighbourhood

The Bulfinch Companies, Inc. 401(k) Plan and TrustThe Bulfinch Companies, Inc.…$20MUstc Retirement Plan$20MSouthwest International Trucks, Inc. 401 (K) Plan & TrustSouthwest International Truc…$20MAltruist Corp 401(k) Plan$20MDd Traders, Inc. 401(k) Plan and TrustDd Traders, Inc. 401(k) Plan…$20M
End-of-year total assets ($M) among The Bulfinch Companies, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Bulfinch Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Bulfinch Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 27.105945097855994% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.8M $20M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 58 $16M
2023 1 59 $19M
2024 1 61 $20M

The Bulfinch Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$901K
Employer EIN043254239
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The Bulfinch Companies, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Bulfinch Companies, Inc. 401(k) Plan and Trust, Total assets ($B): 0.020023058 · Participants: 61The Bulfinch Companies, Inc. 401(k) Plan and TrustFidelity 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
The Bulfinch Companies, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Bulfinch Companies, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

The Bulfinch Companies, Inc. 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 Ustc Retirement Plan in FL ($20M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (61 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 The Bulfinch Companies, Inc. 401(k) Plan and Trust assets move in 2024? ▼
The Bulfinch Companies, Inc. 401(k) Plan and Trust edged up modestly - up 4.7% during 2024, from $19M to $20M. Reported net income was $901K.
How have The Bulfinch Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bulfinch Companies, Inc.'s sponsor-wide assets grew 27.1%, from $16M to $20M.
Which 401(k) plans are similar in size to The Bulfinch Companies, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ustc Retirement Plan in FL ($20M, 89 participants).
Which 401(k) plans cover a similar participant headcount to The Bulfinch Companies, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 participants, N/A 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 043254239.

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.