401(k) · DOL Form 5500 · 2023

E.M. Duggan, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
113
Participants Small participant base
71st
Percentile by assets National rank
$162,196
Avg per participant Above avg balance/head
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Official DOL plan name: E.M. Duggan, Inc. Retirement Plan · Sponsored by E.M. Duggan, Inc. · Massachusetts · Construction

$18M in assets, 113 participants

E.M. Duggan, Inc.'s E.M. Duggan, Inc. Retirement Plan reported $18M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,295 in Construction (9,030 peers)

Coverage in Massachusetts

E.M. Duggan, Inc. Retirement Plan covers 113 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#6,295
in Construction (9,030 peers)
+39.7%
assets growth YoY

E.M. Duggan, Inc. Retirement Plan's outsized position by total assets

E.M. Duggan, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,328,104 Top 29% higher than 71% of 127,068 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 2023

E.M. Duggan, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E.M. Duggan, Inc. Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E.M. Duggan, Inc. Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • E.M. Duggan, Inc. Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • E.M. Duggan, Inc. Retirement Plan reported participants rose from 104 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042432734 · E.M. Duggan, Inc. PY 2023 · 401(k)

E.M. Duggan, Inc. Retirement Plan · $18M · 113 · 71st

  • 5500 $18M
  • 5500 113
  • 5500 71st
  • 5500 401(k)
  • 5500 near Mendocino Community Health Clinic, Inc. 401(k) Savings Plan
  • 5500 ind #6295

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 Construction retirement plans → · Plans in Massachusetts →

E.M. Duggan, Inc. Retirement Plan in the asset neighbourhood

E.M. Duggan, Inc. Retirement PlanE.M. Duggan, Inc. Retirement…$18MMendocino Community Health Clinic, Inc. 401(k) Savings PlanMendocino Community Health C…$18MRvl Pharmaceuticals 401(k) Retirement PlanRvl Pharmaceuticals 401(k) R…$18MLeadcar 401(k) Plan$18MBemas Construction 401(k) PlanBemas Construction 401(k) Pl…$18M
End-of-year total assets ($M) among E.M. Duggan, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN042432734
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E.M. Duggan, Inc.)

Sponsor-wide plan assets over time

All E.M. Duggan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 39.65552949093837% vs 2022
2023 filing year
$12M$14M$16M$18M$20M 20222023 $13.1M $18.3M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 104 $13M
2023 1 113 $18M

Nearby 401(k) Plans in Massachusetts

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

E.M. Duggan, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants E.M. Duggan, Inc. Retirement Plan, Total assets ($B): 0.018328104 · Participants: 113E.M. Duggan, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
E.M. Duggan, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

E.M. Duggan, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mendocino Community Health Clinic, Inc. 401(k) Savings Plan in CA ($18M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did E.M. Duggan, Inc. Retirement Plan assets move in 2023?
E.M. Duggan, Inc. Retirement Plan surged - up 39.7% during 2023, from $13M to $18M. Reported net income was $5M.
How have E.M. Duggan, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), E.M. Duggan, Inc.'s sponsor-wide assets grew 39.7%, from $13M to $18M.
Which 401(k) plans are similar in size to E.M. Duggan, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mendocino Community Health Clinic, Inc. 401(k) Savings Plan in CA ($18M, 306 participants).
Which 401(k) plans cover a similar participant headcount to E.M. Duggan, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K in assets).