401(k) · DOL Form 5500 · 2024

Batten Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
35th
Percentile by assets National rank
$254,204
Avg per participant Above avg balance/head
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Official DOL plan name: Batten Bros., Inc. Profit Sharing Plan · Sponsored by Batten Bros., Inc. · Massachusetts · Manufacturing

$3M in assets, 13 participants

Batten Bros., Inc.'s Batten Bros., Inc. Profit Sharing Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,332 in Manufacturing (17,777 peers)

Batten Bros., Inc. multi-year trail

Batten Bros., Inc.'s plans moved +38.6% in assets from 2022 to 2024; this filing shows Batten Bros., Inc. Profit Sharing Plan at $3M / 13 participants.

#3,332
in Manufacturing (17,777 peers)
+15.5%
assets growth YoY

Batten Bros., Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Batten Bros., Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,304,658 35th percentile higher than 35% 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

Batten Bros., Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batten Bros., Inc. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Batten Bros., Inc. Profit Sharing Plan reported participants rose from 9 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Batten Bros., Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Batten Bros., Inc. Profit Sharing Plan reported net income fell from $477K in the plan year 2023 filing to $443K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042210669 · Batten Bros., Inc. PY 2024 · 401(k)

Batten Bros., Inc. Profit Sharing Plan · $3M · 13 · 35th

  • PART $3M
  • PART 13
  • PART 35th
  • PART 401(k)
  • PART near Cla USA, Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #3332

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 Manufacturing retirement plans → · Plans in Massachusetts →

Batten Bros., Inc. Profit Sharing Plan in the asset neighbourhood

Farmers Edge Inc. 401(k) Plan$3MBatten Bros., Inc. Profit Sharing PlanBatten Bros., Inc. Profit Sh…$3MCla USA, Inc 401(k) Profit Sharing Plan & TrustCla USA, Inc 401(k) Profit S…$3MCaravella Group, Inc. 401(k) Profit Sharing PlanCaravella Group, Inc. 401(k)…$3MFalcons Management 401(k) PlanFalcons Management 401(k) Pl…$3M
End-of-year total assets ($M) among Batten Bros., Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Batten Bros., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Batten Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.571355489712786% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.3M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 9 $3M
2024 1 13 $3M

Batten Bros., Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$443K
Employer EIN042210669
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Batten Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Batten Bros., Inc. Profit Sharing Plan, Total assets ($B): 0.003304658 · Participants: 13Batten Bros., Inc. Profit Sharing PlanFidelity 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
Batten Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Batten Bros., Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cla USA, Inc 401(k) Profit Sharing Plan & Trust in TX ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Batten Bros., Inc. Profit Sharing Plan assets move in 2024?
Batten Bros., Inc. Profit Sharing Plan grew sharply - up 15.5% during 2024, from $3M to $3M. Reported net income was $443K.
How have Batten Bros., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Batten Bros., Inc.'s sponsor-wide assets grew 38.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Batten Bros., Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Cla USA, Inc 401(k) Profit Sharing Plan & Trust in TX ($3M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Batten Bros., Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).