401(k) · DOL Form 5500 · 2023

S&r Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
83
Participants Small participant base
55th
Percentile by assets National rank
$104,287
Avg per participant Below avg balance/head
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Official DOL plan name: S&r Corporate Profit Sharing Plan · Sponsored by S&r Corporation · Massachusetts · Construction

$9M in assets, 83 participants

S&r Corporation's S&r Corporate Profit Sharing Plan reported $9M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #4,849 in Construction (9,030 peers)

S&r Corporation multi-year trail

S&r Corporation's plans moved +24.6% in assets from 2022 to 2023; this filing shows S&r Corporate Profit Sharing Plan at $9M / 83 participants.

#4,849
in Construction (9,030 peers)
+24.6%
assets growth YoY

S&r Corporate Profit Sharing Plan's mid-pack asset rank among Construction and all filers

S&r Corporate Profit Sharing Plan vs every filed plan by assets

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

$8,655,809 Top 45% higher than 55% 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

S&r Corporate Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&r Corporate Profit Sharing Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S&r Corporate Profit Sharing Plan reported net income rose from $592K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • S&r Corporate Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • S&r Corporate Profit Sharing Plan reported participants rose from 67 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020404568 · S&r Corporation PY 2023 · 401(k)

S&r Corporate Profit Sharing Plan · $9M · 83 · 55th

  • BOOK $9M
  • VS-ST 83
  • BOY 55th
  • SCH 401(k)
  • EBSA near Don Ayres Pontiac, Inc 401(k) Plan
  • PART ind #4849

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 →

S&r Corporate Profit Sharing Plan in the asset neighbourhood

S&r Corporate Profit Sharing PlanS&r Corporate Profit Sharing…$9MDon Ayres Pontiac, Inc 401(k) PlanDon Ayres Pontiac, Inc 401(k…$9MLawton Orthodontics, P.a. Employees' Profit Sharing Plan and TrustLawton Orthodontics, P.a. Em…$9MVito C. Quatela, M.D., PLLC Employees' Savings and Profit Sharing PlanVito C. Quatela, M.D., PLLC …$9MJear Logistics, LLC 401(k) PlanJear Logistics, LLC 401(k) P…$9M
End-of-year total assets ($M) among S&r Corporate Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

S&r Corporation multi-year asset trail

Sponsor-wide plan assets over time

All S&r Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.560807694504998% vs 2022
2023 filing year
$6M$7M$8M$9M 20222023 $6.95M $8.66M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 67 $7M
2023 1 83 $9M

S&r Corporation filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN020404568
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

S&r Corporate Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants S&r Corporate Profit Sharing Plan, Total assets ($B): 0.008655809 · Participants: 83S&r Corporate Profit Sharing 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
S&r Corporate Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare S&r Corporate Profit Sharing Plan side-by-side with 3 peers →

S&r Corporate Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Don Ayres Pontiac, Inc 401(k) Plan in IN ($9M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 S&r Corporate Profit Sharing Plan assets move in 2023? ▼
S&r Corporate Profit Sharing Plan grew sharply - up 24.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have S&r Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), S&r Corporation's sponsor-wide assets grew 24.6%, from $7M to $9M.
Which 401(k) plans are similar in size to S&r Corporate Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Don Ayres Pontiac, Inc 401(k) Plan in IN ($9M, 131 participants).
Which 401(k) plans cover a similar participant headcount to S&r Corporate Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020404568.

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.