401(k) · DOL Form 5500 · 2024

Henry Elliott & Co, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
35
Participants Small participant base
36th
Percentile by assets National rank
$96,676
Avg per participant Below avg balance/head
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Official DOL plan name: Henry Elliott 401(k) Plan · Sponsored by Henry Elliott & Co, Inc. · Massachusetts · Professional & Technical Services

$3M in assets, 35 participants

Henry Elliott & Co, Inc.'s Henry Elliott 401(k) Plan reported $3M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,538 in Professional & Technical Services (20,173 peers)

Henry Elliott & Co, Inc. multi-year trail

Henry Elliott & Co, Inc.'s plans moved -25.3% in assets from 2022 to 2024; this filing shows Henry Elliott 401(k) Plan at $3M / 35 participants.

#6,538
in Professional & Technical Services (20,173 peers)
+4.0%
assets growth YoY

Henry Elliott 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Henry Elliott 401(k) Plan vs every filed plan by assets

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

$3,383,657 36th percentile higher than 36% 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

Henry Elliott 401(k) 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. Henry Elliott 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Henry Elliott 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $129K in the plan year 2024 filing.
  • Henry Elliott 401(k) Plan reported participants rose from 27 in the plan year 2023 filing to 35 in the plan year 2024 filing.
  • Henry Elliott 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043160761 · Henry Elliott & Co, Inc. PY 2024 · 401(k)

Henry Elliott 401(k) Plan · $3M · 35 · 36th

  • NET $3M
  • BOOK 35
  • VS-ST 36th
  • BOY 401(k)
  • SCH near Alleghany Memorial Hospital 401(k) Plan
  • EBSA ind #6538

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 →

Henry Elliott 401(k) Plan in the asset neighbourhood

Henry Elliott 401(k) Plan$3MAlleghany Memorial Hospital 401(k) PlanAlleghany Memorial Hospital …$3MNorth Trademark Finance Company, LLC 401(k) Profit Sharing PlanNorth Trademark Finance Comp…$3MJ. D. Beam, Inc. Savings Plan$3MNts Amega West 401(k) Plan$3M
End-of-year total assets ($M) among Henry Elliott 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Henry Elliott & Co, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Henry Elliott & Co, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.331068028438857% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.53M $3.38M ▼ -25.4%
Year Plans Participants Total Assets
2022 1 52 $5M
2023 1 27 $3M
2024 1 35 $3M

Henry Elliott & Co, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$129K
Employer EIN043160761
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.

Henry Elliott 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Henry Elliott 401(k) Plan, Total assets ($B): 0.003383657 · Participants: 35Henry Elliott 401(k) 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
Henry Elliott 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Henry Elliott 401(k) Plan side-by-side with 3 peers →

Henry Elliott 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Alleghany Memorial Hospital 401(k) Plan in NC ($3M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Henry Elliott 401(k) Plan assets move in 2024? ▼
Henry Elliott 401(k) Plan edged up modestly - up 4.0% during 2024, from $3M to $3M. Reported net income was $129K.
How have Henry Elliott & Co, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Elliott & Co, Inc.'s sponsor-wide assets declined 25.3%, from $5M to $3M.
Which 401(k) plans are similar in size to Henry Elliott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alleghany Memorial Hospital 401(k) Plan in NC ($3M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Henry Elliott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 043160761.

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.