401(k) · DOL Form 5500 · 2024
BVI 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $92,875
- Avg per participant Below avg balance/head
Official DOL plan name: Bvi Retirement Savings Plan · Sponsored by BVI · Massachusetts · Manufacturing
$21M in assets, 223 participants
BVI's Bvi Retirement Savings Plan reported $21M in total assets and 223 participants in its 2024 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.
- #10,779 in Manufacturing (17,777 peers)
Coverage in Massachusetts
Bvi Retirement Savings Plan covers 223 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.
- #10,779
- in Manufacturing (17,777 peers)
- +10.9%
- assets growth YoY
Bvi Retirement Savings Plan's outsized position by total assets
Bvi Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,711,120 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bvi Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bvi Retirement Savings Plan sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bvi Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Bvi Retirement Savings Plan reported participants rose from 212 in the plan year 2023 filing to 223 in the plan year 2024 filing.
DOL schedule card
Filing strip 042378496 · BVI PY 2024 · 401(k)
Bvi Retirement Savings Plan · $21M · 223 · 71st
- BOY $21M
- SCH 223
- EBSA 71st
- PART 401(k)
- TYPE near Quincy Recycle Paper Inc. Employees Savings Trust
- NET ind #10779
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 →
Bvi Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 042378496 |
| Plan Effective Date | 2010-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (BVI)
Sponsor-wide plan assets over time
All BVI plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 24.944280337844095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 202 | $17M |
| 2023 | 1 | 212 | $19M |
| 2024 | 1 | 223 | $21M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Bvi Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Quincy Recycle Paper Inc. Employees Savings Trust in IL ($21M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Quincy Recycle Paper Inc. Employees Savings Trust (IL) $21M · 261
- Joyce/Dayton Corp. Savings Plan and Trust (OH) $21M · 181
- Kids Dental Brands 401(k) Plan (AZ) $21M · 562
- Garden Spot Village 401(k) Plan (PA) $21M · 701
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
- Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
- Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
- Grand Bk 401(k) Plan (NJ) 223 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.