401(k) · DOL Form 5500 · 2024

Southworth Development LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
273
Participants Below avg headcount
60th
Percentile by assets National rank
$45,210
Avg per participant Low balance/head
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Official DOL plan name: Southworth Development LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Southworth Development LLC · Massachusetts · Arts, Entertainment & Recreation

$12M in assets, 273 participants

Southworth Development LLC's Southworth Development LLC 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,202 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Massachusetts

Southworth Development LLC 401(k) Profit Sharing Plan & Trust covers 273 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#2,202
in Arts, Entertainment & Recreation (2,921 peers)
+21.8%
assets growth YoY

Southworth Development LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Southworth Development LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,342,432 Top 40% higher than 60% 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

Southworth Development LLC 401(k) Profit Sharing Plan & Trust 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. Southworth Development LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southworth Development LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southworth Development LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 142 in the plan year 2023 filing to 273 in the plan year 2024 filing.
  • Southworth Development LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202759238 · Southworth Development LLC PY 2024 · 401(k)

Southworth Development LLC 401(k) Profit Sharing Plan & Trust · $12M · 273 · 60th

  • 5500 $12M
  • 5500 273
  • 5500 60th
  • 5500 401(k)
  • 5500 near Fukunaga Matayoshi Ching & Kon-Herrera LLP 401(k) Retirement Savings Plan (001)
  • 5500 ind #2202

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

Southworth Development LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Southworth Development LLC 401(k) Profit Sharing Plan & TrustSouthworth Development LLC 4…$12MFukunaga Matayoshi Ching & Kon-Herrera LLP 401(k) Retirement Savings Plan (001)Fukunaga Matayoshi Ching & K…$12MPemex Procurement International, Inc. 401(k) PlanPemex Procurement Internatio…$12MLamettry's Collision, Inc. 401(k) PlanLamettry's Collision, Inc. 4…$12MNewport Harbor Corporation Employees Retirement Savings PlanNewport Harbor Corporation E…$12M
End-of-year total assets ($M) among Southworth Development LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN202759238
Plan Effective Date2008-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Southworth Development LLC)

Sponsor-wide plan assets over time

All Southworth Development LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.22313544223227% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.99M $12.3M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 158 $9M
2023 1 142 $10M
2024 1 273 $12M

Nearby 401(k) Plans in Massachusetts

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

Southworth Development LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Southworth Development LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012342432 · Participants: 273Southworth Development LLC 401(k) Profit Sharing Plan & TrustFidelity 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
Southworth Development LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Southworth Development LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Southworth Development LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fukunaga Matayoshi Ching & Kon-Herrera LLP 401(k) Retirement Savings Plan (001) in HI ($12M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Southworth Development LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Southworth Development LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 21.8% during 2024, from $10M to $12M. Reported net income was $2M.
How have Southworth Development LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southworth Development LLC's sponsor-wide assets grew 37.2%, from $9M to $12M.
Which 401(k) plans are similar in size to Southworth Development LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fukunaga Matayoshi Ching & Kon-Herrera LLP 401(k) Retirement Savings Plan (001) in HI ($12M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Southworth Development LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (273 participants, $1M 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 202759238.

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.