401(k) · DOL Form 5500 · 2024
Belmont Instrument LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $86,928
- Avg per participant Below avg balance/head
Official DOL plan name: Belmont Instrument LLC Retirement Plan · Sponsored by Belmont Instrument LLC · Massachusetts · Manufacturing
$19M in assets, 218 participants
Belmont Instrument LLC's Belmont Instrument LLC Retirement Plan reported $19M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #10,392 in Manufacturing (17,777 peers)
Coverage in Massachusetts
Belmont Instrument LLC Retirement Plan covers 218 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.
- #10,392
- in Manufacturing (17,777 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Belmont Instrument LLC Retirement Plan's outsized position by total assets
Belmont Instrument LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,950,233 Top 31% higher than 69% 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
Belmont Instrument LLC Retirement 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. Belmont Instrument LLC Retirement Plan sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Belmont Instrument LLC Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$476K in the plan year 2024 filing.
- Belmont Instrument LLC Retirement Plan reported participants fell from 232 in the plan year 2023 filing to 218 in the plan year 2024 filing.
- Belmont Instrument LLC Retirement Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042705177 · Belmont Instrument LLC PY 2024 · 401(k)
Belmont Instrument LLC Retirement Plan · $19M · 218 · 69th
- ASSETS $19M
- PCT 218
- EIN 69th
- RANK 401(k)
- PHOTO near City Beverages 401(k) Plan
- IND ind #10392
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 →
Belmont Instrument LLC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$476K |
| Employer EIN | 042705177 |
| Plan Effective Date | 1983-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belmont Instrument LLC)
Sponsor-wide plan assets over time
All Belmont Instrument LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 19.87832783997914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $16M |
| 2023 | 1 | 232 | $19M |
| 2024 | 1 | 218 | $19M |
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
Belmont Instrument LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is City Beverages 401(k) Plan in FL ($19M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- City Beverages 401(k) Plan (FL) $19M · 240
- The Tsg Pep (NY) $19M · N/A
- Intcomex 401(k) Plan (FL) $19M · 218
- West Coast Code Consultants Inc. 401(k) Plan (CA) $19M · 114
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Crisis Text Line 403(b) Tax Sheltered Annuity (NY) 218 · 0 off
- Contexture LLC 401(k) Plan (CO) 218 · 0 off
- Mars Electric Company 401(k) Savings Plan (OH) 218 · 0 off
- Meadowland Farmers Coop 401(k) Plan (MN) 218 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.