401(k) · DOL Form 5500 · 2024
3 Phase Elevator Corp. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $42,054
- Avg per participant Low balance/head
Official DOL plan name: 3 Phase Elevator 401(k) Plan · Sponsored by 3 Phase Elevator Corp. · Massachusetts · Agriculture, Forestry & Fishing
$10M in assets, 233 participants
3 Phase Elevator Corp.'s 3 Phase Elevator 401(k) Plan reported $10M in total assets and 233 participants in its 2024 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.
- #740 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Massachusetts
3 Phase Elevator 401(k) Plan covers 233 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.
- #740
- in Agriculture, Forestry & Fishing (1,217 peers)
- +31.8%
- assets growth YoY
3 Phase Elevator 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
3 Phase Elevator 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,798,632 Top 45% higher than 55% 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
3 Phase Elevator 401(k) 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. 3 Phase Elevator 401(k) Plan sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 3 Phase Elevator 401(k) Plan reported participants rose from 168 in the plan year 2023 filing to 233 in the plan year 2024 filing.
- 3 Phase Elevator 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- 3 Phase Elevator 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043360900 · 3 Phase Elevator Corp. PY 2024 · 401(k)
3 Phase Elevator 401(k) Plan · $10M · 233 · 55th
- 5500 $10M
- 5500 233
- 5500 55th
- 5500 401(k)
- 5500 near Valley Vet Profit Sharing Plan and Trust
- 5500 ind #740
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →
3 Phase Elevator 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 043360900 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (3 Phase Elevator Corp.)
Sponsor-wide plan assets over time
All 3 Phase Elevator Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 285.6522072815792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $3M |
| 2023 | 1 | 168 | $7M |
| 2024 | 1 | 233 | $10M |
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
3 Phase Elevator 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Valley Vet Profit Sharing Plan and Trust in KS ($10M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Valley Vet Profit Sharing Plan and Trust (KS) $10M · 124
- B-H Transfer Company 401(k) Plan (GA) $10M · 170
- Absolute Home Mtg Corp 401(k) Profit Sharing Plan & Trust (PA) $10M · 340
- Wireway/Husky Employees 401(k) Plan (NC) $10M · 165
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Mccloud Inc. 401(k) Plan (KY) 233 · 0 off
- Verdun 401(k) Retirement Plan (TX) 233 · 0 off
- Korber Pharma Packaging Materials LLC 401(k) Plan (NJ) 233 · 0 off
- Blue Lake Casino 401(k) Plan (CA) 233 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.