401(k) · DOL Form 5500 · 2024

Joe Warren & Sons Co., Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
102
Participants Small participant base
52nd
Percentile by assets National rank
$84,269
Avg per participant Below avg balance/head
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Official DOL plan name: Joe Warren & Sons Co., Inc. 401(k) Plan · Sponsored by Joe Warren & Sons Co., Inc. · Massachusetts · Professional & Technical Services

$9M in assets, 102 participants

Joe Warren & Sons Co., Inc.'s Joe Warren & Sons Co., Inc. 401(k) Plan reported $9M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,214 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Joe Warren & Sons Co., Inc. 401(k) Plan covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#10,214
in Professional & Technical Services (20,173 peers)
+25.1%
assets growth YoY

Joe Warren & Sons Co., Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joe Warren & Sons Co., Inc. 401(k) Plan vs every filed plan by assets

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

$8,595,429 Top 48% higher than 52% 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

Joe Warren & Sons Co., Inc. 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. Joe Warren & Sons Co., Inc. 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joe Warren & Sons Co., Inc. 401(k) Plan reported net income rose from $530K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Joe Warren & Sons Co., Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Joe Warren & Sons Co., Inc. 401(k) Plan reported participants rose from 91 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043141540 · Joe Warren & Sons Co., Inc. PY 2024 · 401(k)

Joe Warren & Sons Co., Inc. 401(k) Plan · $9M · 102 · 52nd

  • PART $9M
  • PART 102
  • PART 52nd
  • PART 401(k)
  • PART near Mulhall's Nursery, Inc. 401(k) Plan
  • PART ind #10214

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 →

Joe Warren & Sons Co., Inc. 401(k) Plan in the asset neighbourhood

Joe Warren & Sons Co., Inc. 401(k) PlanJoe Warren & Sons Co., Inc. …$9MMulhall's Nursery, Inc. 401(k) PlanMulhall's Nursery, Inc. 401(…$9MQuorum Analytics 401(k) Plan$9MMimic Technologies 401(k) PlanMimic Technologies 401(k) Pl…$9MMallory Safety and Supply Employees Retirement PlanMallory Safety and Supply Em…$9M
End-of-year total assets ($M) among Joe Warren & Sons Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN043141540
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joe Warren & Sons Co., Inc.)

Sponsor-wide plan assets over time

All Joe Warren & Sons Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.56253039950389% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.34M $8.6M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 79 $6M
2023 1 91 $7M
2024 1 102 $9M

Nearby 401(k) Plans in Massachusetts

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

Joe Warren & Sons Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Joe Warren & Sons Co., Inc. 401(k) Plan, Total assets ($B): 0.008595429 · Participants: 102Joe Warren & Sons Co., Inc. 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
Joe Warren & Sons Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Joe Warren & Sons Co., Inc. 401(k) Plan side-by-side with 3 peers →

Joe Warren & Sons Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mulhall's Nursery, Inc. 401(k) Plan in NE ($9M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Joe Warren & Sons Co., Inc. 401(k) Plan assets move in 2024? ▼
Joe Warren & Sons Co., Inc. 401(k) Plan grew sharply - up 25.1% during 2024, from $7M to $9M. Reported net income was $2M.
How have Joe Warren & Sons Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe Warren & Sons Co., Inc.'s sponsor-wide assets grew 35.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Joe Warren & Sons Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mulhall's Nursery, Inc. 401(k) Plan in NE ($9M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Joe Warren & Sons Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants, N/A 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 043141540.

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.