401(k) · DOL Form 5500 · 2024

Assessment Services, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Assessment Services, Inc. 401(k) Plan · Sponsored by Assessment Services, Inc. · Massachusetts · Educational Services

$1M in assets, 1 participants

Assessment Services, Inc.'s Assessment Services, Inc. 401(k) Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #539 in Educational Services (3,638 peers)

What the 2024 filing shows

Assessment Services, Inc. 401(k) Plan holds $1M for 1 participant - about $1.0M per participant, among the smaller plans by assets on file.

#539
in Educational Services (3,638 peers)
+2.5%
assets growth YoY

Assessment Services, Inc. 401(k) Plan among the smaller filed plans by assets

Assessment Services, Inc. 401(k) Plan vs every filed plan by assets

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

$1,010,633 23rd percentile higher than 23% 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

Assessment Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assessment Services, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assessment Services, Inc. 401(k) Plan reported net income fell from $66K in the plan year 2023 filing to $25K in the plan year 2024 filing.
  • Assessment Services, Inc. 401(k) Plan end-of-year assets rose from $986K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205089639 · Assessment Services, Inc. PY 2024 · 401(k)

Assessment Services, Inc. 401(k) Plan · $1M · 1 · 23rd

  • NET $1M
  • BOOK 1
  • VS-ST 23rd
  • BOY 401(k)
  • SCH near Invictus Spiritus Holdings Inc. Retirement Plan
  • EBSA ind #539

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 Educational Services retirement plans → · Plans in Massachusetts →

Assessment Services, Inc. 401(k) Plan in the asset neighbourhood

Assessment Services, Inc. 401(k) PlanAssessment Services, Inc. 40…$1MInvictus Spiritus Holdings Inc. Retirement PlanInvictus Spiritus Holdings I…$1MEastern Waterproofing & Restoration of Va, LLC Profit Sharing PlanEastern Waterproofing & Rest…$1MIcadv 401(k) Plan$1MAlex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001Alex Michelson Md Inc 401(k)…$1M
End-of-year total assets ($M) among Assessment Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$986K
Net Assets (End of Year)$1M
Net Income$25K
Employer EIN205089639
Plan Effective Date2006-06-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Assessment Services, Inc.)

Sponsor-wide plan assets over time

All Assessment Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.9344613593965% vs 2022
2024 filing year
$0.9M$0.95M$1M$1.05M 202220232024 $0.92M $1.01M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1 $919K
2023 1 1 $986K
2024 1 1 $1M

Nearby 401(k) Plans in Massachusetts

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

Assessment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Assessment Services, Inc. 401(k) Plan, Total assets ($B): 0.001010633 · Participants: 1Assessment Services, 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
Assessment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Assessment Services, Inc. 401(k) Plan side-by-side with 3 peers →

Assessment Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Invictus Spiritus Holdings Inc. Retirement Plan in NC ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Assessment Services, Inc. 401(k) Plan assets move in 2024? ▼
Assessment Services, Inc. 401(k) Plan edged up modestly - up 2.5% during 2024, from $986K to $1M. Reported net income was $25K.
How have Assessment Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assessment Services, Inc.'s sponsor-wide assets grew 9.9%, from $919K to $1M.
Where does Assessment Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Assessment Services, Inc. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Assessment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invictus Spiritus Holdings Inc. Retirement Plan in NC ($1M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Assessment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 205089639.

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.