401(k) · DOL Form 5500 · 2024

By Appointment Only 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
119
Participants Small participant base
58th
Percentile by assets National rank
$94,925
Avg per participant Below avg balance/head
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Official DOL plan name: By Appointment Only 401(k) Plan · Sponsored by By Appointment Only · Massachusetts · Administrative & Support Services

$11M in assets, 119 participants

By Appointment Only's By Appointment Only 401(k) Plan reported $11M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,354 in Administrative & Support Services (4,368 peers)

Coverage in Massachusetts

By Appointment Only 401(k) Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#3,354
in Administrative & Support Services (4,368 peers)
+12.7%
assets growth YoY

By Appointment Only 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

By Appointment Only 401(k) Plan vs every filed plan by assets

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

$11,296,085 Top 42% higher than 58% 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

By Appointment Only 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. By Appointment Only 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • By Appointment Only 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • By Appointment Only 401(k) Plan reported participants fell from 138 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • By Appointment Only 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043462585 · By Appointment Only PY 2024 · 401(k)

By Appointment Only 401(k) Plan · $11M · 119 · 58th

  • IND $11M
  • EOY 119
  • 5500 58th
  • ASSETS 401(k)
  • PCT near Responsive - 401(k)
  • EIN ind #3354

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

By Appointment Only 401(k) Plan in the asset neighbourhood

By Appointment Only 401(k) PlanBy Appointment Only 401(k) P…$11MResponsive - 401(k)$11MZiehm-Orthoscan, Inc. 401(k) P/S PlanZiehm-Orthoscan, Inc. 401(k)…$11MFnb Bank, Inc. 401(k) Plan$11MEight Partners Vc, LLC Retirement TrustEight Partners Vc, LLC Retir…$11M
End-of-year total assets ($M) among By Appointment Only 401(k) Plan 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)$11M
Net Income$1M
Employer EIN043462585
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (By Appointment Only)

Sponsor-wide plan assets over time

All By Appointment Only plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.462982202146044% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.04M $11.3M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 1 138 $10M
2024 1 119 $11M

Nearby 401(k) Plans in Massachusetts

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

By Appointment Only 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants By Appointment Only 401(k) Plan, Total assets ($B): 0.011296085 · Participants: 119By Appointment Only 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
By Appointment Only 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare By Appointment Only 401(k) Plan side-by-side with 3 peers →

By Appointment Only 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Responsive - 401(k) in OR ($11M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 By Appointment Only 401(k) Plan assets move in 2024? ▼
By Appointment Only 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $10M to $11M. Reported net income was $1M.
How have By Appointment Only plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), By Appointment Only's sponsor-wide assets grew 40.5%, from $8M to $11M.
Which 401(k) plans are similar in size to By Appointment Only 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Responsive - 401(k) in OR ($11M, 181 participants).
Which 401(k) plans cover a similar participant headcount to By Appointment Only 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 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 043462585.

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.