401(k) · DOL Form 5500 · 2024

Plumb House, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
153
Participants Small participant base
67th
Percentile by assets National rank
$109,690
Avg per participant Below avg balance/head
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Official DOL plan name: Plumb House, Inc. 401(k) Retirement Plan · Sponsored by Plumb House, Inc. · Massachusetts · Construction

$17M in assets, 153 participants

Plumb House, Inc.'s Plumb House, Inc. 401(k) Retirement Plan reported $17M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,921 in Construction (9,039 peers)

Coverage in Massachusetts

Plumb House, Inc. 401(k) Retirement Plan covers 153 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#5,921
in Construction (9,039 peers)
+24.3%
assets growth YoY

Plumb House, Inc. 401(k) Retirement Plan's outsized position by total assets

Plumb House, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$16,782,602 Top 33% higher than 67% 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

Plumb House, Inc. 401(k) 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. Plumb House, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumb House, Inc. 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Plumb House, Inc. 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Plumb House, Inc. 401(k) Retirement Plan reported participants rose from 149 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042535487 · Plumb House, Inc. PY 2024 · 401(k)

Plumb House, Inc. 401(k) Retirement Plan · $17M · 153 · 67th

  • TYPE $17M
  • TYPE 153
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Marsh Puerto Rico, Inc. Salary Savings Plan
  • TYPE ind #5921

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 Construction retirement plans → · Plans in Massachusetts →

Plumb House, Inc. 401(k) Retirement Plan in the asset neighbourhood

Plumb House, Inc. 401(k) Retirement PlanPlumb House, Inc. 401(k) Ret…$17MMarsh Puerto Rico, Inc. Salary Savings PlanMarsh Puerto Rico, Inc. Sala…$17MBank of the James Financial Group, Inc 401(k) Profit Sharing Plan and TrustBank of the James Financial …$17MCommercial Bag Company, Inc. 401(k) Profit Sharing PlanCommercial Bag Company, Inc.…$17MTrl Systems, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Plumb House, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN042535487
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumb House, Inc.)

Sponsor-wide plan assets over time

All Plumb House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 62.35999226442659% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.8M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 137 $10M
2023 1 149 $13M
2024 1 153 $17M

Nearby 401(k) Plans in Massachusetts

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

Plumb House, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Plumb House, Inc. 401(k) Retirement Plan, Total assets ($B): 0.016782602 · Participants: 153Plumb House, Inc. 401(k) Retirement 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
Plumb House, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Plumb House, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Plumb House, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Marsh Puerto Rico, Inc. Salary Savings Plan in PR ($17M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Plumb House, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Plumb House, Inc. 401(k) Retirement Plan grew sharply - up 24.3% during 2024, from $13M to $17M. Reported net income was $3M.
How have Plumb House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumb House, Inc.'s sponsor-wide assets grew 62.4%, from $10M to $17M.
Which 401(k) plans are similar in size to Plumb House, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marsh Puerto Rico, Inc. Salary Savings Plan in PR ($17M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Plumb House, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 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 042535487.

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.