401(k) · DOL Form 5500 · 2024

Wachusett Mountain 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
65
Participants Small participant base
65th
Percentile by assets National rank
$242,539
Avg per participant Above avg balance/head
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Official DOL plan name: Wachusett Mountain 401(k) Plan · Sponsored by Wachusett Mountain · Massachusetts · Arts, Entertainment & Recreation

$16M in assets, 65 participants

Wachusett Mountain's Wachusett Mountain 401(k) Plan reported $16M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,321 in Arts, Entertainment & Recreation (2,921 peers)

Wachusett Mountain multi-year trail

Wachusett Mountain's plans moved +28.0% in assets from 2022 to 2024; this filing shows Wachusett Mountain 401(k) Plan at $16M / 65 participants.

#2,321
in Arts, Entertainment & Recreation (2,921 peers)
+9.1%
assets growth YoY

Wachusett Mountain 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Wachusett Mountain 401(k) Plan vs every filed plan by assets

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

$15,765,063 Top 35% higher than 65% 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

Wachusett Mountain 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wachusett Mountain 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wachusett Mountain 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Wachusett Mountain 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042442948 · Wachusett Mountain PY 2024 · 401(k)

Wachusett Mountain 401(k) Plan · $16M · 65 · 65th

  • 5500 $16M
  • 5500 65
  • 5500 65th
  • 5500 401(k)
  • 5500 near Nikola Corporation 401(k) Profit Sharing Plan and Trust
  • 5500 ind #2321

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

Wachusett Mountain 401(k) Plan in the asset neighbourhood

Wachusett Mountain 401(k) PlanWachusett Mountain 401(k) Pl…$16MNikola Corporation 401(k) Profit Sharing Plan and TrustNikola Corporation 401(k) Pr…$16MWithers Bergman LLP Associate and Counsel Section 401(k) Profit Sharing PlanWithers Bergman LLP Associat…$16MPine Belt Automotive Retirement PlanPine Belt Automotive Retirem…$16MAmerican Litho, Inc. 401(k) PlanAmerican Litho, Inc. 401(k) …$16M
End-of-year total assets ($M) among Wachusett Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wachusett Mountain multi-year asset trail

Sponsor-wide plan assets over time

All Wachusett Mountain plans reported in each filing year

Latest sponsor-wide plan assets
$16M 27.9674946816386% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $15.8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 60 $12M
2023 1 65 $14M
2024 1 65 $16M

Wachusett Mountain filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN042442948
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wachusett Mountain 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wachusett Mountain 401(k) Plan, Total assets ($B): 0.015765063 · Participants: 65Wachusett Mountain 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
Wachusett Mountain 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wachusett Mountain 401(k) Plan side-by-side with 3 peers →

Wachusett Mountain 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nikola Corporation 401(k) Profit Sharing Plan and Trust in AZ ($16M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Wachusett Mountain 401(k) Plan assets move in 2024? ▼
Wachusett Mountain 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $14M to $16M. Reported net income was $1M.
How have Wachusett Mountain plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachusett Mountain's sponsor-wide assets grew 28.0%, from $12M to $16M.
Which 401(k) plans are similar in size to Wachusett Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nikola Corporation 401(k) Profit Sharing Plan and Trust in AZ ($16M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Wachusett Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants, $3M 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 042442948.

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.