401(k) · DOL Form 5500 · 2024
Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 520
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $205,140
- Avg per participant Above avg balance/head
Official DOL plan name: Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan · Sponsored by Bard, Rao & Athanas Consulting Engineers, LLC · Massachusetts · Professional & Technical Services
$107M in assets, 520 participants
Bard, Rao & Athanas Consulting Engineers, LLC's Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan reported $107M in total assets and 520 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,571 in Professional & Technical Services (20,173 peers)
Where Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan sits by assets
Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 520 participants (~$205,140/participant), up 16.7% in 2024.
- #18,571
- in Professional & Technical Services (20,173 peers)
- +16.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan's outsized position by total assets
Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,672,541 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bard, Rao & Athanas Consulting Engineers, LLC 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. Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan sits mid-pack in the medium band (520 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $107M in the plan year 2024 filing.
- Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan reported participants rose from 478 in the plan year 2023 filing to 520 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 043519357 · Bard, Rao & Athanas Consulting Engineers, LLC PY 2024 · 401(k)
Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan · $107M · 520 · 91st
- PCT $107M
- PCT 520
- PCT 91st
- PCT 401(k)
- PCT near Hd&w Retirement Plan
- PCT ind #18571
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 →
Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $15M |
| Employer EIN | 043519357 |
| Plan Effective Date | 2008-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bard, Rao & Athanas Consulting Engineers, LLC)
Sponsor-wide plan assets over time
All Bard, Rao & Athanas Consulting Engineers, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 46.599161195715475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 445 | $73M |
| 2023 | 1 | 478 | $91M |
| 2024 | 1 | 520 | $107M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Hd&w Retirement Plan in NY ($107M); by covered participants it is O'connell Landscape Maintenance, Inc 401(k) Plan in CA (520 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Hd&w Retirement Plan (NY) $107M · 101
- Aldrich Retirement Plan (OR) $107M · 365
- California Dairies, Inc. 401(k) Savings Plan (CA) $107M · 883
- Aviation Technical Services, Inc. Employee Savings Plan (WA) $107M · 959
Similar participant headcount
Nearest other-state filings by covered participants (520 participants); asset peers above are excluded.
- O'connell Landscape Maintenance, Inc 401(k) Plan (CA) 520 · 0 off
- Chan Zuckerberg Initiative, LLC Retirement Plan (CA) 520 · 0 off
- Spooner Retirement Savings Plan (AZ) 520 · 0 off
- Nord Gear Corporation 401(k) Profit Sharing Plan (WI) 520 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.