401(k) · DOL Form 5500 · 2024

A & J Compounding, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
60
Participants Small participant base
54th
Percentile by assets National rank
$153,004
Avg per participant Above avg balance/head
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Official DOL plan name: A & J 401(k) Profit Sharing Plan · Sponsored by A & J Compounding, Inc. · Massachusetts · Retail Trade

$9M in assets, 60 participants

A & J Compounding, Inc.'s A & J 401(k) Profit Sharing Plan reported $9M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,177 in Retail Trade (8,048 peers)

A & J Compounding, Inc. multi-year trail

A & J Compounding, Inc.'s plans moved +59.2% in assets from 2022 to 2024; this filing shows A & J 401(k) Profit Sharing Plan at $9M / 60 participants.

#5,177
in Retail Trade (8,048 peers)
+26.0%
assets growth YoY

A & J 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

A & J 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,180,269 Top 46% higher than 54% 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

A & J 401(k) Profit Sharing 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. A & J 401(k) Profit Sharing Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A & J 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • A & J 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • A & J 401(k) Profit Sharing Plan reported participants rose from 55 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821449827 · A & J Compounding, Inc. PY 2024 · 401(k)

A & J 401(k) Profit Sharing Plan · $9M · 60 · 54th

  • PCT $9M
  • EIN 60
  • RANK 54th
  • PHOTO 401(k)
  • IND near Southwestern Wire, Inc. 401(k) Profit Sharing Retirement Plan
  • EOY ind #5177

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 Retail Trade retirement plans → · Plans in Massachusetts →

A & J 401(k) Profit Sharing Plan in the asset neighbourhood

A & J 401(k) Profit Sharing PlanA & J 401(k) Profit Sharing …$9MSouthwestern Wire, Inc. 401(k) Profit Sharing Retirement PlanSouthwestern Wire, Inc. 401(…$9MLatshaw Drilling Co., LLC 401(k) PlanLatshaw Drilling Co., LLC 40…$9MCakebread Cellars, Inc. 401(k) PlanCakebread Cellars, Inc. 401(…$9MPaolucci Salling & Martin 401(k) Employee Stock Ownership PlanPaolucci Salling & Martin 40…$9M
End-of-year total assets ($M) among A & J 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

A & J Compounding, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A & J Compounding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 59.181825921567274% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.77M $9.18M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 58 $6M
2023 1 55 $7M
2024 1 60 $9M

A & J Compounding, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN821449827
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

A & J 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants A & J 401(k) Profit Sharing Plan, Total assets ($B): 0.009180269 · Participants: 60A & J 401(k) Profit Sharing 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
A & J 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare A & J 401(k) Profit Sharing Plan side-by-side with 3 peers →

A & J 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Southwestern Wire, Inc. 401(k) Profit Sharing Retirement Plan in OK ($9M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 A & J 401(k) Profit Sharing Plan assets move in 2024? ▼
A & J 401(k) Profit Sharing Plan grew sharply - up 26.0% during 2024, from $7M to $9M. Reported net income was $2M.
How have A & J Compounding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A & J Compounding, Inc.'s sponsor-wide assets grew 59.2%, from $6M to $9M.
Which 401(k) plans are similar in size to A & J 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwestern Wire, Inc. 401(k) Profit Sharing Retirement Plan in OK ($9M, 181 participants).
Which 401(k) plans cover a similar participant headcount to A & J 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 821449827.

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.