401(k) · DOL Form 5500 · 2024

Balise Motor Sales Company 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,364
Participants Near avg headcount
83rd
Percentile by assets National rank
$32,946
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balise Motor Sales Company 401(k) Retirement Plan · Sponsored by Balise Motor Sales Company · Massachusetts · Retail Trade

$45M in assets, 1,364 participants

Balise Motor Sales Company's Balise Motor Sales Company 401(k) Retirement Plan reported $45M in total assets and 1,364 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,268 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Balise Motor Sales Company 401(k) Retirement Plan covers 1,364 participants in Massachusetts, 2.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $45M.

#7,268
in Retail Trade (8,048 peers)
+17.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Balise Motor Sales Company 401(k) Retirement Plan's outsized position by total assets

Balise Motor Sales Company 401(k) Retirement Plan vs every filed plan by assets

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

$44,938,958 Top 17% higher than 83% 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

Balise Motor Sales Company 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balise Motor Sales Company 401(k) Retirement Plan lands in the large band (1,364 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balise Motor Sales Company 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Balise Motor Sales Company 401(k) Retirement Plan reported participants rose from 1,249 in the plan year 2023 filing to 1,364 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 550811490 · Balise Motor Sales Company PY 2024 · 401(k)

Balise Motor Sales Company 401(k) Retirement Plan · $45M · 1,364 · 83rd

  • SCH $45M
  • EBSA 1,364
  • PART 83rd
  • TYPE 401(k)
  • NET near Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan
  • BOOK ind #7268

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 →

Balise Motor Sales Company 401(k) Retirement Plan in the asset neighbourhood

Balise Motor Sales Company 401(k) Retirement PlanBalise Motor Sales Company 4…$45MAmpac Fine Chemicals LLC Bargaining Unit 401(k) PlanAmpac Fine Chemicals LLC Bar…$45MIterable 401(k) Plan$45MMtc US Corp. 401(k) Plan$45MBrighton Jones, LLC 401(k) Profit Sharing Plan & TrustBrighton Jones, LLC 401(k) P…$45M
End-of-year total assets ($M) among Balise Motor Sales Company 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)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN550811490
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balise Motor Sales Company)

Sponsor-wide plan assets over time

All Balise Motor Sales Company plans reported in each filing year

Latest sponsor-wide plan assets
$45M 41.13249234548892% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.8M $44.9M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 1,124 $32M
2023 1 1,249 $38M
2024 1 1,364 $45M

Nearby 401(k) Plans in Massachusetts

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

Balise Motor Sales Company 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Balise Motor Sales Company 401(k) Retirement Plan, Total assets ($B): 0.044938958 · Participants: 1364Balise Motor Sales Company 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
Balise Motor Sales Company 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Balise Motor Sales Company 401(k) Retirement Plan side-by-side with 3 peers →

Balise Motor Sales Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan in CA ($45M); by covered participants it is Helen of Troy 401(k) Plan in TX (1,364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,364 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 Balise Motor Sales Company 401(k) Retirement Plan assets move in 2024? ▼
Balise Motor Sales Company 401(k) Retirement Plan grew sharply - up 17.0% during 2024, from $38M to $45M. Reported net income was $7M.
How have Balise Motor Sales Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balise Motor Sales Company's sponsor-wide assets grew 41.1%, from $32M to $45M.
Where does Balise Motor Sales Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Balise Motor Sales Company 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Balise Motor Sales Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan in CA ($45M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Balise Motor Sales Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helen of Troy 401(k) Plan in TX (1,364 participants, $158M 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 550811490.

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.