401(k) · DOL Form 5500 · 2024

Medford Wellington Service Co., Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
100
Participants Small participant base
65th
Percentile by assets National rank
$156,588
Avg per participant Above avg balance/head
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Official DOL plan name: Medford Wellington, Inc. 401(k) and Profit Sharing Plan · Sponsored by Medford Wellington Service Co., Inc. · Massachusetts · Construction

$16M in assets, 100 participants

Medford Wellington Service Co., Inc.'s Medford Wellington, Inc. 401(k) and Profit Sharing Plan reported $16M in total assets and 100 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.

  • #5,799 in Construction (9,039 peers)

Coverage in Massachusetts

Medford Wellington, Inc. 401(k) and Profit Sharing Plan covers 100 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#5,799
in Construction (9,039 peers)
+18.9%
assets growth YoY

Medford Wellington, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$15,658,831 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

Medford Wellington, Inc. 401(k) and 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. Medford Wellington, Inc. 401(k) and Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Medford Wellington, Inc. 401(k) and Profit Sharing Plan reported participants fell from 127 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Medford Wellington, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Medford Wellington, Inc. 401(k) and Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042478203 · Medford Wellington Service Co., Inc. PY 2024 · 401(k)

Medford Wellington, Inc. 401(k) and Profit Sharing Plan · $16M · 100 · 65th

  • TYPE $16M
  • TYPE 100
  • TYPE 65th
  • TYPE 401(k)
  • TYPE near Odyssey Information Services I 401(k) Profit Sharing Plan & Trust
  • TYPE ind #5799

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 →

Medford Wellington, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Medford Wellington, Inc. 401(k) and Profit Sharing PlanMedford Wellington, Inc. 401…$16MOdyssey Information Services I 401(k) Profit Sharing Plan & TrustOdyssey Information Services…$16MDetroit Tool & Engineering 401(k) Retirement PlanDetroit Tool & Engineering 4…$16MAsphalt Institute 401(k) Plan$16MFresco 401(k) Plan$16M
End-of-year total assets ($M) among Medford Wellington, Inc. 401(k) and Profit Sharing 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)$16M
Net Income$2M
Employer EIN042478203
Plan Effective Date1973-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Medford Wellington Service Co., Inc.)

Sponsor-wide plan assets over time

All Medford Wellington Service Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 53.14537231235968% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.7M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 119 $10M
2023 1 127 $13M
2024 1 100 $16M

Nearby 401(k) Plans in Massachusetts

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

Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Medford Wellington, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.015658831 · Participants: 100Medford Wellington, Inc. 401(k) and 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
Medford Wellington, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Medford Wellington, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Medford Wellington, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Odyssey Information Services I 401(k) Profit Sharing Plan & Trust in TX ($16M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Medford Wellington, Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Medford Wellington, Inc. 401(k) and Profit Sharing Plan grew sharply - up 18.9% during 2024, from $13M to $16M. Reported net income was $2M.
How have Medford Wellington Service Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medford Wellington Service Co., Inc.'s sponsor-wide assets grew 53.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Medford Wellington, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Odyssey Information Services I 401(k) Profit Sharing Plan & Trust in TX ($16M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Medford Wellington, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 042478203.

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.