401(k) · DOL Form 5500 · 2024

Bip Aligned Equity Holdings LLC 401(k) Plan

Data updated 2026-08-11

$12M
Total assets
477
Participants
60th
Percentile by assets
$24,952
Avg per participant
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Official DOL plan name: Aligned Equity Holdings 401(k) Plan · Sponsored by Bip Aligned Equity Holdings LLC · Massachusetts · Finance & Insurance

$12M in assets, 477 participants

Bip Aligned Equity Holdings LLC's Aligned Equity Holdings 401(k) Plan reported $12M in total assets and 477 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 123,622 plans)
  • #3,716 in Finance & Insurance (8,549 peers)

Bip Aligned Equity Holdings LLC multi-year trail

Bip Aligned Equity Holdings LLC's plans moved +131.4% in assets from 2022 to 2024; this filing shows Aligned Equity Holdings 401(k) Plan at $12M / 477 participants.

$12M
total plan assets (2024 EOY)
477
covered participants
60th
percentile by assets (of 123,622 plans)
$24,952
avg assets per participant

Where Aligned Equity Holdings 401(k) Plan sits by total assets

Aligned Equity Holdings 401(k) Plan vs every filed plan by assets

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

$11,902,168 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aligned Equity Holdings 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $224K in the plan year 2024 filing.
  • Aligned Equity Holdings 401(k) Plan reported participants fell from 512 in the plan year 2023 filing to 477 in the plan year 2024 filing.
  • Aligned Equity Holdings 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Finance & Insurance

Bip Aligned Equity Holdings LLC across 3 plan years on file

Across the 3 plan years Bip Aligned Equity Holdings LLC has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $12M, a gain of 131.4%, while reported participants moved from 131 to 477 (+264.1%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($5M).

Bip Aligned Equity Holdings LLC multi-year asset trail

$0M$5M$10M$15M 202220232024 $5.14M $11.9M ▲ +131.5%
Total plan assets by year, all Bip Aligned Equity Holdings LLC plans on file
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 512 $12M
2024 1 477 $12M

Bip Aligned Equity Holdings LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$224K
Employer EIN871559419
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Aligned Equity Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Aligned Equity Holdi…, Total assets ($B): 0.011902168 · Participants: 477Aligned Equity Holdi…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Aligned Equity Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Aligned Equity Holdings 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aligned Equity Holdings 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Aligned Equity Holdings 401(k) Plan assets move in 2024? ▼
Aligned Equity Holdings 401(k) Plan edged up modestly - up 1.9% during 2024, from $12M to $12M. Reported net income was $224K.
How have Bip Aligned Equity Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bip Aligned Equity Holdings LLC's sponsor-wide assets grew 131.4%, from $5M to $12M.
Which 401(k) plans are similar in size to Aligned Equity Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stokes Wagner, Alc 401(k) Profit Sharing Plan in CA ($12M, 26 participants).

Next read for Aligned Equity Holdings 401(k) Plan

Multi-year trail

Ways to act on Aligned Equity Holdings 401(k) Plan's numbers.

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 871559419.

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.