401(k) · DOL Form 5500 · 2024

Mts Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$1,793
Avg per participant Low balance/head
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Official DOL plan name: Mts Insurance, Inc. 401(k) Plan · Sponsored by Mts Insurance, Inc. · Massachusetts · Finance & Insurance

$4K in assets, 2 participants

Mts Insurance, Inc.'s Mts Insurance, Inc. 401(k) Plan reported $4K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #51 in Finance & Insurance (8,549 peers)

Mts Insurance, Inc. multi-year trail

Mts Insurance, Inc.'s plans moved -82.4% in assets from 2022 to 2024; this filing shows Mts Insurance, Inc. 401(k) Plan at $4K / 2 participants.

#51
in Finance & Insurance (8,549 peers)
+9.0%
assets growth YoY

Mts Insurance, Inc. 401(k) Plan among the smaller filed plans by assets

Mts Insurance, Inc. 401(k) Plan vs every filed plan by assets

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

$3,585 1st percentile higher than 1% 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

Mts Insurance, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mts Insurance, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mts Insurance, Inc. 401(k) Plan reported net income rose from -$17K in the plan year 2023 filing to $295 in the plan year 2024 filing.
  • Mts Insurance, Inc. 401(k) Plan end-of-year assets rose from $3K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 270371873 · Mts Insurance, Inc. PY 2024 · 401(k)

Mts Insurance, Inc. 401(k) Plan · $4K · 2 · 1st

  • SCH $4K
  • SCH 2
  • SCH 1st
  • SCH 401(k)
  • SCH near Desert Safari / Add Ventures, Inc. 401(k) Plan
  • SCH ind #51

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Mts Insurance, Inc. 401(k) Plan in the asset neighbourhood

Mts Insurance, Inc. 401(k) PlanMts Insurance, Inc. 401(k) P…$4KDesert Safari / Add Ventures, Inc. 401(k) PlanDesert Safari / Add Ventures…$4KInfinity B Corporation 401(k) TrustInfinity B Corporation 401(k…$4KSummer Dawn Wellness, Inc. 401(k) Profit Sharing PlanSummer Dawn Wellness, Inc. 4…$4KTaylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing PlanTaylor Retina Center P.a. 40…$4K
End-of-year total assets ($M) among Mts Insurance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mts Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mts Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 82.3598878118388% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M 202220232024 $0.02M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $20K
2023 1 2 $3K
2024 1 2 $4K

Mts Insurance, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)$4K
Net Income$295
Employer EIN270371873
Plan Effective Date2010-03-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Mts Insurance, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mts Insurance, Inc. 401(k) Plan, Total assets ($B): 0.000003585 · Participants: 2Mts Insurance, Inc. 401(k) 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
Mts Insurance, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mts Insurance, Inc. 401(k) Plan side-by-side with 3 peers →

Mts Insurance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Desert Safari / Add Ventures, Inc. 401(k) Plan in AZ ($4K); by covered participants it is Frozen Smiles Retirement Plan in TN (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mts Insurance, Inc. 401(k) Plan assets move in 2024? ▼
Mts Insurance, Inc. 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $3K to $4K. Reported net income was $295.
How have Mts Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mts Insurance, Inc.'s sponsor-wide assets declined 82.4%, from $20K to $4K.
Where does Mts Insurance, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mts Insurance, Inc. 401(k) Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mts Insurance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Desert Safari / Add Ventures, Inc. 401(k) Plan in AZ ($4K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Mts Insurance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frozen Smiles Retirement Plan in TN (2 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 270371873.

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.