401(k) · DOL Form 5500 · 2024

Brattan Industries Incorporated 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
131
Participants Small participant base
51st
Percentile by assets National rank
$59,858
Avg per participant Low balance/head
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Official DOL plan name: Brattan Industries 401(k) Retirement Plan · Sponsored by Brattan Industries Incorporated · Massachusetts · Construction

$8M in assets, 131 participants

Brattan Industries Incorporated's Brattan Industries 401(k) Retirement Plan reported $8M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,440 in Construction (9,039 peers)

Coverage in Massachusetts

Brattan Industries 401(k) Retirement Plan covers 131 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#4,440
in Construction (9,039 peers)
+20.6%
assets growth YoY

Brattan Industries 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Brattan Industries 401(k) Retirement Plan vs every filed plan by assets

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

$7,841,440 Top 49% higher than 51% 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

Brattan Industries 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brattan Industries 401(k) Retirement Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brattan Industries 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Brattan Industries 401(k) Retirement Plan reported participants fell from 145 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161654848 · Brattan Industries Incorporated PY 2024 · 401(k)

Brattan Industries 401(k) Retirement Plan · $8M · 131 · 51st

  • ASSETS $8M
  • ASSETS 131
  • ASSETS 51st
  • ASSETS 401(k)
  • ASSETS near Orbis Holdings Group, LLC 401(k) Savings & Investment Plan
  • ASSETS ind #4440

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 →

Brattan Industries 401(k) Retirement Plan in the asset neighbourhood

Brattan Industries 401(k) Retirement PlanBrattan Industries 401(k) Re…$8MOrbis Holdings Group, LLC 401(k) Savings & Investment PlanOrbis Holdings Group, LLC 40…$8MLift Off Distribution, LLC 401(k) Retirement PlanLift Off Distribution, LLC 4…$8MMarc, Inc. Retirement Plan$8MJbm Packaging Company Retirement Plan and TrustJbm Packaging Company Retire…$8M
End-of-year total assets ($M) among Brattan Industries 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)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN161654848
Plan Effective Date1975-05-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Brattan Industries Incorporated)

Sponsor-wide plan assets over time

All Brattan Industries Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$8M 51.477669549944736% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.18M $7.84M ▲ +51.4%
Year Plans Participants Total Assets
2022 1 156 $5M
2023 1 145 $7M
2024 1 131 $8M

Nearby 401(k) Plans in Massachusetts

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

Brattan Industries 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Brattan Industries 401(k) Retirement Plan, Total assets ($B): 0.00784144 · Participants: 131Brattan Industries 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
Brattan Industries 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Brattan Industries 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Orbis Holdings Group, LLC 401(k) Savings & Investment Plan in MI ($8M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Brattan Industries 401(k) Retirement Plan assets move in 2024?
Brattan Industries 401(k) Retirement Plan grew sharply - up 20.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Brattan Industries Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Brattan Industries Incorporated's sponsor-wide assets grew 51.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Brattan Industries 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Orbis Holdings Group, LLC 401(k) Savings & Investment Plan in MI ($8M, 826 participants).
Which 401(k) plans cover a similar participant headcount to Brattan Industries 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M in assets).