401(k) · DOL Form 5500 · 2024

Mario Russo Nine Newbury Street Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 26
Participants Small participant base: 36th
Percentile by assets National rank: $136,241
Avg per participant Near avg balance/head

Official DOL plan name: Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Mario Russo Nine Newbury Street Inc. · Massachusetts · Other Services

$4M in assets, 26 participants

Mario Russo Nine Newbury Street Inc.'s Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

#4,623 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust ranks #4,623 of 7,719 2024 filers by assets (567% of the sector average)-$4M for 26 participants.

#4,623
in Other Services (7,719 peers): +8.3%
assets growth YoY

Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,542,274 36th percentile higher than 36% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust is a small filing (26 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 043108746 · Mario Russo Nine Newbury Street Inc. PY 2024 · 401(k)

Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust · $4M · 26 · 36th

TYPE $4M
NET 26
BOOK 36th
VS-ST 401(k)
BOY near Discovery Living, Inc. 401(k) Plan
SCH ind #4623

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 Other Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$271K
Employer EIN	043108746
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Discovery Living, Inc. 401(k) Plan in IA ($4M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Discovery Living, Inc. 401(k) Plan (IA) $4M · 208
McDonald's and Simmons PC 401(k) Plan and Trust (TX) $4M · 11
Sandestin Investments, LLC 401 (K) Plan (FL) $4M · 449
Hhwp 403(b) Retirement Plan (OH) $4M · 158

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

Mika Digital Services, Inc. 401(k) Plan (TX) 26 · 0 off
Hale & Company, Cpa, P.C. Employee Retirement Plan (OK) 26 · 0 off
Imbert International, Inc. 401(k) Profit Sharing Plan (IL) 26 · 0 off
Therapy Rehabilitation Services, Inc.-Medical 401(k) Plan (AZ) 26 · 0 off

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 Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼

Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 8.3% during 2024, from $3M to $4M. Reported net income was $271K.

Which 401(k) plans are similar in size to Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Discovery Living, Inc. 401(k) Plan in IA ($4M, 208 participants).

Which 401(k) plans cover a similar participant headcount to Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 043108746.