401(k) · DOL Form 5500 · 2024

Proteus Fund Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
91
Participants Small participant base
61st
Percentile by assets National rank
$142,866
Avg per participant Near avg balance/head
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Official DOL plan name: Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Proteus Fund Inc. · Massachusetts · Other Services

$13M in assets, 91 participants

Proteus Fund Inc.'s Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,039 in Other Services (7,719 peers)

Proteus Fund Inc. multi-year trail

Proteus Fund Inc.'s plans moved +93.3% in assets from 2022 to 2024; this filing shows Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust at $13M / 91 participants.

#6,039
in Other Services (7,719 peers)
+26.5%
assets growth YoY

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,000,791 Top 39% higher than 61% 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

Proteus Fund Inc. 401(k) Profit Sharing Plan & 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. Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 61 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043243004 · Proteus Fund Inc. PY 2024 · 401(k)

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust · $13M · 91 · 61st

  • EOY $13M
  • EOY 91
  • EOY 61st
  • EOY 401(k)
  • EOY near Parker Waichman LLP
  • EOY ind #6039

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 →

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Proteus Fund Inc. 401(k) Profit Sharing Plan & TrustProteus Fund Inc. 401(k) Pro…$13MParker Waichman LLP$13MK W Flooring 401(k) Plan$13MTvs Scs NA 401(k) Plan$13MIngraham Group 401(k) Plan$13M
End-of-year total assets ($M) among Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Proteus Fund Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Proteus Fund Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 93.3283616269525% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.72M $13M ▲ +93.5%
Year Plans Participants Total Assets
2022 1 77 $7M
2023 1 61 $10M
2024 1 91 $13M

Proteus Fund Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN043243004
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013000791 · Participants: 91Proteus Fund Inc. 401(k) Profit Sharing Plan & TrustFidelity 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
Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Parker Waichman LLP in NY ($13M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 26.5% during 2024, from $10M to $13M. Reported net income was $3M.
How have Proteus Fund Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proteus Fund Inc.'s sponsor-wide assets grew 93.3%, from $7M to $13M.
Which 401(k) plans are similar in size to Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Parker Waichman LLP in NY ($13M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M 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 043243004.

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.