401(k) · DOL Form 5500 · 2024

S.M. Lorusso & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
132
Participants Small participant base
75th
Percentile by assets National rank
$193,418
Avg per participant Above avg balance/head
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Official DOL plan name: S.M. Lorusso & Sons, Inc. 401(k) Plan · Sponsored by S.M. Lorusso & Sons, Inc. · Massachusetts · Mining & Oil Extraction

$26M in assets, 132 participants

S.M. Lorusso & Sons, Inc.'s S.M. Lorusso & Sons, Inc. 401(k) Plan reported $26M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #467 in Mining & Oil Extraction (785 peers)

Coverage in Massachusetts

S.M. Lorusso & Sons, Inc. 401(k) Plan covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $26M.

#467
in Mining & Oil Extraction (785 peers)
+8.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

S.M. Lorusso & Sons, Inc. 401(k) Plan's outsized position by total assets

S.M. Lorusso & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$25,531,122 Top 25% higher than 75% 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

S.M. Lorusso & Sons, Inc. 401(k) 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. S.M. Lorusso & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.M. Lorusso & Sons, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • S.M. Lorusso & Sons, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • S.M. Lorusso & Sons, Inc. 401(k) Plan reported participants rose from 125 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042078853 · S.M. Lorusso & Sons, Inc. PY 2024 · 401(k)

S.M. Lorusso & Sons, Inc. 401(k) Plan · $26M · 132 · 75th

  • EBSA $26M
  • EBSA 132
  • EBSA 75th
  • EBSA 401(k)
  • EBSA near Genetics & Ivf Institute Profit Sharing Plan
  • EBSA ind #467

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 Mining & Oil Extraction retirement plans → · Plans in Massachusetts →

S.M. Lorusso & Sons, Inc. 401(k) Plan in the asset neighbourhood

Fox Valley Surgical Associates Ltd 401(k) PlanFox Valley Surgical Associat…$26MS.M. Lorusso & Sons, Inc. 401(k) PlanS.M. Lorusso & Sons, Inc. 40…$26MGenetics & Ivf Institute Profit Sharing PlanGenetics & Ivf Institute Pro…$26MPueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Laguna Commercial …$26MDarrsave 401(k) Plan$26M
End-of-year total assets ($M) among S.M. Lorusso & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN042078853
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.M. Lorusso & Sons, Inc.)

Sponsor-wide plan assets over time

All S.M. Lorusso & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 29.123962508257023% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.8M $25.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 122 $20M
2023 1 125 $23M
2024 1 132 $26M

Nearby 401(k) Plans in Massachusetts

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

S.M. Lorusso & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants S.M. Lorusso & Sons, Inc. 401(k) Plan, Total assets ($B): 0.025531122 · Participants: 132S.M. Lorusso & Sons, 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
S.M. Lorusso & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare S.M. Lorusso & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

S.M. Lorusso & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Genetics & Ivf Institute Profit Sharing Plan in VA ($26M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 S.M. Lorusso & Sons, Inc. 401(k) Plan assets move in 2024? ▼
S.M. Lorusso & Sons, Inc. 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $23M to $26M. Reported net income was $2M.
How have S.M. Lorusso & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.M. Lorusso & Sons, Inc.'s sponsor-wide assets grew 29.1%, from $20M to $26M.
Where does S.M. Lorusso & Sons, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
S.M. Lorusso & Sons, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to S.M. Lorusso & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genetics & Ivf Institute Profit Sharing Plan in VA ($26M, 147 participants).
Which 401(k) plans cover a similar participant headcount to S.M. Lorusso & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 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 042078853.

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.