401(k) · DOL Form 5500 · 2024
Sullivan & Worcester LLP 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $377,402
- Avg per participant High balance/head
Official DOL plan name: Sullivan & Worcester LLP Savings and Investment Plan for Associates · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services
$24M in assets, 63 participants
Sullivan & Worcester LLP's Sullivan & Worcester LLP Savings and Investment Plan for Associates reported $24M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,744 in Professional & Technical Services (20,173 peers)
Sullivan & Worcester LLP multi-year trail
Sullivan & Worcester LLP's plans moved +17.9% in assets from 2022 to 2024; this filing shows Sullivan & Worcester LLP Savings and Investment Plan for Associates at $24M / 63 participants.
- #14,744
- in Professional & Technical Services (20,173 peers)
- +7.0%
- assets growth YoY
Sullivan & Worcester LLP Savings and Investment Plan for Associates's outsized position by total assets
Sullivan & Worcester LLP Savings and Investment Plan for Associates vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,776,328 Top 27% higher than 73% 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
Sullivan & Worcester LLP Savings and Investment Plan for Associates among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan & Worcester LLP Savings and Investment Plan for Associates is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sullivan & Worcester LLP Savings and Investment Plan for Associates reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sullivan & Worcester LLP Savings and Investment Plan for Associates reported participants rose from 56 in the plan year 2023 filing to 63 in the plan year 2024 filing.
- Sullivan & Worcester LLP Savings and Investment Plan for Associates end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
DOL schedule card
Filing strip 042387531 · Sullivan & Worcester LLP PY 2024 · 401(k)
Sullivan & Worcester LLP Savings and Investment Plan for Associates · $24M · 63 · 73rd
- IND $24M
- IND 63
- IND 73rd
- IND 401(k)
- IND near Life Line Screening 401(k) Retirement Savings Plan
- IND ind #14744
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Sullivan & Worcester LLP Savings and Investment Plan for Associates in the asset neighbourhood
Sullivan & Worcester LLP multi-year asset trail
Sponsor-wide plan assets over time
All Sullivan & Worcester LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 17.902557091527118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 431 | $202M |
| 2023 | 3 | 399 | $217M |
| 2024 | 3 | 413 | $239M |
Sullivan & Worcester LLP filing trail (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1996-09-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Sullivan & Worcester LLP Savings and Investment Plan for Associates's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Life Line Screening 401(k) Retirement Savings Plan in OH ($24M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Life Line Screening 401(k) Retirement Savings Plan (OH) $24M · 865
- National Beef Union 401(k) Plan (MO) $24M · 6,149
- Matrix 401(k) Plan (NJ) $24M · 92
- Southeastern Pathology Associates, P. C. 401(k) Savings Plan (TN) $24M · 127
Similar participant headcount
Nearest other-state filings by covered participants (63 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.