401(k) · DOL Form 5500 · 2024
Sullivan & Worcester LLP 401(k) Plan
Data updated 2026-08-11
- $118M
- Total assets
- 193
- Participants
- 92nd
- Percentile by assets
- $610,939
- Avg per participant
Official DOL plan name: Sullivan & Worcester LLP Savings and Investment Plan · Sponsored by Sullivan & Worcester LLP · Massachusetts · Professional & Technical Services
$118M in assets, 193 participants
Sullivan & Worcester LLP's Sullivan & Worcester LLP Savings and Investment Plan reported $118M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #18,698 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Sullivan & Worcester LLP Savings and Investment Plan covers 193 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $118M.
- $118M
- total plan assets (2024 EOY)
- 193
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $610,939
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sullivan & Worcester LLP Savings and Investment Plan reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Sullivan & Worcester LLP Savings and Investment Plan end-of-year assets rose from $108M in the plan year 2023 filing to $118M in the plan year 2024 filing.
- Sullivan & Worcester LLP Savings and Investment Plan reported participants rose from 187 in the plan year 2023 filing to 193 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Sullivan & Worcester LLP Savings and Investment Plan reports 193 participants - about 29% of that state average ($118M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $9M |
| Employer EIN | 042387531 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan & Worcester LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 431 | $202M |
| 2023 | 3 | 399 | $217M |
| 2024 | 3 | 413 | $239M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sullivan & Worcester LLP Savings and Investment Plan 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sullivan & Worcester LLP Savings and Investment Plan by total assets, not by location.
- Las Vegas Sands Corp. 401(k) Retirement Plan (NV) $118M · 726
- Inari Medical, Inc. 401(k) Plan (CA) $118M · 1,193
- Construction Specialties, Inc. Ret Savings Plan (NJ) $118M · 765
- The Anchin, Block & Anchin Savings Plan (NY) $118M · 481
Frequently Asked Questions
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Filing takeaways
Ways to act on Sullivan & Worcester LLP Savings and Investment Plan's numbers.
- By total assets, Sullivan & Worcester LLP Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Sullivan & Worcester LLP's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans