401(k) · DOL Form 5500 · 2024

Advanced Instruments, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
191
Participants Below avg headcount
81st
Percentile by assets National rank
$199,287
Avg per participant Above avg balance/head
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Official DOL plan name: Advanced Instruments, LLC Saving and Profit Sharing Plan · Sponsored by Advanced Instruments, LLC · Massachusetts · Manufacturing

$38M in assets, 191 participants

Advanced Instruments, LLC's Advanced Instruments, LLC Saving and Profit Sharing Plan reported $38M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,000 in Manufacturing (17,777 peers)

Coverage in Massachusetts

Advanced Instruments, LLC Saving and Profit Sharing Plan covers 191 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $38M.

#13,000
in Manufacturing (17,777 peers)
+12.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Advanced Instruments, LLC Saving and Profit Sharing Plan's outsized position by total assets

Advanced Instruments, LLC Saving and Profit Sharing Plan vs every filed plan by assets

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

$38,063,734 Top 19% higher than 81% 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

Advanced Instruments, LLC Saving and Profit Sharing 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. Advanced Instruments, LLC Saving and Profit Sharing Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advanced Instruments, LLC Saving and Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Advanced Instruments, LLC Saving and Profit Sharing Plan reported participants rose from 159 in the plan year 2023 filing to 191 in the plan year 2024 filing.
  • Advanced Instruments, LLC Saving and Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042187801 · Advanced Instruments, LLC PY 2024 · 401(k)

Advanced Instruments, LLC Saving and Profit Sharing Plan · $38M · 191 · 81st

  • TYPE $38M
  • TYPE 191
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near Finit 401(k)
  • TYPE ind #13000

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 Manufacturing retirement plans → · Plans in Massachusetts →

Advanced Instruments, LLC Saving and Profit Sharing Plan in the asset neighbourhood

Advanced Instruments, LLC Saving and Profit Sharing PlanAdvanced Instruments, LLC Sa…$38MFinit 401(k)$38MThompson Machinery Commerce Corporation 401(k) PlanThompson Machinery Commerce …$38MDiscovery Behavioral Health 401(k) PlanDiscovery Behavioral Health …$38MEagle View Technologies, Inc. 401(k) Profit Sharing PlanEagle View Technologies, Inc…$38M
End-of-year total assets ($M) among Advanced Instruments, LLC Saving and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN042187801
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Instruments, LLC)

Sponsor-wide plan assets over time

All Advanced Instruments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 47.98846409730605% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $38.1M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 135 $26M
2023 1 159 $34M
2024 1 191 $38M

Nearby 401(k) Plans in Massachusetts

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

Advanced Instruments, LLC Saving and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Advanced Instruments, LLC Saving and Profit Sharing Plan, Total assets ($B): 0.038063734 · Participants: 191Advanced Instruments, LLC Saving and Profit Sharing 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
Advanced Instruments, LLC Saving and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Advanced Instruments, LLC Saving and Profit Sharing Plan side-by-side with 3 peers →

Advanced Instruments, LLC Saving and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Finit 401(k) in OH ($38M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Advanced Instruments, LLC Saving and Profit Sharing Plan assets move in 2024? ▼
Advanced Instruments, LLC Saving and Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $34M to $38M. Reported net income was $4M.
How have Advanced Instruments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Instruments, LLC's sponsor-wide assets grew 48.0%, from $26M to $38M.
Where does Advanced Instruments, LLC Saving and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Advanced Instruments, LLC Saving and Profit Sharing Plan ranks in the 81st 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 Advanced Instruments, LLC Saving and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finit 401(k) in OH ($38M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Instruments, LLC Saving and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 042187801.

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.