401(k) · DOL Form 5500 · 2024
Plymouth Rock Assurance Corporation 401(k) Plan
Data updated 2026-08-25
- $505M
- Total assets Above avg plan size
- 1,890
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $267,367
- Avg per participant High balance/head
Official DOL plan name: The Plymouth Rock Companies Savings and Investment Plan · Sponsored by Plymouth Rock Assurance Corporation · Massachusetts · Finance & Insurance
$505M in assets, 1,890 participants
Plymouth Rock Assurance Corporation's The Plymouth Rock Companies Savings and Investment Plan reported $505M in total assets and 1,890 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,126 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
The Plymouth Rock Companies Savings and Investment Plan covers 1,890 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $505M.
- #8,126
- in Finance & Insurance (8,549 peers)
- +12.2%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
The Plymouth Rock Companies Savings and Investment Plan's outsized position by total assets
The Plymouth Rock Companies Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$505,323,263 Top 3% higher than 97% 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
The Plymouth Rock Companies Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Plymouth Rock Companies Savings and Investment Plan lands in the large band (1,890 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Plymouth Rock Companies Savings and Investment Plan reported net income fell from $67M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- The Plymouth Rock Companies Savings and Investment Plan end-of-year assets rose from $450M in the plan year 2023 filing to $505M in the plan year 2024 filing.
- The Plymouth Rock Companies Savings and Investment Plan reported participants rose from 1,783 in the plan year 2023 filing to 1,890 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042800590 · Plymouth Rock Assurance Corporation PY 2024 · 401(k)
The Plymouth Rock Companies Savings and Investment Plan · $505M · 1,890 · 97th
- ASSETS $505M
- PCT 1,890
- EIN 97th
- RANK 401(k)
- PHOTO near Holt Companies Retirement Plan
- IND ind #8126
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
The Plymouth Rock Companies Savings and Investment Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $450M |
|---|---|
| Net Assets (End of Year) | $505M |
| Net Income | $55M |
| Employer EIN | 042800590 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plymouth Rock Assurance Corporation)
Sponsor-wide plan assets over time
All Plymouth Rock Assurance Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $505M 31.835434582886396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,818 | $383M |
| 2023 | 1 | 1,783 | $450M |
| 2024 | 1 | 1,890 | $505M |
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
The Plymouth Rock Companies Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Holt Companies Retirement Plan in TX ($505M); by covered participants it is Fortune Brands Innovations Hourly Employee Retirement Savings Plan in IL (1,890 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($505M here).
- Holt Companies Retirement Plan (TX) $505M · 4,257
- Wolfspeed, Inc. 401(k) Plan (NC) $505M · 4,437
- Ncci Holdings, Inc. 401(k) Savings Plan (FL) $506M · 865
- Circle K Retirement Plan (AZ) $506M · 68,953
Similar participant headcount
Nearest other-state filings by covered participants (1,890 participants); asset peers above are excluded.
- Fortune Brands Innovations Hourly Employee Retirement Savings Plan (IL) 1,890 · 0 off
- Manhattan Associates 401(k) Plan & Trust (GA) 1,889 · 1 off
- Tennant Company Retirement Savings Plan (MN) 1,889 · 1 off
- Best-One Tire & Service 401(k) Mep (IN) 1,891 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.