401(k) · DOL Form 5500 · 2023
Plymouth Rock Assurance Corporation 401(k) Plan
Data updated 2026-08-25
- $450M
- Total assets Above avg plan size
- 1,783
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $252,601
- Avg per participant Above avg balance/head
Official DOL plan name: The Plymouth Rock Companies Savings and Investment Plan · Sponsored by Plymouth Rock Assurance Corporation · Massachusetts · Finance & Insurance
$450M in assets, 1,783 participants
Plymouth Rock Assurance Corporation's The Plymouth Rock Companies Savings and Investment Plan reported $450M in total assets and 1,783 participants in its 2023 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.
- #8,440 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
The Plymouth Rock Companies Savings and Investment Plan covers 1,783 participants in Massachusetts, 2.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $450M.
- #8,440
- in Finance & Insurance (8,869 peers)
- +17.5%
- assets growth YoY
- 4.5×
- 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 2023 · DOL Form 5500
$450,387,545 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Plymouth Rock Companies Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,783 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Plymouth Rock Companies Savings and Investment Plan reported net income rose from -$71M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- The Plymouth Rock Companies Savings and Investment Plan end-of-year assets rose from $383M in the plan year 2022 filing to $450M in the plan year 2023 filing.
- The Plymouth Rock Companies Savings and Investment Plan reported participants fell from 1,818 in the plan year 2022 filing to 1,783 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042800590 · Plymouth Rock Assurance Corporation PY 2023 · 401(k)
The Plymouth Rock Companies Savings and Investment Plan · $450M · 1,783 · 97th
- SCH $450M
- EBSA 1,783
- PART 97th
- TYPE 401(k)
- NET near K&l Gates 401(k) Plan Beta
- BOOK ind #8440
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) | $383M |
|---|---|
| Net Assets (End of Year) | $450M |
| Net Income | $67M |
| 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 $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
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 K&l Gates 401(k) Plan Beta in PA ($450M); by covered participants it is Barona Employees 401(k) Retirement Plan in CA (1,783 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($450M here).
- K&l Gates 401(k) Plan Beta (PA) $450M · 1,394
- Space Exploration Technologies 401(k) Plan (CA) $451M · 11,701
- Dewberry 401(k)/Profit-Sharing Plan (VA) $451M · 2,460
- The Christ Hospital 403(b) Retirement Savings Plan (OH) $451M · 6,885
Similar participant headcount
Nearest other-state filings by covered participants (1,783 participants); asset peers above are excluded.
- Barona Employees 401(k) Retirement Plan (CA) 1,783 · 0 off
- Howard County General Hospital, Inc. 401(k) Plan (MD) 1,783 · 0 off
- American Chemical Society Defined Contribution Retirement Plan (DC) 1,784 · 1 off
- Albany International Corp. Prosperity Plus Savings Plan (NH) 1,784 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.