401(k) · DOL Form 5500 · 2023

Plymouth Rock Assurance Corporation 401(k) Plan

Data updated 2026-08-11

$450M
Total assets
1,783
Participants
97th
Percentile by assets
$252,601
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$450M
total plan assets (2023 EOY)
1,783
covered participants
97th
percentile by assets (of 127,072 plans)
$252,601
avg assets per participant

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.

See the national 2022→2023 release diff →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Plymouth Rock Companies Savings and Investment Plan reports 1,783 participants - 2.7x that state average ($450M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$383M
Net Assets (End of Year)$450M
Net Income$67M
Employer EIN042800590
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plymouth Rock Assurance Corporation)

$350M$400M$450M$500M$550M 202220232024 $383M $505M ▲ +31.8%
Total plan assets by year, all Plymouth Rock Assurance Corporation plans on file
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.

The Plymouth Rock Companies Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

The Plymouth Rock Companies Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Plymouth Rock Co…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
The Plymouth Rock Companies Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Plymouth Rock Companies Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did The Plymouth Rock Companies Savings and Investment Plan assets move in 2023?
The Plymouth Rock Companies Savings and Investment Plan grew sharply - up 17.5% during 2023, from $383M to $450M. Reported net income was $67M.
How have Plymouth Rock Assurance Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Plymouth Rock Assurance Corporation's sponsor-wide assets grew 31.8%, from $383M to $505M.
Where does The Plymouth Rock Companies Savings and Investment Plan rank by assets among Form 5500 filers?
The Plymouth Rock Companies Savings and Investment Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Plymouth Rock Companies Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is K&l Gates 401(k) Plan Beta in PA ($450M, 1,394 participants).

Next read for The Plymouth Rock Companies Savings and …

Filing takeaways

Ways to act on The Plymouth Rock Companies Savings and Investment Plan's numbers.

  • By total assets, The Plymouth Rock Companies Savings and Investment Plan ranks in the top 5% 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
  • Plymouth Rock Assurance Corporation's sponsor-wide assets have grown 31.8% since 2022 across 3 plan years on file. More Finance & Insurance plans