401(k) · DOL Form 5500 · 2024

The Somerset Club 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
37
Participants Small participant base
25th
Percentile by assets National rank
$35,396
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Somerset Club 401(k) Plan · Sponsored by The Somerset Club · Massachusetts · Other Services

$1M in assets, 37 participants

The Somerset Club's The Somerset Club 401(k) Plan reported $1M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,850 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, The Somerset Club 401(k) Plan ranks #3,850 of 7,719 2024 filers by assets (1532% of the sector average)-$1M for 37 participants.

#3,850
in Other Services (7,719 peers)
+6.8%
assets growth YoY

The Somerset Club 401(k) Plan among the smaller filed plans by assets

The Somerset Club 401(k) Plan vs every filed plan by assets

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

$1,309,670 25th percentile higher than 25% 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

The Somerset Club 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Somerset Club 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Somerset Club 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041850150 · The Somerset Club PY 2024 · 401(k)

The Somerset Club 401(k) Plan · $1M · 37 · 25th

  • EIN $1M
  • RANK 37
  • PHOTO 25th
  • IND 401(k)
  • EOY near Christensen, Tyng & Hjelmstad, P.C. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #3850

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 Other Services retirement plans → · Plans in Massachusetts →

The Somerset Club 401(k) Plan in the asset neighbourhood

The Somerset Club 401(k) Plan$1MChristensen, Tyng & Hjelmstad, P.C. 401(k) Profit Sharing Plan and TrustChristensen, Tyng & Hjelmsta…$1MWal-Rose, Inc. 401(k) Profit Sharing Plan & TrustWal-Rose, Inc. 401(k) Profit…$1MMarkallen & Co. LLC 401(k) Profit Sharing PlanMarkallen & Co. LLC 401(k) P…$1MHilltoppers Inc. 401(k) Profit Sharing Plan and TrustHilltoppers Inc. 401(k) Prof…$1M
End-of-year total assets ($M) among The Somerset Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$84K
Employer EIN041850150
Plan Effective Date1999-09-05
Filing StatusFILING RECEIVED

Sponsor Plan History (The Somerset Club)

Sponsor-wide plan assets over time

All The Somerset Club plans reported in each filing year

Latest sponsor-wide plan assets
$1M 14.908330935150804% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.14M $1.31M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 32 $1M
2023 1 37 $1M
2024 1 37 $1M

Nearby 401(k) Plans in Massachusetts

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

The Somerset Club 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Somerset Club 401(k) Plan, Total assets ($B): 0.00130967 · Participants: 37The Somerset Club 401(k) 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
The Somerset Club 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Somerset Club 401(k) Plan side-by-side with 3 peers →

The Somerset Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Christensen, Tyng & Hjelmstad, P.C. 401(k) Profit Sharing Plan and Trust in CO ($1M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 The Somerset Club 401(k) Plan assets move in 2024? ▼
The Somerset Club 401(k) Plan grew at a solid clip - up 6.8% during 2024, from $1M to $1M. Reported net income was $84K.
How have The Somerset Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Somerset Club's sponsor-wide assets grew 14.9%, from $1M to $1M.
Where does The Somerset Club 401(k) Plan rank by assets among Form 5500 filers? ▼
The Somerset Club 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to The Somerset Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Christensen, Tyng & Hjelmstad, P.C. 401(k) Profit Sharing Plan and Trust in CO ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to The Somerset Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 041850150.

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.