401(k) · DOL Form 5500 · 2024
Marylou's News, Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $32,169
- Avg per participant Low balance/head
Official DOL plan name: Marylou's Coffee Profit Sharing Plan · Sponsored by Marylou's News, Inc · Massachusetts · Food Services & Accommodation
$5M in assets, 143 participants
Marylou's News, Inc's Marylou's Coffee Profit Sharing Plan reported $5M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,760 in Food Services & Accommodation (3,672 peers)
Coverage in Massachusetts
Marylou's Coffee Profit Sharing Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #2,760
- in Food Services & Accommodation (3,672 peers)
- +6.1%
- assets growth YoY
Marylou's Coffee Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Marylou's Coffee Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,600,162 40th percentile higher than 40% 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
Marylou's Coffee 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. Marylou's Coffee Profit Sharing Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marylou's Coffee Profit Sharing Plan reported net income fell from $922K in the plan year 2023 filing to $266K in the plan year 2024 filing.
- Marylou's Coffee Profit Sharing Plan reported participants fell from 172 in the plan year 2023 filing to 143 in the plan year 2024 filing.
- Marylou's Coffee Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042977778 · Marylou's News, Inc PY 2024 · 401(k)
Marylou's Coffee Profit Sharing Plan · $5M · 143 · 40th
- EBSA $5M
- EBSA 143
- EBSA 40th
- EBSA 401(k)
- EBSA near Truluck's Restaurant Group 401(k) Plan
- EBSA ind #2760
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 Food Services & Accommodation retirement plans → · Plans in Massachusetts →
Marylou's Coffee Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $266K |
| Employer EIN | 042977778 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marylou's News, Inc)
Sponsor-wide plan assets over time
All Marylou's News, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 34.81865038974406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $3M |
| 2023 | 1 | 172 | $4M |
| 2024 | 1 | 143 | $5M |
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
Marylou's Coffee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Truluck's Restaurant Group 401(k) Plan in TX ($5M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
- Flywheel Digital LLC 401(k) Plan () 143 · 0 off
- Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
- Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.