Other · DOL Form 5500 · 2024
The Bottom Line Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $43,372
- Avg per participant Low balance/head
Official DOL plan name: Bottom Line 403(b) Plan · Sponsored by The Bottom Line Inc. · Massachusetts · Educational Services
$7M in assets, 152 participants
The Bottom Line Inc.'s Bottom Line 403(b) Plan reported $7M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #1,132 in Educational Services (3,638 peers)
Coverage in Massachusetts
Bottom Line 403(b) Plan covers 152 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- #1,132
- in Educational Services (3,638 peers)
- +29.1%
- assets growth YoY
Bottom Line 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Bottom Line 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,592,519 47th percentile higher than 47% 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
Bottom Line 403(b) 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. Bottom Line 403(b) Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bottom Line 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Bottom Line 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Bottom Line 403(b) Plan reported participants rose from 141 in the plan year 2023 filing to 152 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043351427 · The Bottom Line Inc. PY 2024 · Other
Bottom Line 403(b) Plan · $7M · 152 · 47th
- TYPE $7M
- TYPE 152
- TYPE 47th
- TYPE Other
- TYPE near Family Development Services Inc. 403b Retirement Plan
- TYPE ind #1132
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 Educational Services retirement plans → · Plans in Massachusetts →
Bottom Line 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 043351427 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bottom Line Inc.)
Sponsor-wide plan assets over time
All The Bottom Line Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 78.26122461119967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $4M |
| 2023 | 1 | 141 | $5M |
| 2024 | 1 | 152 | $7M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Bottom Line 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Family Development Services Inc. 403b Retirement Plan in IN ($7M); by covered participants it is Santa Fe Christian Schools 403(b) Plan in CA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Santa Fe Christian Schools 403(b) Plan (CA) 152 · 0 off
- Northpointe Christian School 403(b) Plan (MI) 152 · 0 off
- Planetary Science Institute 403(b) DC and Tda Plan (AZ) 152 · 0 off
- Children International 403(b) Plan (MO) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.