How big is Lowell Plan, Inc.'s plan?

Lowell Plan, Inc.'s plan reported $360K in assets and 1 participants for 2024.

Original filing (PDF)20251015052337NAL0001913315001

Lowell Plan, Inc.

Name: Lowell Plan, Inc. — Lowell Plan, Inc. Retirement, Form 5500 (2024)
Creator: Lowell Plan, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lowell Plan, Inc. Retirement Plan

Defined-contribution retirement plan · Lowell Plan, Inc.'s Lowell Plan, Inc. Retirement Plan held $360K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$338K

Plan identifiers

Lowell Plan, Inc.'s EIN is 04-2693109.

EIN 04-2693109

Plan number 001

Plan year 2024

ACK ID 20251015052337NAL0001913315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lowell Plan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lowell Plan, Inc.'s plan includes money-purchase contributions, profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LOWELL PLAN, INC.

EIN

all filings

Address

660 SUFFOLK STREET · SUITE 120 · LOWELL, MA · 01854

Phone

(978) 459-9899

Industry

Other Services (ex. Public Admin)

Plan administrator