How big is Massachusetts Business Roundtabl's plan?

Massachusetts Business Roundtabl's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250709150359NAL0005827505001

Massachusetts Business Roundtabl

Name: Massachusetts Business Roundtabl — Massachusetts, Form 5500 (2024)
Creator: Massachusetts Business Roundtabl
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Massachusetts Business Roundtable 401(k) PS Plan

401(k) retirement plan · Massachusetts Business Roundtabl's Massachusetts Business Roundtable 401(k) PS Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

JD Chesloff signed Massachusetts Business Roundtabl's 2024 Form 5500 as plan administrator.

JD Chesloff — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Massachusetts Business Roundtabl's EIN is 04-2695705.

EIN 04-2695705

Plan number 002

Plan year 2024

ACK ID 20250709150359NAL0005827505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Massachusetts Business Roundtabl from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Massachusetts Business Roundtabl's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASSACHUSETTS BUSINESS ROUNDTABL.

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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