How big is Degnan & Bateman's plan?

Degnan & Bateman's plan reported $638K in assets and 2 participants for 2024.

Original filing (PDF)20250611074541NAL0025708864001

Degnan & Bateman

Name: Degnan & Bateman — Degnan & Bateman 401(k) Safe, Form 5500 (2024)
Creator: Degnan & Bateman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Degnan & Bateman 401(k) Safe Harbor Plan

401(k) retirement plan · Degnan & Bateman's Degnan & Bateman 401(k) Safe Harbor Plan held $638K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

People on this filing

James Bateman signed Degnan & Bateman's 2024 Form 5500 as plan administrator.

James Bateman — 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

Degnan & Bateman's EIN is 22-1954429.

EIN 22-1954429

Plan number 003

Plan year 2024

ACK ID 20250611074541NAL0025708864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Degnan & Bateman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Degnan & Bateman's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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