Back to filter
Original filing (PDF)20250630103907NAL0011716049001
AMPLEON USA
Form 5500-SF
FILING_RECEIVED
AMPLEON USA 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
18
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLEON USA.
Plan sponsor
Name
AMPLEON USA
EIN
61-1766053
Address
310 GEORGE WASHINGTON HIGHWAY · SUITE 500 · SMITHFIELD, RI · 02917
Phone
(617) 899-1799
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
NOVA DRILLING SERVICES, INC.
NOVA DRILLING SERVICES, INC. 401(K) PLAN
$2.6M · 12 participants
NEW ENVISION, LLC
NEW ENVISION, LLC 401(K) PROFIT SHARING PLAN
$2.6M · 9 participants
BOMAC, INC.
BOMAC, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 9 participants
BAY AREA CIRCUITS, INC
BAY AREA CIRCUITS, INC 401K PROFIT SHARING PLAN & TRUST
$2.6M · 30 participants
NATIONWIDE CIRCUITS, INC.
NATIONWIDE CIRCUITS, INC. 401(K) PLAN
$2.6M · 16 participants
QPC LASERS, INC.
QPC LASERS, INC. 401(K) PLAN
$2.6M · 21 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B