· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BARNES & JONES LLC — BARNES & JONES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522123901NAL0002646897001
BARNES & JONES LLC
Form 5500-SF
FILING_RECEIVED
BARNES & JONES LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
37
Accounts w/ balance
39
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BARNES & JONES LLC
.
Find decision makers
Plan sponsor
Name
BARNES & JONES LLC
EIN
83-1544699
Address
91 PACELLA PARK DR · RANDOLPH, MA · 023681755
Phone
(781) 963-8000
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
FC ZIEGLER CO INC
FC ZIEGLER CO INC 401(K) PROFIT SHARING PLAN & TRUST
$4.0M · 119 participants
METRO MOLD & DESIGN INC.
METRO MOLD & DESIGN INC 401(K) RETIREMENT PLAN
$4.0M · 101 participants
MARSH SHIPPING SUPPLY COMPANY, LLC
MARSH SHIPPING SUPPLY COMPANY, LLC EMPLOYEE SAVINGS PLAN
$4.0M · 28 participants
SMARTPLAY INTERNATIONAL, INC.
SMARTPLAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN
$4.0M · 34 participants
CAVCO INDUSTRIES, INC.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COMMODORE HOMES, LLC - COLONY I.A.M. LOCAL LODGE 1842 RETIREMENT PLAN AND TRUST
$4.0M · 134 participants
SA RECYCLING, LLC
PSC METALS, INC. PENSION PLAN FOR CANTON COLLECTIVE BARGAINING
$4.0M · 7 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
