Civic Intelligence

R. Bates & Son Inc.

Plan context: R. BATES & SONS, INC. 401(K) PLAN

EIN 04-2282645 • Sterling, MA • 37 filings • 7 plans

140 Pratts Junction Road, Suite 101Sterling, MA 01564
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$981,756

2024 Contributions

$127,636

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,237,574$1,618,787$0199920152024YearValue
$981,756Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

89450199920122024YearValue
11Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024111$981,756$127,636$11,603iApproximate average salary by contribution assumption: employee only about $290,082 at 4% or $193,388 at 6%; with 50% employer match about $193,388 at 4% or $128,925 at 6%; with 100% employer match about $145,041 at 4% or $96,694 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-11$981,756$127,636$11,603iApproximate average salary by contribution assumption: employee only about $290,082 at 4% or $193,388 at 6%; with 50% employer match about $193,388 at 4% or $128,925 at 6%; with 100% employer match about $145,041 at 4% or $96,694 at 6%.
2023111$802,096$118,148$10,741iApproximate average salary by contribution assumption: employee only about $268,518 at 4% or $179,012 at 6%; with 50% employer match about $179,012 at 4% or $119,341 at 6%; with 100% employer match about $134,259 at 4% or $89,506 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-11$802,096$118,148$10,741iApproximate average salary by contribution assumption: employee only about $268,518 at 4% or $179,012 at 6%; with 50% employer match about $179,012 at 4% or $119,341 at 6%; with 100% employer match about $134,259 at 4% or $89,506 at 6%.
2022112$648,564$99,207$8,267iApproximate average salary by contribution assumption: employee only about $206,681 at 4% or $137,788 at 6%; with 50% employer match about $137,788 at 4% or $91,858 at 6%; with 100% employer match about $103,341 at 4% or $68,894 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-12$648,564$99,207$8,267iApproximate average salary by contribution assumption: employee only about $206,681 at 4% or $137,788 at 6%; with 50% employer match about $137,788 at 4% or $91,858 at 6%; with 100% employer match about $103,341 at 4% or $68,894 at 6%.
202118$1,314,474$104,595$13,074iApproximate average salary by contribution assumption: employee only about $326,859 at 4% or $217,906 at 6%; with 50% employer match about $217,906 at 4% or $145,271 at 6%; with 100% employer match about $163,430 at 4% or $108,953 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-8$1,314,474$104,595$13,074iApproximate average salary by contribution assumption: employee only about $326,859 at 4% or $217,906 at 6%; with 50% employer match about $217,906 at 4% or $145,271 at 6%; with 100% employer match about $163,430 at 4% or $108,953 at 6%.
202019$1,685,200$113,314$12,590iApproximate average salary by contribution assumption: employee only about $314,761 at 4% or $209,841 at 6%; with 50% employer match about $209,841 at 4% or $139,894 at 6%; with 100% employer match about $157,381 at 4% or $104,920 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-9$1,685,200$113,314$12,590iApproximate average salary by contribution assumption: employee only about $314,761 at 4% or $209,841 at 6%; with 50% employer match about $209,841 at 4% or $139,894 at 6%; with 100% employer match about $157,381 at 4% or $104,920 at 6%.
201918$1,305,440$65,753$8,219iApproximate average salary by contribution assumption: employee only about $205,478 at 4% or $136,985 at 6%; with 50% employer match about $136,985 at 4% or $91,324 at 6%; with 100% employer match about $102,739 at 4% or $68,493 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-8$1,305,440$65,753$8,219iApproximate average salary by contribution assumption: employee only about $205,478 at 4% or $136,985 at 6%; with 50% employer match about $136,985 at 4% or $91,324 at 6%; with 100% employer match about $102,739 at 4% or $68,493 at 6%.
201818$1,208,139$60,745$7,593iApproximate average salary by contribution assumption: employee only about $189,828 at 4% or $126,552 at 6%; with 50% employer match about $126,552 at 4% or $84,368 at 6%; with 100% employer match about $94,914 at 4% or $63,276 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-8$1,208,139$60,745$7,593iApproximate average salary by contribution assumption: employee only about $189,828 at 4% or $126,552 at 6%; with 50% employer match about $126,552 at 4% or $84,368 at 6%; with 100% employer match about $94,914 at 4% or $63,276 at 6%.
201718$1,121,326$61,003$7,625iApproximate average salary by contribution assumption: employee only about $190,634 at 4% or $127,090 at 6%; with 50% employer match about $127,090 at 4% or $84,726 at 6%; with 100% employer match about $95,317 at 4% or $63,545 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-8$1,121,326$61,003$7,625iApproximate average salary by contribution assumption: employee only about $190,634 at 4% or $127,090 at 6%; with 50% employer match about $127,090 at 4% or $84,726 at 6%; with 100% employer match about $95,317 at 4% or $63,545 at 6%.
201619$1,054,713$55,479$6,164iApproximate average salary by contribution assumption: employee only about $154,108 at 4% or $102,739 at 6%; with 50% employer match about $102,739 at 4% or $68,493 at 6%; with 100% employer match about $77,054 at 4% or $51,369 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-9$1,054,713$55,479$6,164iApproximate average salary by contribution assumption: employee only about $154,108 at 4% or $102,739 at 6%; with 50% employer match about $102,739 at 4% or $68,493 at 6%; with 100% employer match about $77,054 at 4% or $51,369 at 6%.
201518$861,831$43,568$5,446iApproximate average salary by contribution assumption: employee only about $136,150 at 4% or $90,767 at 6%; with 50% employer match about $90,767 at 4% or $60,511 at 6%; with 100% employer match about $68,075 at 4% or $45,383 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-8$861,831$43,568$5,446iApproximate average salary by contribution assumption: employee only about $136,150 at 4% or $90,767 at 6%; with 50% employer match about $90,767 at 4% or $60,511 at 6%; with 100% employer match about $68,075 at 4% or $45,383 at 6%.
201418$836,768$40,976$5,122iApproximate average salary by contribution assumption: employee only about $128,050 at 4% or $85,367 at 6%; with 50% employer match about $85,367 at 4% or $56,911 at 6%; with 100% employer match about $64,025 at 4% or $42,683 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-8$836,768$40,976$5,122iApproximate average salary by contribution assumption: employee only about $128,050 at 4% or $85,367 at 6%; with 50% employer match about $85,367 at 4% or $56,911 at 6%; with 100% employer match about $64,025 at 4% or $42,683 at 6%.
201318$796,427$38,796$4,850iApproximate average salary by contribution assumption: employee only about $121,238 at 4% or $80,825 at 6%; with 50% employer match about $80,825 at 4% or $53,883 at 6%; with 100% employer match about $60,619 at 4% or $40,413 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-8$796,427$38,796$4,850iApproximate average salary by contribution assumption: employee only about $121,238 at 4% or $80,825 at 6%; with 50% employer match about $80,825 at 4% or $53,883 at 6%; with 100% employer match about $60,619 at 4% or $40,413 at 6%.
2012110$673,147$41,188$4,119iApproximate average salary by contribution assumption: employee only about $102,970 at 4% or $68,647 at 6%; with 50% employer match about $68,647 at 4% or $45,764 at 6%; with 100% employer match about $51,485 at 4% or $34,323 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-10$673,147$41,188$4,119iApproximate average salary by contribution assumption: employee only about $102,970 at 4% or $68,647 at 6%; with 50% employer match about $68,647 at 4% or $45,764 at 6%; with 100% employer match about $51,485 at 4% or $34,323 at 6%.
201129$561,500$384,448$42,716iApproximate average salary by contribution assumption: employee only about $1,067,911 at 4% or $711,941 at 6%; with 50% employer match about $711,941 at 4% or $474,627 at 6%; with 100% employer match about $533,956 at 4% or $355,970 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-9$561,500$384,448$42,716iApproximate average salary by contribution assumption: employee only about $1,067,911 at 4% or $711,941 at 6%; with 50% employer match about $711,941 at 4% or $474,627 at 6%; with 100% employer match about $533,956 at 4% or $355,970 at 6%.
R. Bates & Son Inc. Money Purchase Pension Plan-0$0$0-
2010237$1,557,003$15,331$414iApproximate average salary by contribution assumption: employee only about $10,359 at 4% or $6,906 at 6%; with 50% employer match about $6,906 at 4% or $4,604 at 6%; with 100% employer match about $5,179 at 4% or $3,453 at 6%.
R. Bates & Son Inc. Money Purchase Pension Plan-37$1,069,189$0-
R. BATES & SONS, INC. 401(K) PLAN-12$487,814$15,331$1,278iApproximate average salary by contribution assumption: employee only about $31,940 at 4% or $21,293 at 6%; with 50% employer match about $21,293 at 4% or $14,195 at 6%; with 100% employer match about $15,970 at 4% or $10,647 at 6%.
2009250$2,481,421$399,677$7,994iApproximate average salary by contribution assumption: employee only about $199,839 at 4% or $133,226 at 6%; with 50% employer match about $133,226 at 4% or $88,817 at 6%; with 100% employer match about $99,919 at 4% or $66,613 at 6%.
R. Bates & Son Inc. Money Purchase Pension Plan-50$1,758,805$358,976$7,180iApproximate average salary by contribution assumption: employee only about $179,488 at 4% or $119,659 at 6%; with 50% employer match about $119,659 at 4% or $79,772 at 6%; with 100% employer match about $89,744 at 4% or $59,829 at 6%.
R. BATES & SONS, INC. 401(K) PLAN-12$722,616$40,701$3,392iApproximate average salary by contribution assumption: employee only about $84,794 at 4% or $56,529 at 6%; with 50% employer match about $56,529 at 4% or $37,686 at 6%; with 100% employer match about $42,397 at 4% or $28,265 at 6%.
2008253$0$0-
R. Bates & Son Inc. Money Purchase Pension Plan-53---
R. BATES & SONS, INC. 401K PLAN-53---
2007237$0$0-
R. BATES & SONS, INC. 401K PLAN-37---
R. Bates & Son Inc. Money Purchase Pension Plan-34---
2006244$3,237,574$244,889$5,566iApproximate average salary by contribution assumption: employee only about $139,141 at 4% or $92,761 at 6%; with 50% employer match about $92,761 at 4% or $61,841 at 6%; with 100% employer match about $69,571 at 4% or $46,380 at 6%.
R. Bates & Son Inc. Money Purchase Pension Plan-44$2,153,942$184,328$4,189iApproximate average salary by contribution assumption: employee only about $104,732 at 4% or $69,821 at 6%; with 50% employer match about $69,821 at 4% or $46,547 at 6%; with 100% employer match about $52,366 at 4% or $34,911 at 6%.
R. BATES & SONS, INC. 401K PLAN-12$1,083,632$60,561$5,047iApproximate average salary by contribution assumption: employee only about $126,169 at 4% or $84,113 at 6%; with 50% employer match about $84,113 at 4% or $56,075 at 6%; with 100% employer match about $63,084 at 4% or $42,056 at 6%.
2005234$2,708,747$293,610$8,636iApproximate average salary by contribution assumption: employee only about $215,890 at 4% or $143,926 at 6%; with 50% employer match about $143,926 at 4% or $95,951 at 6%; with 100% employer match about $107,945 at 4% or $71,963 at 6%.
R. Bates & Son Inc. Money Purchase Pension Plan-34$1,828,916$188,945$5,557iApproximate average salary by contribution assumption: employee only about $138,930 at 4% or $92,620 at 6%; with 50% employer match about $92,620 at 4% or $61,747 at 6%; with 100% employer match about $69,465 at 4% or $46,310 at 6%.
R. BATES & SONS, INC. 401K PLAN-12$879,831$104,665$8,722iApproximate average salary by contribution assumption: employee only about $218,052 at 4% or $145,368 at 6%; with 50% employer match about $145,368 at 4% or $96,912 at 6%; with 100% employer match about $109,026 at 4% or $72,684 at 6%.
2004235$2,490,313$95,011$2,715iApproximate average salary by contribution assumption: employee only about $67,865 at 4% or $45,243 at 6%; with 50% employer match about $45,243 at 4% or $30,162 at 6%; with 100% employer match about $33,933 at 4% or $22,622 at 6%.
R. Bates & Son Inc. Money Purchase Pension Plan-35$1,734,397$27,407$783iApproximate average salary by contribution assumption: employee only about $19,576 at 4% or $13,051 at 6%; with 50% employer match about $13,051 at 4% or $8,701 at 6%; with 100% employer match about $9,788 at 4% or $6,525 at 6%.
R. BATES & SONS, INC. 401K PLAN-12$755,916$67,604$5,634iApproximate average salary by contribution assumption: employee only about $140,842 at 4% or $93,894 at 6%; with 50% employer match about $93,894 at 4% or $62,596 at 6%; with 100% employer match about $70,421 at 4% or $46,947 at 6%.
2003355$0$0-
R. BATES & SONS, INC. 401K PLAN-12---
R. Bates & Son Inc. Money Purchase Pension Plan-55---
R. Bates & Son Inc. Money Purchase Pension Plan-55---
2002247$0$0-
R. BATES & SONS, INC. 401K PLAN-14---
R. Bates & Son Inc. Money Purchase Pension Plan-47---
2001241$0$0-
R. BATES & SONS, INC. 401K PLAN-14---
R. Bates & Son Inc. Money Purchase Pension Plan-41---
1999189$2,263,144$433,712$4,873iApproximate average salary by contribution assumption: employee only about $121,829 at 4% or $81,219 at 6%; with 50% employer match about $81,219 at 4% or $54,146 at 6%; with 100% employer match about $60,915 at 4% or $40,610 at 6%.
R. Bates & Son Inc. Money Purchase Pension Plan-89$2,263,144$433,712$4,873iApproximate average salary by contribution assumption: employee only about $121,829 at 4% or $81,219 at 6%; with 50% employer match about $81,219 at 4% or $54,146 at 6%; with 100% employer match about $60,915 at 4% or $40,610 at 6%.