PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE L.S. STARRETT COMPANY
Sponsor portfolioTH

THE L.S. STARRETT COMPANY

EIN 04-1866480-Manufacturing-Latest filing 2025
Plans
5
Retirement
4
$115.5M assets
Welfare
1
$8.0M premiums
Participants
2,603
121 CRESCENT STREET - ATHOL, MA 013311915978-249-3551
Plans on this EIN
5 filings
#001TraditionalDB-$85.4M - 1,285 part#003401k-$29.0M - 749 part#002ESOP-$1.0M - 0 part#004ESOP-$142K - 0 part#507Fully Insured-$8.0M - 766 lives

Retirement portfolio analytics

4 plans aggregated / $115.5M assets / 2,034 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • L.S. STARRETT COMPANY (#001)74%
  • COMPANY 401(K) Savings (#003)25%
  • EMPLOYEE STOCK OWNERSHIP (#002)1%
  • PLAN AND TRUST (#004)0%
Total $115.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • BENEFIT PLANS ADMIN SERVICES, INC.99%
  • (Not disclosed)1%
Total $115.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • L.S. STARRETT COMPANY (#001)1,285
  • COMPANY 401(K) Savings (#003)749
Total 2,034Click row to drill in

Benefits portfolio analytics

1 plan / $8.0M premiums / 766 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.5M
  • Dental$258K
  • Life$258K
  • Long-term disability$258K
  • Other$258K
  • Vision$33K
Total $8.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MASS GENERAL BRIGHAM HEALTH PLAN91%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • FALLON HEALTH2%
  • EYEMED VISION CARE0%
Total $8.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • RSC INSURANCE BROKERAGE INC98%
  • NFP INSURANCE SERVICES INC2%
  • IMG0%
Total $208K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE RETIREMENT PLAN FOR EMPLOYEES OF THE L.S. STARRETT COMPANY

TraditionalDB

Assets$85.4M
Participants1,285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN

401k

Assets$29.0M
Participants749
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE L.S. STARRETT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.0M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE L.S. STARRETT COMPANY 2013 EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$142K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

THE L.S. STARRETT COMPANY HEALTH & WELFARE PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$8.0M
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001THE RETIREMENT PLAN FOR EMPLOYEES OF THE L.S. STARRETT COMPANYTraditionalDB$85.4M1,2852025
003THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN401k$29.0M7492024
002THE L.S. STARRETT COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$1.0M02025
004THE L.S. STARRETT COMPANY 2013 EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$142K02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507THE L.S. STARRETT COMPANY HEALTH & WELFARE PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$8.0M7662025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica