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  2. The L.S. Starrett Company
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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The L.S. Starrett Company

EIN 04-1866480-Manufacturing-Latest filing 2025
Plans
5
Retirement
4
$119.2M assets
Health & Benefits
1
$8.0M premiums
Participants
3,012
121 CRESCENT STREET - ATHOL, MA 01331978-249-3551
Plans on this EIN
5 filings
#001Traditional DB-$85.4M - 1,285 part#003401(k)-$29.4M - 621 part#002ESOP-$3.9M - 265 part#004ESOP-$528K - 272 part#507Fully insured-$8.0M - 766 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

4 plans aggregated / $119.2M assets / 2,443 participants

Assets by plan

Share of aggregate retirement assets

  • L.S. STARRETT COMPANY (#001)$85.4M
  • COMPANY 401(K) Savings (#003)$29.4M
  • EMPLOYEE STOCK OWNERSHIP (#002)$3.9M
  • PLAN AND TRUST (#004)$528K
Total $119.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • BENEFIT PLANS ADMIN SERVICES, INC.$85.4M
  • BENEFIT PLANS ADMINISTRATIVE SERVIC$29.4M
  • (Not disclosed)$4.5M
Total $119.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • L.S. STARRETT COMPANY (#001)1,285
  • COMPANY 401(K) Savings (#003)621
  • PLAN AND TRUST (#004)272
  • EMPLOYEE STOCK OWNERSHIP (#002)265
Total 2,443Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

Traditional DB

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

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

401(k)

Assets$29.4M
Participants621
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE L.S. STARRETT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.9M
Participants265
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

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

ESOP

Assets$528K
Participants272
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

THE L.S. STARRETT COMPANY HEALTH & WELFARE PLAN

Fully insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$8.0M
Covered lives766
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE RETIREMENT PLAN FOR EMPLOYEES OF THE L.S. STARRETT COMPANYTraditional DB$85.4M1,2852025
#003THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN401(k)$29.4M6212025
#002THE L.S. STARRETT COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$3.9M2652024
#004THE L.S. STARRETT COMPANY 2013 EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$528K2722024
  • THE RETIREMENT PLAN FOR EMPLOYEES OF THE L.S. STARRETT COMPANY$85.4M
    #001 · Traditional DB · 20251,285
  • THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN$29.4M
    #003 · 401(k) · 2025621
  • THE L.S. STARRETT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN$3.9M
    #002 · ESOP · 2024265
  • THE L.S. STARRETT COMPANY 2013 EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$528K
    #004 · ESOP · 2024272

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507THE L.S. STARRETT COMPANY HEALTH & WELFARE PLANFully insuredMASS GENERAL BRIGHAM HEALTH PLAN$8.0M7662025
  • THE L.S. STARRETT COMPANY HEALTH & WELFARE PLAN$8.0M
    #507 · Fully insured · MASS GENERAL BRIGHAM HEALTH PLAN · 2025766
Retirement plans
Health & Benefits plans

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