Retirement plan

BAIN AND COMPANY, INC. 401K SAVINGS PLAN

Name: BAIN AND COMPANY, INC. - BAIN AND COMPANY, INC. 401K SAVINGS PLAN (2025) Form 5500
Creator: BAIN AND COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAIN AND COMPANY, INC. 401K SAVINGS PLAN, BAIN AND COMPANY, INC.

BAIN AND COMPANY, INC.EIN 04-2878322Plan #005PY 2025

350 BOYLSTON ST. - BOSTON, MA 02116617-572-2000

Prospect flagsHigh assets / participantCorrective distributions

Top hat statement on fileNQDC

Filed September 18, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$2981.4M

+22.1% from 2024

Total participants

11,030

+5.1% from 2024

Average account balance

$270,814

+16.3% from 2024

Annual return

18.76%

+2.39 pp from 2024

Benchmarks

See 30 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort30 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.98B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$271K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

11,009

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$193.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$60

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$361,303
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930	Recordkeeping	$296,042

Plan features & details

Pension benefit codes2A2E2F2G2J2R3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$661K

$111 / participant

Recordkeeping$296K44.8%
Investment mgmt$361K54.6%
Other / not subdivided$4K0.6%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$270,814

$147,538+83.6%

$150,045+80.5%

$117,739+130.0%

Participation rate

99.6%

72.5%+27.1pp

82.3%+17.3pp

76.6%+23.0pp

Annual return

18.76%

16.95%+1.8pp

62.55%-43.8pp

17.29%+1.5pp

Employer contribution / active EE

$13,904

$4,350+219.6%

$4,693+196.3%

$3,746+271.2%

Participant deferral / active EE

$18,484

$8,925+107.1%

$7,997+131.1%

$6,128+201.6%

Admin fee / account holder

$60

$125-52.0%

$13,435-99.6%

$112-46.3%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD ADVISERS INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$361,303

THE VANGUARD GROUP, INC.11+ years

Filed as: VANGUARD GROUP INC

Service code 15 · EIN 23-1945930

Recordkeeping

$296,042

BAIN AND COMPANY, INC. 401K SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAIN AND COMPANY, INC. 401K SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion