401(k) · DOL Form 5500 · 2022

Boston Private Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

N/A
Total assets —
756
Participants Near avg headcount
PlainRetire home → About this data

Official DOL plan name: Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Boston Private Wealth Management, LLC · Massachusetts · Finance & Insurance

N/A in assets, 756 participants

Boston Private Wealth Management, LLC's Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan reported N/A in total assets and 756 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2022 filing shows

Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan holds N/A for 756 participants.

-$34M
reported net income

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (756 participants).

Published 5500 schedule card

Filing strip 042976299 · Boston Private Wealth Management, LLC PY 2022 · 401(k)

Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan · N/A · 756

  • EOY N/A
  • 5500 756
  • ASSETS PY 2022
  • PCT 401(k)
  • EIN near Great River Energy 401(k) Retirement Plan
  • RANK -$34M

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Massachusetts →

Filing particulars (2022)

Total Assets (Beginning of Year)$169M
Net Assets (End of Year)N/A
Net Income-$34M
Employer EIN042976299
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 5 data points. 100002000030000400005000060000 0510152025 Total assets ($B) Participants Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount

Outside Massachusetts, the nearest 401(k) by covered participants is Great River Energy 401(k) Retirement Plan in MN (756 participants; this filing: 756 participants).

Similar participant headcount

Nearest other-state filings by covered participants (756 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans cover a similar participant headcount to Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Great River Energy 401(k) Retirement Plan in MN (756 participants, $374M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042976299.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.