401(k) · DOL Form 5500 · 2022

Clear Brook Advisors Inc 401(k) Plan

Data updated 2026-08-25

$261K
Total assets Small plan by assets
6
Participants Small participant base
13th
Percentile by assets National rank
$43,565
Avg per participant Low balance/head
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Official DOL plan name: Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Clear Brook Advisors Inc · Massachusetts · Other Services

$261K in assets, 6 participants

Clear Brook Advisors Inc's Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust reported $261K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 13th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,305 in Other Services (8,398 peers)

Clear Brook Advisors Inc multi-year trail

Clear Brook Advisors Inc's plans moved +110.2% in assets from 2022 to 2024; this filing shows Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust at $261K / 6 participants.

#2,305
in Other Services (8,398 peers)
+25.1%
assets growth YoY

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$261,391 13th percentile higher than 13% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 943405225 · Clear Brook Advisors Inc PY 2022 · 401(k)

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust · $261K · 6 · 13th

  • PCT $261K
  • PCT 6
  • PCT 13th
  • PCT 401(k)
  • PCT near Meadows Home Services, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2305

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 Other Services retirement plans → · Plans in Massachusetts →

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & TrustClear Brook Advisors Inc 401…$261KMeadows Home Services, Inc. 401(k) Profit Sharing PlanMeadows Home Services, Inc. …$261KO'bryan Business Group Inc 401(k) PlanO'bryan Business Group Inc 4…$261KFreedman Thompson Witt Ceberio & Byrd, PLLC 401(k) Profit Sharing PlanFreedman Thompson Witt Ceber…$261KMonadnock Community Market Cooperative 401(k) PlanMonadnock Community Market C…$261K
End-of-year total assets ($M) among Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Clear Brook Advisors Inc multi-year asset trail

Sponsor-wide plan assets over time

All Clear Brook Advisors Inc plans reported in each filing year

Latest sponsor-wide plan assets
$549K 110.1893332211132% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.26M $0.55M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 6 $261K
2023 1 7 $414K
2024 1 7 $549K

Clear Brook Advisors Inc filing trail (2022)

Total Assets (Beginning of Year)$209K
Net Assets (End of Year)$261K
Net Income$52K
Employer EIN943405225
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000261391 · Participants: 6Clear Brook Advisors Inc 401(k) Profit Sharing Plan & TrustFidelity 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
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Meadows Home Services, Inc. 401(k) Profit Sharing Plan in IL ($261K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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

How did Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 25.1% during 2022, from $209K to $261K. Reported net income was $52K.
How have Clear Brook Advisors Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clear Brook Advisors Inc's sponsor-wide assets grew 110.2%, from $261K to $549K.
Where does Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Meadows Home Services, Inc. 401(k) Profit Sharing Plan in IL ($261K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 943405225.

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.