401(k) · DOL Form 5500 · 2022

Northeast Retirement Services LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
83
Participants Small participant base
75th
Percentile by assets National rank
$207,353
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC · Sponsored by Northeast Retirement Services LLC · Massachusetts · Finance & Insurance

$17M in assets, 83 participants

Northeast Retirement Services LLC's Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC reported $17M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,607 in Finance & Insurance (9,261 peers)

Where Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC sits by assets

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC sits in the top quartile of all filed plans by assets, $17M for 83 participants (~$207,353/participant), down 29.6% in 2022.

#5,607
in Finance & Insurance (9,261 peers)
-29.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC's outsized position by total assets

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC vs every filed plan by assets

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

$17,210,283 Top 25% higher than 75% 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

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 815140646 · Northeast Retirement Services LLC PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC · $17M · 83 · 75th

  • IND $17M
  • EOY 83
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan
  • EIN ind #5607

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 →

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLCSbera 401(k) Plan as Adopted…$17MDelta Engineers, Architects & Land Surveyors, Dpc Retirement Savings PlanDelta Engineers, Architects …$17MShepherd Pooled Employer Plan$17MCadillac Products Packaging Company 401(k) Plan and TrustCadillac Products Packaging …$17MSolaray LLC 401(k) Profit Sharing PlanSolaray LLC 401(k) Profit Sh…$17M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$17M
Net Income-$7M
Employer EIN815140646
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast Retirement Services LLC)

Sponsor-wide plan assets over time

All Northeast Retirement Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 49.3775378359554% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.2M $25.7M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 83 $17M
2023 1 82 $21M
2024 1 89 $26M

Nearby 401(k) Plans in Massachusetts

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

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC, Total assets ($B): 0.017210283 · Participants: 83Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLCFidelity 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
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan in NY ($17M); by covered participants it is Focus Alaska 401(k) in AK (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC declined sharply - down 29.6% during 2022, from $24M to $17M. Reported net income was -$7M.
How have Northeast Retirement Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northeast Retirement Services LLC's sponsor-wide assets grew 49.4%, from $17M to $26M.
Where does Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC rank by assets among Form 5500 filers? ▼
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC? ▼
Among 401(k) plans in other states, the closest by assets is Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan in NY ($17M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Focus Alaska 401(k) in AK (83 participants, N/A 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 815140646.

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.