401(k) · DOL Form 5500 · 2022

Bromfield Sneider Wealth Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
51st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan · Sponsored by Bromfield Sneider Wealth Advisors, Inc. · Massachusetts · Finance & Insurance

$5M in assets, 3 participants

Bromfield Sneider Wealth Advisors, Inc.'s Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,271 in Finance & Insurance (9,261 peers)

2022 asset change

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan pulled back noticeably 11.3% in 2022 ($6M → $5M) for 3 participants.

#3,271
in Finance & Insurance (9,261 peers)
-11.3%
assets change YoY

The plan reported a net loss of $636K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,015,144 Top 49% higher than 51% 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

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 043584306 · Bromfield Sneider Wealth Advisors, Inc. PY 2022 · 401(k)

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan · $5M · 3 · 51st

  • VS-ST $5M
  • BOY 3
  • SCH 51st
  • EBSA 401(k)
  • PART near Homer's Tree-Mendous 401(k) Plan and Trust
  • TYPE ind #3271

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 →

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing PlanBromfield Sneider Wealth Adv…$5MHomer's Tree-Mendous 401(k) Plan and TrustHomer's Tree-Mendous 401(k) …$5MStar Retirement Plan$5MDartpoints 401(k) Retirement PlanDartpoints 401(k) Retirement…$5MFratelli Beretta USA, Inc. 401(k) PlanFratelli Beretta USA, Inc. 4…$5M
End-of-year total assets ($M) among Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bromfield Sneider Wealth Advisors, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Bromfield Sneider Wealth Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.02M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 4 $6M
2024 1 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$636K
Employer EIN043584306
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005015144 · Participants: 3Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing PlanFidelity 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
Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Homer's Tree-Mendous 401(k) Plan and Trust in IL ($5M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.3% during 2022, from $6M to $5M. Reported net income was -$636K.
Which 401(k) plans are similar in size to Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homer's Tree-Mendous 401(k) Plan and Trust in IL ($5M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 043584306.

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.