401(k) · DOL Form 5500 · 2022

Winthrop Advisory Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
36th
Percentile by assets National rank
$141,256
Avg per participant Near avg balance/head
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Official DOL plan name: Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust · Sponsored by Winthrop Advisory Group · Massachusetts · Professional & Technical Services

$2M in assets, 16 participants

Winthrop Advisory Group's Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,984 in Professional & Technical Services (21,562 peers)

Winthrop Advisory Group multi-year trail

Winthrop Advisory Group's plans moved +84.0% in assets from 2022 to 2024; this filing shows Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust at $2M / 16 participants.

#6,984
in Professional & Technical Services (21,562 peers)
+0.3%
assets growth YoY

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,260,102 36th percentile higher than 36% 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

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 820994658 · Winthrop Advisory Group PY 2022 · 401(k)

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust · $2M · 16 · 36th

  • EIN $2M
  • RANK 16
  • PHOTO 36th
  • IND 401(k)
  • EOY near Three Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & Trust
  • 5500 ind #6984

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Winthrop Advisory Group 401(k) Profit Sharing Plan & TrustWinthrop Advisory Group 401(…$2MThree Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & TrustThree Rivers Farm Supply, In…$2MAd Victoriam Solutions, LLC 401(k) Profit Sharing PlanAd Victoriam Solutions, LLC …$2MKnife River Care Center 401(k) Profit Sharing PlanKnife River Care Center 401(…$2MWolf Popper, LLP 401(k) Plan$2M
End-of-year total assets ($M) among Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Winthrop Advisory Group multi-year asset trail

Sponsor-wide plan assets over time

All Winthrop Advisory Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 84.02049995973633% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.26M $4.16M ▲ +84.1%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 18 $3M
2024 1 19 $4M

Winthrop Advisory Group filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$7K
Employer EIN820994658
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Winthrop Advisory Group 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 ($B) Participants Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002260102 · Participants: 16Winthrop Advisory Group 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
Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Winthrop Advisory Group 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 Three Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & Trust in LA ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust held essentially flat - up 0.3% during 2022, from $2M to $2M. Reported net income was $7K.
How have Winthrop Advisory Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winthrop Advisory Group's sponsor-wide assets grew 84.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Three Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & Trust in LA ($2M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 820994658.

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.