401(k) · DOL Form 5500 · 2022

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
76
Participants Small participant base
88th
Percentile by assets National rank
$630,504
Avg per participant High balance/head
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Official DOL plan name: Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan · Sponsored by Hamilton, Brook, Smith & Reynolds, P.C. · Massachusetts · Professional & Technical Services

$48M in assets, 76 participants

Hamilton, Brook, Smith & Reynolds, P.C.'s Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan reported $48M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,109 in Professional & Technical Services (21,562 peers)

Where Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan sits by assets

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $48M for 76 participants (~$630,504/participant), down 20.8% in 2022.

#19,109
in Professional & Technical Services (21,562 peers)
-20.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,918,269 Top 12% higher than 88% 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

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan is a small filing (76 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 043052260 · Hamilton, Brook, Smith & Reynolds, P.C. PY 2022 · 401(k)

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan · $48M · 76 · 88th

  • PHOTO $48M
  • PHOTO 76
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Mphasis Corporation 401(k) Plan
  • PHOTO ind #19109

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 →

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing PlanHamilton, Brook, Smith & Rey…$48MMphasis Corporation 401(k) PlanMphasis Corporation 401(k) P…$48MGitlab Inc. 401(k) Plan$48MTruliant Federal Credit Union 401(k) Plan and TrustTruliant Federal Credit Unio…$48MRaleigh Radiology Associates, Inc. Profit Sharing PlanRaleigh Radiology Associates…$48M
End-of-year total assets ($M) among Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$48M
Net Income-$13M
Employer EIN043052260
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton, Brook, Smith & Reynolds, P.C.)

Sponsor-wide plan assets over time

All Hamilton, Brook, Smith & Reynolds, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 25.82707860336107% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.9M $60.3M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 76 $48M
2023 1 75 $55M
2024 1 72 $60M

Nearby 401(k) Plans in Massachusetts

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

Hamilton, Brook, Smith & Reynolds, P.C. 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 ($B) Participants Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.047918269 · Participants: 76Hamilton, Brook, Smith & Reynolds, P.C. 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
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hamilton, Brook, Smith & Reynolds, P.C. 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 Mphasis Corporation 401(k) Plan in FL ($48M); by covered participants it is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan declined sharply - down 20.8% during 2022, from $61M to $48M. Reported net income was -$13M.
How have Hamilton, Brook, Smith & Reynolds, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton, Brook, Smith & Reynolds, P.C.'s sponsor-wide assets grew 25.8%, from $48M to $60M.
Where does Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan ranks in the 88th 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 Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mphasis Corporation 401(k) Plan in FL ($48M, 4,361 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants, $590K 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 043052260.

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.