401(k) · DOL Form 5500 · 2022

Bradley Foster & Sargent, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
43
Participants Small participant base
79th
Percentile by assets National rank
$524,080
Avg per participant High balance/head
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Official DOL plan name: Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan · Sponsored by Bradley Foster & Sargent, Inc. · Connecticut · Finance & Insurance

$23M in assets, 43 participants

Bradley Foster & Sargent, Inc.'s Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,138 in Finance & Insurance (9,261 peers)

Where Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan sits by assets

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 43 participants (~$524,080/participant), down 28.3% in 2022.

#6,138
in Finance & Insurance (9,261 peers)
-28.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,535,449 Top 21% higher than 79% 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

Bradley Foster & Sargent, Inc. 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. Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 061380515 · Bradley Foster & Sargent, Inc. PY 2022 · 401(k)

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan · $23M · 43 · 79th

  • VS-ST $23M
  • BOY 43
  • SCH 79th
  • EBSA 401(k)
  • PART near The Earle Companies 401(k) Profit Sharing Plan
  • TYPE ind #6138

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 Connecticut →

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing PlanBradley Foster & Sargent, In…$23MThe Earle Companies 401(k) Profit Sharing PlanThe Earle Companies 401(k) P…$23MThe Michael J. Fox Foundation for Parkinson's Research 401(k) PlanThe Michael J. Fox Foundatio…$23MCarey International Inc 401(k) Retirement PlanCarey International Inc 401(…$23MManchester Tank & Equipment Co. 401(k) PlanManchester Tank & Equipment …$23M
End-of-year total assets ($M) among Bradley Foster & Sargent, Inc. 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)$31M
Net Assets (End of Year)$23M
Net Income-$9M
Employer EIN061380515
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley Foster & Sargent, Inc.)

Sponsor-wide plan assets over time

All Bradley Foster & Sargent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 8.026833634421928% vs 2022
2024 filing year
$22M$23M$24M$25M 202220232024 $22.5M $24.3M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 43 $23M
2023 1 48 $23M
2024 1 51 $24M

Nearby 401(k) Plans in Connecticut

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

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022535449 · Participants: 43Bradley Foster & Sargent, Inc. 401(k) Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Earle Companies 401(k) Profit Sharing Plan in NJ ($23M); by covered participants it is Newscred Inc. 401(k) Plan in NY (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan declined sharply - down 28.3% during 2022, from $31M to $23M. Reported net income was -$9M.
How have Bradley Foster & Sargent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley Foster & Sargent, Inc.'s sponsor-wide assets grew 8.0%, from $23M to $24M.
Where does Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan ranks in the 79th 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 Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Earle Companies 401(k) Profit Sharing Plan in NJ ($23M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newscred Inc. 401(k) Plan in NY (43 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 061380515.

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.