401(k) · DOL Form 5500 · 2022

Xs Brokers 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
130
Participants Small participant base
75th
Percentile by assets National rank
$133,864
Avg per participant Near avg balance/head
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Official DOL plan name: Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan · Sponsored by Xs Brokers · Massachusetts · Finance & Insurance

$17M in assets, 130 participants

Xs Brokers's Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported $17M in total assets and 130 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.

  • #5,632 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan covers 130 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#5,632
in Finance & Insurance (9,261 peers)
-7.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan's outsized position by total assets

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$17,402,370 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

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (130 participants).

Plan-year Form 5500 strip

Filing strip 042658206 · Xs Brokers PY 2022 · 401(k)

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan · $17M · 130 · 75th

  • IND $17M
  • EOY 130
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Jarp Employees Retirement Plan
  • EIN ind #5632

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 →

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing PlanXs Brokers Insurance Agency,…$17MJarp Employees Retirement PlanJarp Employees Retirement Pl…$17MUnited Group Services, Inc. 401(k) Profit Sharing PlanUnited Group Services, Inc. …$17MHuntsman Advanced Materials Investment Savings Plan for Non-Salaried Employees at Mcintosh, AlabamaHuntsman Advanced Materials …$17MMstiller LLC 401(k) Retirement PlanMstiller LLC 401(k) Retireme…$17M
End-of-year total assets ($M) among Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN042658206
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xs Brokers)

Sponsor-wide plan assets over time

All Xs Brokers plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.03912972773249% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $25.2M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 152 $22M
2024 1 176 $25M

Nearby 401(k) Plans in Massachusetts

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

Xs Brokers Insurance Agency, 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 ($B) Participants Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.01740237 · Participants: 130Xs Brokers Insurance Agency, 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
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Xs Brokers Insurance Agency, 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 Jarp Employees Retirement Plan in WI ($17M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan assets move in 2022? ▼
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan pulled back noticeably - down 7.7% during 2022, from $19M to $17M. Reported net income was -$1M.
How have Xs Brokers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xs Brokers's sponsor-wide assets grew 45.0%, from $17M to $25M.
Where does Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan 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 Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jarp Employees Retirement Plan in WI ($17M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 042658206.

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.