401(k) · DOL Form 5500 · 2022

Shepley Bulfinch Richardson and Abbott 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
143
Participants Small participant base
83rd
Percentile by assets National rank
$208,202
Avg per participant Above avg balance/head
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Official DOL plan name: Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan · Sponsored by Shepley Bulfinch Richardson and Abbott · Massachusetts · Professional & Technical Services

$30M in assets, 143 participants

Shepley Bulfinch Richardson and Abbott's Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan reported $30M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,962 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $30M.

#17,962
in Professional & Technical Services (21,562 peers)
-11.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan's outsized position by total assets

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan vs every filed plan by assets

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

$29,772,866 Top 17% higher than 83% 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

Shepley Bulfinch Richardson and Abbott, Incorporated 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. Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan sits mid-pack in the medium band (143 participants).

EBSA filing schedule strip

Filing strip 042504672 · Shepley Bulfinch Richardson and Abbott PY 2022 · 401(k)

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan · $30M · 143 · 83rd

  • VS-ST $30M
  • VS-ST 143
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near George Junior Republic in Pennsylvania Retirement Plan
  • VS-ST ind #17962

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 →

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan in the asset neighbourhood

Stratus Unlimited, LLC 401(k) PlanStratus Unlimited, LLC 401(k…$30MShepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing PlanShepley Bulfinch Richardson …$30MGeorge Junior Republic in Pennsylvania Retirement PlanGeorge Junior Republic in Pe…$30MM.B. Haynes 401(k) Plan$30MRaleigh Durham Medical Group, PA 401(k) Retirement PlanRaleigh Durham Medical Group…$30M
End-of-year total assets ($M) among Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN042504672
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepley Bulfinch Richardson and Abbott)

Sponsor-wide plan assets over time

All Shepley Bulfinch Richardson and Abbott plans reported in each filing year

Latest sponsor-wide plan assets
$40M 35.05994686571323% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40.2M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 143 $30M
2023 1 173 $34M
2024 1 175 $40M

Nearby 401(k) Plans in Massachusetts

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

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan, Total assets ($B): 0.029772866 · Participants: 143Shepley Bulfinch Richardson and Abbott, Incorporated 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
Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan side-by-side with 3 peers →

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is George Junior Republic in Pennsylvania Retirement Plan in PA ($30M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan assets move in 2022? ▼
Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan pulled back noticeably - down 11.3% during 2022, from $34M to $30M. Reported net income was -$4M.
How have Shepley Bulfinch Richardson and Abbott plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepley Bulfinch Richardson and Abbott's sponsor-wide assets grew 35.1%, from $30M to $40M.
Where does Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan ranks in the 83rd 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 Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is George Junior Republic in Pennsylvania Retirement Plan in PA ($30M, 426 participants).
Which 401(k) plans cover a similar participant headcount to Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 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 042504672.

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.