401(k) · DOL Form 5500 · 2022

Sheehan Phinney Bass & Green PA 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
99
Participants Small participant base
91st
Percentile by assets National rank
$783,567
Avg per participant High balance/head
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Official DOL plan name: Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust · Sponsored by Sheehan Phinney Bass & Green PA · New Hampshire · Professional & Technical Services

$78M in assets, 99 participants

Sheehan Phinney Bass & Green PA's Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust reported $78M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,929 in Professional & Technical Services (21,562 peers)

Where Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust sits by assets

Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $78M for 99 participants (~$783,567/participant), down 13.5% in 2022.

#19,929
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust's outsized position by total assets

Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust vs every filed plan by assets

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

$77,573,127 Top 9% higher than 91% 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

Sheehan Phinney Bass & Green PA Profit Sharing Plan and 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. Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 020315777 · Sheehan Phinney Bass & Green PA PY 2022 · 401(k)

Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust · $78M · 99 · 91st

  • 5500 $78M
  • 5500 99
  • 5500 91st
  • 5500 401(k)
  • 5500 near The All Companies 401(k) Plan
  • 5500 ind #19929

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 New Hampshire →

Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust in the asset neighbourhood

Pediatric Associates Employee Savings & Retirement PlanPediatric Associates Employe…$78MSheehan Phinney Bass & Green PA Profit Sharing Plan and TrustSheehan Phinney Bass & Green…$78MThe All Companies 401(k) Plan$78MLong Term Care Group, Inc. 401(k) PlanLong Term Care Group, Inc. 4…$78MOne Call Combined 401(k) Profit Sharing PlanOne Call Combined 401(k) Pro…$78M
End-of-year total assets ($M) among Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$78M
Net Income-$12M
Employer EIN020315777
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheehan Phinney Bass & Green PA)

Sponsor-wide plan assets over time

All Sheehan Phinney Bass & Green PA plans reported in each filing year

Latest sponsor-wide plan assets
$83M 7.610237241048695% vs 2022
2024 filing year
$76M$78M$80M$82M$84M$86M 202220232024 $77.6M $83.5M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 99 $78M
2023 1 98 $81M
2024 1 113 $83M

Nearby 401(k) Plans in New Hampshire

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

Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500600 Total assets ($M) Participants Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust, Total assets ($M): 77.573127 · Participants: 99Sheehan Phinney Bass & Green PA Profit Sharing Plan and TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust side-by-side with 3 peers →

Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is The All Companies 401(k) Plan in OH ($78M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust assets move in 2022? ▼
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust pulled back noticeably - down 13.5% during 2022, from $90M to $78M. Reported net income was -$12M.
How have Sheehan Phinney Bass & Green PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheehan Phinney Bass & Green PA's sponsor-wide assets grew 7.6%, from $78M to $83M.
Where does Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The All Companies 401(k) Plan in OH ($78M, 665 participants).
Which 401(k) plans cover a similar participant headcount to Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 020315777.

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.