401(k) · DOL Form 5500 · 2022

The Brattle Group, Inc. 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
336
Participants Below avg headcount
94th
Percentile by assets National rank
$396,655
Avg per participant High balance/head
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Official DOL plan name: The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust · Sponsored by The Brattle Group, Inc. · Massachusetts · Professional & Technical Services

$133M in assets, 336 participants

The Brattle Group, Inc.'s The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust reported $133M in total assets and 336 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,534 in Professional & Technical Services (21,562 peers)

Where The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits by assets

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $133M for 336 participants (~$396,655/participant), down 12.3% in 2022.

#20,534
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's outsized position by total assets

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs every filed plan by assets

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

$133,276,004 Top 6% higher than 94% 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

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust 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. The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits mid-pack in the medium band (336 participants).

EBSA filing schedule strip

Filing strip 043254813 · The Brattle Group, Inc. PY 2022 · 401(k)

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust · $133M · 336 · 94th

  • BOOK $133M
  • VS-ST 336
  • BOY 94th
  • SCH 401(k)
  • EBSA near Steel Technologies LLC Retirement Savings Plan
  • PART ind #20534

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 →

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust in the asset neighbourhood

Copperpoint Insurance Co. 401(k) PlanCopperpoint Insurance Co. 40…$133MElectroimpact, Inc. 401(k) Profit Sharing PlanElectroimpact, Inc. 401(k) P…$133M2u, Inc. 401(k) Retirement Plan2u, Inc. 401(k) Retirement P…$133MThe Brattle Group, Inc. Profit Sharing Retirement Plan and TrustThe Brattle Group, Inc. Prof…$133MSteel Technologies LLC Retirement Savings PlanSteel Technologies LLC Retir…$133M
End-of-year total assets ($M) among The Brattle Group, Inc. Profit Sharing Retirement 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)$152M
Net Assets (End of Year)$133M
Net Income-$19M
Employer EIN043254813
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brattle Group, Inc.)

Sponsor-wide plan assets over time

All The Brattle Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$183M 37.47726034763167% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $133M $183M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 336 $133M
2023 1 395 $157M
2024 1 377 $183M

Nearby 401(k) Plans in Massachusetts

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

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust, Total assets ($B): 0.133276004 · Participants: 336The Brattle Group, Inc. Profit Sharing Retirement Plan and TrustFidelity 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
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust side-by-side with 3 peers →

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Steel Technologies LLC Retirement Savings Plan in KY ($133M); by covered participants it is Fujifilm Healthcare Americas Corporation Retirement Savings Plan in OH (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (336 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 The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust assets move in 2022? ▼
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust pulled back noticeably - down 12.3% during 2022, from $152M to $133M. Reported net income was -$19M.
How have The Brattle Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brattle Group, Inc.'s sponsor-wide assets grew 37.5%, from $133M to $183M.
Where does The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust ranks in the 94th 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 The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Steel Technologies LLC Retirement Savings Plan in KY ($133M, 1,425 participants).
Which 401(k) plans cover a similar participant headcount to The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fujifilm Healthcare Americas Corporation Retirement Savings Plan in OH (336 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 043254813.

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.