401(k) · DOL Form 5500 · 2023
Northeast Retirement Services LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $254,935
- Avg per participant Above avg balance/head
Official DOL plan name: Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC · Sponsored by Northeast Retirement Services LLC · Massachusetts · Finance & Insurance
$21M in assets, 82 participants
Northeast Retirement Services LLC's Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC reported $21M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,342 in Finance & Insurance (8,869 peers)
Northeast Retirement Services LLC multi-year trail
Northeast Retirement Services LLC's plans moved +49.4% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC at $21M / 82 participants.
- #5,342
- in Finance & Insurance (8,869 peers)
- +21.5%
- assets growth YoY
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC's outsized position by total assets
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,904,673 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC reported participants fell from 83 in the plan year 2022 filing to 82 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 815140646 · Northeast Retirement Services LLC PY 2023 · 401(k)
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC · $21M · 82 · 73rd
- PART $21M
- PART 82
- PART 73rd
- PART 401(k)
- PART near Crossvue, LLC 401(k) Plan
- PART ind #5342
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 →
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC in the asset neighbourhood
Northeast Retirement Services LLC multi-year asset trail
Sponsor-wide plan assets over time
All Northeast Retirement Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 49.3775378359554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $17M |
| 2023 | 1 | 82 | $21M |
| 2024 | 1 | 89 | $26M |
Northeast Retirement Services LLC filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 815140646 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Crossvue, LLC 401(k) Plan in IL ($21M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Crossvue, LLC 401(k) Plan (IL) $21M · 266
- New Tsi Holdings, Inc. 401(k) Plan (NY) $21M · 1,211
- Mckeever Enterprises, Inc. 401(k) Retirement Plan (MO) $21M · 613
- Petoskey Plastics, Inc. Gold Mine 401(k) Retirement Savings Plan (MI) $21M · 435
Similar participant headcount
Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.
- Healthy Back Brand Holdings 401(k) Plan (MD) 82 · 0 off
- Valley Unique Electric, Inc. 401(k) & Prevailing Wage Plan (CA) 82 · 0 off
- Drake Precision Dental Lab Inc 401(k) Plan (NC) 82 · 0 off
- The Brand Amp 401(k) Plan (CA) 82 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.