401(k) · DOL Form 5500 · 2023

Bostonpremier Wealth LLC 401(k) Plan

Data updated 2026-08-25

$406K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$101,500
Avg per participant Below avg balance/head
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Official DOL plan name: Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Bostonpremier Wealth LLC · Massachusetts · Finance & Insurance

$406K in assets, 4 participants

Bostonpremier Wealth LLC's Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust reported $406K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #853 in Finance & Insurance (8,869 peers)

Bostonpremier Wealth LLC multi-year trail

Bostonpremier Wealth LLC's plans moved -17.5% in assets from 2022 to 2024; this filing shows Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust at $406K / 4 participants.

#853
in Finance & Insurance (8,869 peers)
+108.5%
assets growth YoY

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$406,001 16th percentile higher than 16% of 127,068 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 2023

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $195K in the plan year 2022 filing to $406K in the plan year 2023 filing.
  • Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $117K in the plan year 2022 filing to $211K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454233485 · Bostonpremier Wealth LLC PY 2023 · 401(k)

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust · $406K · 4 · 16th

  • SCH $406K
  • SCH 4
  • SCH 16th
  • SCH 401(k)
  • SCH near Tac Operating Company 401(k) Plan
  • SCH ind #853

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 →

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & TrustBostonpremier Wealth LLC 401…$406KTac Operating Company 401(k) PlanTac Operating Company 401(k)…$406KLelouvre French Antiques, Inc.Lelouvre French Antiques, In…$406KCr Moseley 401(k)$406KTier1 Integrity, LLC 401(k) PlanTier1 Integrity, LLC 401(k) …$406K
End-of-year total assets ($M) among Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bostonpremier Wealth LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bostonpremier Wealth LLC plans reported in each filing year

Latest sponsor-wide plan assets
$161K 17.545670718867644% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.19M $0.16M ▼ -15.8%
Year Plans Participants Total Assets
2022 1 4 $195K
2023 1 4 $406K
2024 1 3 $161K

Bostonpremier Wealth LLC filing trail (2023)

Total Assets (Beginning of Year)$195K
Net Assets (End of Year)$406K
Net Income$211K
Employer EIN454233485
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000406001 · Participants: 4Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tac Operating Company 401(k) Plan in UT ($406K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($406K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust surged - up 108.5% during 2023, from $195K to $406K. Reported net income was $211K.
How have Bostonpremier Wealth LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bostonpremier Wealth LLC's sponsor-wide assets declined 17.5%, from $195K to $161K.
Where does Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tac Operating Company 401(k) Plan in UT ($406K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Bostonpremier Wealth LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454233485.

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.