401(k) · DOL Form 5500 · 2023

Clear Brook Advisors Inc 401(k) Plan

Data updated 2026-08-25

$414K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$59,181
Avg per participant Low balance/head
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Official DOL plan name: Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Clear Brook Advisors Inc · Massachusetts · Other Services

$414K in assets, 7 participants

Clear Brook Advisors Inc's Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust reported $414K in total assets and 7 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.

  • #2,793 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust ranks #2,793 of 7,857 2023 filers by assets (4845% of the sector average)-$414K for 7 participants.

#2,793
in Other Services (7,857 peers)
+58.5%
assets growth YoY

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$414,269 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

Clear Brook Advisors Inc 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. Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $52K in the plan year 2022 filing to $153K in the plan year 2023 filing.
  • Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $261K in the plan year 2022 filing to $414K in the plan year 2023 filing.
  • Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943405225 · Clear Brook Advisors Inc PY 2023 · 401(k)

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust · $414K · 7 · 16th

  • EIN $414K
  • RANK 7
  • PHOTO 16th
  • IND 401(k)
  • EOY near Jbsatch, Inc. Profit Sharing Plan
  • 5500 ind #2793

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 Other Services retirement plans → · Plans in Massachusetts →

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & TrustClear Brook Advisors Inc 401…$414KJbsatch, Inc. Profit Sharing PlanJbsatch, Inc. Profit Sharing…$414KTxit, Inc. 401(k) Plan$414KSustainable Concepts, Inc. 401(k) Profit Sharing PlanSustainable Concepts, Inc. 4…$414KHedrick Wellness Group II Retirement PlanHedrick Wellness Group II Re…$414K
End-of-year total assets ($M) among Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$261K
Net Assets (End of Year)$414K
Net Income$153K
Employer EIN943405225
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clear Brook Advisors Inc)

Sponsor-wide plan assets over time

All Clear Brook Advisors Inc plans reported in each filing year

Latest sponsor-wide plan assets
$549K 110.1893332211132% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.26M $0.55M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 6 $261K
2023 1 7 $414K
2024 1 7 $549K

Nearby 401(k) Plans in Massachusetts

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

Clear Brook Advisors Inc 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 ($B) Participants Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000414269 · Participants: 7Clear Brook Advisors Inc 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
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Clear Brook Advisors Inc 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 Jbsatch, Inc. Profit Sharing Plan in OH ($414K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($414K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust surged - up 58.5% during 2023, from $261K to $414K. Reported net income was $153K.
How have Clear Brook Advisors Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clear Brook Advisors Inc's sponsor-wide assets grew 110.2%, from $261K to $549K.
Where does Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Clear Brook Advisors Inc 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 Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jbsatch, Inc. Profit Sharing Plan in OH ($414K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 943405225.

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.