401(k) · DOL Form 5500 · 2023

Bradley Foster & Sargent, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
48
Participants Small participant base
75th
Percentile by assets National rank
$480,861
Avg per participant High balance/head
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Official DOL plan name: Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan · Sponsored by Bradley Foster & Sargent, Inc. · Connecticut · Finance & Insurance

$23M in assets, 48 participants

Bradley Foster & Sargent, Inc.'s Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,541 in Finance & Insurance (8,869 peers)

Where Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan sits by assets

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 48 participants (~$480,861/participant), up 2.4% in 2023.

#5,541
in Finance & Insurance (8,869 peers)
+2.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,081,318 Top 25% higher than 75% 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

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $510K in the plan year 2023 filing.
  • Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan reported participants rose from 43 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061380515 · Bradley Foster & Sargent, Inc. PY 2023 · 401(k)

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan · $23M · 48 · 75th

  • VS-ST $23M
  • VS-ST 48
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Insight2profit 401(k) Profit Sharing Plan
  • VS-ST ind #5541

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 Connecticut →

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Anne Carlsen Center 401(k) PlanAnne Carlsen Center 401(k) P…$23MBradley Foster & Sargent, Inc. 401(k) Profit Sharing PlanBradley Foster & Sargent, In…$23MInsight2profit 401(k) Profit Sharing PlanInsight2profit 401(k) Profit…$23MKibo Software 401(k) Plan$23MLaramar Consolidated Group 401(k) PlanLaramar Consolidated Group 4…$23M
End-of-year total assets ($M) among Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$510K
Employer EIN061380515
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley Foster & Sargent, Inc.)

Sponsor-wide plan assets over time

All Bradley Foster & Sargent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 8.026833634421928% vs 2022
2024 filing year
$22M$23M$24M$25M 202220232024 $22.5M $24.3M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 43 $23M
2023 1 48 $23M
2024 1 51 $24M

Nearby 401(k) Plans in Connecticut

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

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.023081318 · Participants: 48Bradley Foster & Sargent, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Insight2profit 401(k) Profit Sharing Plan in OH ($23M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan edged up modestly - up 2.4% during 2023, from $23M to $23M. Reported net income was $510K.
How have Bradley Foster & Sargent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley Foster & Sargent, Inc.'s sponsor-wide assets grew 8.0%, from $23M to $24M.
Where does Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insight2profit 401(k) Profit Sharing Plan in OH ($23M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 061380515.

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.