401(k) · DOL Form 5500 · 2023

North Bridge Venture Management Company, LLC. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
7
Participants Small participant base
65th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: North Bridge Venture Management 401(k) Plan · Sponsored by North Bridge Venture Management Company, LLC. · Massachusetts · Finance & Insurance

$13M in assets, 7 participants

North Bridge Venture Management Company, LLC.'s North Bridge Venture Management 401(k) Plan reported $13M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,407 in Finance & Insurance (8,869 peers)

North Bridge Venture Management Company, LLC. multi-year trail

North Bridge Venture Management Company, LLC.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows North Bridge Venture Management 401(k) Plan at $13M / 7 participants.

#4,407
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY

North Bridge Venture Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

North Bridge Venture Management 401(k) Plan vs every filed plan by assets

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

$13,219,820 Top 35% higher than 65% 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

North Bridge Venture Management 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Bridge Venture Management 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Bridge Venture Management 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • North Bridge Venture Management 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202844439 · North Bridge Venture Management Company, LLC. PY 2023 · 401(k)

North Bridge Venture Management 401(k) Plan · $13M · 7 · 65th

  • RANK $13M
  • RANK 7
  • RANK 65th
  • RANK 401(k)
  • RANK near Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #4407

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 →

North Bridge Venture Management 401(k) Plan in the asset neighbourhood

North Bridge Venture Management 401(k) PlanNorth Bridge Venture Managem…$13MAluma-Weld, Inc. 401(k) Profit Sharing Plan and TrustAluma-Weld, Inc. 401(k) Prof…$13MShakespeare 401(k) Plan$13MAbonmarche Consultants, Inc. 401(k) PlanAbonmarche Consultants, Inc.…$13MFein, Such, Kahn & Shepard, P.C. 401(k) Retirement PlanFein, Such, Kahn & Shepard, …$13M
End-of-year total assets ($M) among North Bridge Venture Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Bridge Venture Management Company, LLC. multi-year asset trail

Sponsor-wide plan assets over time

All North Bridge Venture Management Company, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.82727182524176% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $13.9M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 7 $12M
2023 1 7 $13M
2024 1 5 $14M

North Bridge Venture Management Company, LLC. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN202844439
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

North Bridge Venture Management 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants North Bridge Venture Management 401(k) Plan, Total assets ($B): 0.01321982 · Participants: 7North Bridge Venture Management 401(k) PlanFidelity 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
North Bridge Venture Management 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare North Bridge Venture Management 401(k) Plan side-by-side with 3 peers →

North Bridge Venture Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust in AR ($13M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

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 North Bridge Venture Management 401(k) Plan assets move in 2023? ▼
North Bridge Venture Management 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $12M to $13M. Reported net income was $2M.
How have North Bridge Venture Management Company, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Bridge Venture Management Company, LLC.'s sponsor-wide assets grew 19.8%, from $12M to $14M.
Which 401(k) plans are similar in size to North Bridge Venture Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust in AR ($13M, 367 participants).
Which 401(k) plans cover a similar participant headcount to North Bridge Venture Management 401(k) Plan? ▼
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 202844439.

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.