401(k) · DOL Form 5500 · 2023

Winthrop Advisory Group 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
37th
Percentile by assets National rank
$176,297
Avg per participant Above avg balance/head
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Official DOL plan name: Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust · Sponsored by Winthrop Advisory Group · Massachusetts · Professional & Technical Services

$3M in assets, 18 participants

Winthrop Advisory Group's Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,790 in Professional & Technical Services (20,321 peers)

Winthrop Advisory Group multi-year trail

Winthrop Advisory Group's plans moved +84.0% in assets from 2022 to 2024; this filing shows Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust at $3M / 18 participants.

#6,790
in Professional & Technical Services (20,321 peers)
+40.4%
assets growth YoY

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,173,349 37th percentile higher than 37% 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

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust reported net income rose from $7K in the plan year 2022 filing to $913K in the plan year 2023 filing.
  • Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust reported participants rose from 16 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820994658 · Winthrop Advisory Group PY 2023 · 401(k)

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust · $3M · 18 · 37th

  • TYPE $3M
  • NET 18
  • BOOK 37th
  • VS-ST 401(k)
  • BOY near Saitech, Inc. 401(k) Plan
  • SCH ind #6790

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Winthrop Advisory Group 401(k) Profit Sharing Plan & TrustWinthrop Advisory Group 401(…$3MSaitech, Inc. 401(k) Plan$3MGulf International Bank, B.S.C. 401(k) Profit Sharing PlanGulf International Bank, B.S…$3MThe University of Texas Golf Club Retirement PlanThe University of Texas Golf…$3MScot E Burgess Dmd PC 401(k) PlanScot E Burgess Dmd PC 401(k)…$3M
End-of-year total assets ($M) among Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Winthrop Advisory Group multi-year asset trail

Sponsor-wide plan assets over time

All Winthrop Advisory Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 84.02049995973633% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.26M $4.16M ▲ +84.1%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 18 $3M
2024 1 19 $4M

Winthrop Advisory Group filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$913K
Employer EIN820994658
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Winthrop Advisory Group 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 ($B) Participants Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003173349 · Participants: 18Winthrop Advisory Group 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
Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Winthrop Advisory Group 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 Saitech, Inc. 401(k) Plan in CA ($3M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust surged - up 40.4% during 2023, from $2M to $3M. Reported net income was $913K.
How have Winthrop Advisory Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winthrop Advisory Group's sponsor-wide assets grew 84.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Saitech, Inc. 401(k) Plan in CA ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Winthrop Advisory Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 820994658.

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.