401(k) · DOL Form 5500 · 2023

Dreambridge Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 28th
Percentile by assets National rank: $827,431
Avg per participant High balance/head

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Official DOL plan name: Dreambridge Retirement Plan · Sponsored by Dreambridge Financial, Inc. · New Hampshire · Finance & Insurance

$2M in assets, 2 participants

Dreambridge Financial, Inc.'s Dreambridge Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#1,689 in Finance & Insurance (8,869 peers)

Dreambridge Financial, Inc. multi-year trail

Dreambridge Financial, Inc.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Dreambridge Retirement Plan at $2M / 2 participants.

#1,689
in Finance & Insurance (8,869 peers): +10.5%
assets growth YoY

Dreambridge Retirement Plan among the smaller filed plans by assets

Dreambridge Retirement Plan vs every filed plan by assets

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

$1,654,861 28th percentile higher than 28% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Dreambridge Retirement 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. Dreambridge Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Dreambridge Retirement Plan reported net income rose from -$324K in the plan year 2022 filing to $157K in the plan year 2023 filing.
Dreambridge Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471027251 · Dreambridge Financial, Inc. PY 2023 · 401(k)

Dreambridge Retirement Plan · $2M · 2 · 28th

EOY $2M
EOY 2
EOY 28th
EOY 401(k)
EOY near Gcp Print and Visual Communications LLC
EOY ind #1689

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 New Hampshire →

End-of-year total assets ($M) among Dreambridge Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dreambridge Financial, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 14.442275964615572% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$2M
2024	1	2	$2M

Dreambridge Financial, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$157K
Employer EIN	471027251
Plan Effective Date	2014-06-04
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Dreambridge Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants

C&s and Affiliates 401(k) Savings Plan (a) $575M · 12,135
Ams Osram Savings Plan $462M · 977
Albany International Corp. Prosperity Plus Savings Plan $448M · 1,784
Connection Employee 401(k) and Profit Sharing Plan $378M · 2,702
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $363M · 2,708

Compare Dreambridge Retirement Plan side-by-side with 3 peers →

Dreambridge Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Gcp Print and Visual Communications LLC in CT ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Gcp Print and Visual Communications LLC (CT) $2M · 21
Jim Hinton Oil Company, Inc. Profit Sharing Plan & Trust (FL) $2M · 106
Tolko Industries (U.S.) Ltd. 401(k) Plan (WA) $2M · 4
Maul Power Group Profit Sharing Plan (NJ) $2M · 6

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Dreambridge Retirement Plan assets move in 2023? ▼

Dreambridge Retirement Plan grew at a solid clip - up 10.5% during 2023, from $1M to $2M. Reported net income was $157K.

How have Dreambridge Financial, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dreambridge Financial, Inc.'s sponsor-wide assets grew 14.4%, from $1M to $2M.

Which 401(k) plans are similar in size to Dreambridge Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gcp Print and Visual Communications LLC in CT ($2M, 21 participants).

Which 401(k) plans cover a similar participant headcount to Dreambridge Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 471027251.