401(k) · DOL Form 5500 · 2023

Bromfield Sneider Wealth Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan · Sponsored by Bromfield Sneider Wealth Advisors, Inc. · Massachusetts · Finance & Insurance

$6M in assets, 4 participants

Bromfield Sneider Wealth Advisors, Inc.'s Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,012 in Finance & Insurance (8,869 peers)

2023 asset change

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan grew sharply 17.5% in 2023 ($5M → $6M) for 4 participants.

#3,012
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,895,095 48th percentile higher than 48% 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

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing 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. Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan reported net income rose from -$636K in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043584306 · Bromfield Sneider Wealth Advisors, Inc. PY 2023 · 401(k)

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan · $6M · 4 · 48th

  • BOOK $6M
  • VS-ST 4
  • BOY 48th
  • SCH 401(k)
  • EBSA near Facility 401(k) Plan
  • PART ind #3012

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 →

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing PlanBromfield Sneider Wealth Adv…$6MSmith Health 401(k) Plan$6MThe Hill & Griffith Company Profit Sharing 401(k) PlanThe Hill & Griffith Company …$6MFacility 401(k) Plan$6MMti 401(k) Employee Savings PlanMti 401(k) Employee Savings …$6M
End-of-year total assets ($M) among Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bromfield Sneider Wealth Advisors, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Bromfield Sneider Wealth Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.02M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 4 $6M
2024 1 3 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$880K
Employer EIN043584306
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005895095 · Participants: 4Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing 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
Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Facility 401(k) Plan in GA ($6M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2023, from $5M to $6M. Reported net income was $880K.
Which 401(k) plans are similar in size to Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Facility 401(k) Plan in GA ($6M, 1,541 participants).
Which 401(k) plans cover a similar participant headcount to Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 043584306.

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.