401(k) · DOL Form 5500 · 2023

Radius Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
155
Participants Small participant base
70th
Percentile by assets National rank
$110,106
Avg per participant Below avg balance/head
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Official DOL plan name: Radius Financial Group, Inc. 401(k) Employee Savings Plan · Sponsored by Radius Financial Group, Inc. · Massachusetts · Finance & Insurance

$17M in assets, 155 participants

Radius Financial Group, Inc.'s Radius Financial Group, Inc. 401(k) Employee Savings Plan reported $17M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,909 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Radius Financial Group, Inc. 401(k) Employee Savings Plan covers 155 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#4,909
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY

Radius Financial Group, Inc. 401(k) Employee Savings Plan's outsized position by total assets

Radius Financial Group, Inc. 401(k) Employee Savings Plan vs every filed plan by assets

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

$17,066,496 Top 30% higher than 70% 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

Radius Financial Group, Inc. 401(k) Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Radius Financial Group, Inc. 401(k) Employee Savings Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Radius Financial Group, Inc. 401(k) Employee Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Radius Financial Group, Inc. 401(k) Employee Savings Plan reported participants fell from 198 in the plan year 2022 filing to 155 in the plan year 2023 filing.
  • Radius Financial Group, Inc. 401(k) Employee Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043483190 · Radius Financial Group, Inc. PY 2023 · 401(k)

Radius Financial Group, Inc. 401(k) Employee Savings Plan · $17M · 155 · 70th

  • PART $17M
  • PART 155
  • PART 70th
  • PART 401(k)
  • PART near S & S Tool and Supply Company 401(k) Plan
  • PART ind #4909

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 →

Radius Financial Group, Inc. 401(k) Employee Savings Plan in the asset neighbourhood

Radius Financial Group, Inc. 401(k) Employee Savings PlanRadius Financial Group, Inc.…$17MS & S Tool and Supply Company 401(k) PlanS & S Tool and Supply Compan…$17MProgressive Converting Inc 401(k) PlanProgressive Converting Inc 4…$17MIff 401(k) Profit Sharing PlanIff 401(k) Profit Sharing Pl…$17MBrame Specialty Company, Inc. 401(k) Profit Sharing PlanBrame Specialty Company, Inc…$17M
End-of-year total assets ($M) among Radius Financial Group, Inc. 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN043483190
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Radius Financial Group, Inc.)

Sponsor-wide plan assets over time

All Radius Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 37.71970063716225% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $19.5M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 198 $14M
2023 1 155 $17M
2024 1 162 $20M

Nearby 401(k) Plans in Massachusetts

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

Radius Financial Group, Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Radius Financial Group, Inc. 401(k) Employee Savings Plan, Total assets ($B): 0.017066496 · Participants: 155Radius Financial Group, Inc. 401(k) Employee Savings 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
Radius Financial Group, Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Radius Financial Group, Inc. 401(k) Employee Savings Plan side-by-side with 3 peers →

Radius Financial Group, Inc. 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is S & S Tool and Supply Company 401(k) Plan in CA ($17M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Radius Financial Group, Inc. 401(k) Employee Savings Plan assets move in 2023? ▼
Radius Financial Group, Inc. 401(k) Employee Savings Plan grew sharply - up 20.3% during 2023, from $14M to $17M. Reported net income was $3M.
How have Radius Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Radius Financial Group, Inc.'s sponsor-wide assets grew 37.7%, from $14M to $20M.
Which 401(k) plans are similar in size to Radius Financial Group, Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is S & S Tool and Supply Company 401(k) Plan in CA ($17M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Radius Financial Group, Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 043483190.

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.