401(k) · DOL Form 5500 · 2023
New England Automated Clearinghouse 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $279,899
- Avg per participant High balance/head
Official DOL plan name: Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse · Sponsored by New England Automated Clearinghouse · Massachusetts · Finance & Insurance
$4M in assets, 15 participants
New England Automated Clearinghouse's Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse reported $4M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,570 in Finance & Insurance (8,869 peers)
New England Automated Clearinghouse multi-year trail
New England Automated Clearinghouse's plans moved +35.3% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse at $4M / 15 participants.
- #2,570
- in Finance & Insurance (8,869 peers)
- +26.3%
- assets growth YoY
Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse's mid-pack asset rank among Finance & Insurance and all filers
Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,198,485 41st percentile higher than 41% 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
Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse reported net income rose from -$1M in the plan year 2022 filing to $875K in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042514013 · New England Automated Clearinghouse PY 2023 · 401(k)
Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse · $4M · 15 · 41st
- BOY $4M
- BOY 15
- BOY 41st
- BOY 401(k)
- BOY near Stepowoy Enterprises 401(k) Plan
- BOY ind #2570
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 →
Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse in the asset neighbourhood
New England Automated Clearinghouse multi-year asset trail
Sponsor-wide plan assets over time
All New England Automated Clearinghouse plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.25168663749782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $3M |
| 2023 | 1 | 15 | $4M |
| 2024 | 1 | 14 | $4M |
New England Automated Clearinghouse filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $875K |
| Employer EIN | 042514013 |
| Plan Effective Date | 1997-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Stepowoy Enterprises 401(k) Plan in OH ($4M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.